How big is Sunriver Sales' plan?

Sunriver Sales' plan reported $318K in assets and 4 participants for 2024.

Original filing (PDF)20250717125915NAL0000142819001

Sunriver Sales

Name: Sunriver Sales — Sunriver Sales 401(k) Plan, Form 5500 (2024)
Creator: Sunriver Sales
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunriver Sales 401(k) Plan

401(k) retirement plan · Sunriver Sales' Sunriver Sales 401(k) Plan held $318K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Lauren Roach signed Sunriver Sales' 2024 Form 5500 as plan administrator.

Lauren Roach — 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

Sunriver Sales' EIN is 20-0601138.

EIN 20-0601138

Plan number 001

Plan year 2024

ACK ID 20250717125915NAL0000142819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sunriver Sales from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sunriver Sales' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUNRIVER SALES

EIN

all filings

Address

P.O BOX 2738 · VISALIA, CA · 93279

Phone

(559) 738-8783

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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