Original filing (PDF)20250417220136NAL0003395634090

SUNAGO ADVISORY GROUP, INC.

Name: SUNAGO ADVISORY GROUP, INC. — SUNAGO ADVISORY GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SUNAGO ADVISORY GROUP, INC.

Form 5500-SF

FILING_RECEIVED

SUNAGO ADVISORY GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SUNAGO ADVISORY GROUP, INC.

EIN

20-1374678all filings

Address

127 W COLORADO ST · LA GRANGE, TX · 78945

Phone

(512) 657-1551

Industry