How big is The Sunstone Group, LLC's plan?

The Sunstone Group, LLC's plan reported $5.5M in assets and 101 participants for 2024.

Original filing (PDF)20251006113610NAL0002025027001

The Sunstone Group, LLC

Name: The Sunstone Group, LLC — The Sunstone Group, LLC, Form 5500 (2024)
Creator: The Sunstone Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sunstone Group, LLC 401(k) Plan

401(k) retirement plan · The Sunstone Group, LLC's The Sunstone Group, LLC 401(k) Plan held $5.5M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Dennis Estes signed The Sunstone Group, LLC's 2024 Form 5500 as plan administrator.

Dennis Estes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Sunstone Group, LLC's EIN is 20-0427420.

EIN 20-0427420

Plan number 001

Plan year 2024

ACK ID 20251006113610NAL0002025027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Sunstone Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Sunstone Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SUNSTONE GROUP, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score