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Original filing (PDF)20250929112106NAL0011241377001
SUNLIGHT PEAK, LLLP DBA SAK LLC
Form 5500
FILING_RECEIVED
SAK 401(K) PLAN
401(k) retirement plan
Active participants
619
Accounts w/ balance
397
Plan assets (EOY)
$40.1M
Net assets (EOY)
$40.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNLIGHT PEAK, LLLP DBA SAK LLC.
Plan sponsor
Name
SUNLIGHT PEAK, LLLP DBA SAK LLC
EIN
20-5934837
Address
864 HOFF ROAD · OFALLON, MO · 63366
Phone
(636) 385-1000
Industry
Constructionsee all
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $7K | — |
Investments
32 direct securities · 1 pooled fund· $39.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$38.7M
32 holdings
Common Collective Trust
$857K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Blue Chip Growth I Mutual Fund | — | — | — | $5.1M | 12.8% | |
| Putnam Equity Income CL R6 Mutual Fund | — | — | — | $4.6M | 11.5% | |
| PGIM Total Return Bond BD R6 Mutual Fund | — | — | — | $4.4M | 11.0% | |
| Ishares S&P 500 Index Fund CL K Mutual Fund | — | — | — | $2.5M | 6.3% | |
| American Europacific Growth R6 Mutual Fund | — | — | — | $1.9M | 4.8% | |
| Hartford International Value R4 Mutual Fund | — | — | — | $1.8M | 4.4% | |
| Baron Focused Growth Fund Mutual Fund | — | — | — | $1.7M | 4.4% | |
| Allspring Special Mid Cap R6 Mutual Fund | — | — | — | $1.7M | 4.3% | |
| Lord Abbett Bond Debenture R6 Mutual Fund | — | — | — | $1.7M | 4.3% | |
| Lord Abbett Inflation Focused R6 Mutual Fund | — | — | — | $1.4M | 3.5% | |
| Putnam Mortgage Securities Y Mutual Fund | — | — | — | $1.2M | 2.9% | |
| Blackrock Emerging Markets Instl Mutual Fund | — | — | — | $1.1M | 2.6% | |
| Macquarie Small Cap Value Instl Mutual Fund | — | — | — | $1.0M | 2.6% | |
| JP Morgan 2060 Smart Retirement R6 Mutual Fund | — | — | — | $870K | 2.2% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $857K | 2.1% | |
| Janus Henderson Triton Fund I Mutual Fund | — | — | — | $776K | 1.9% | |
| Thornburg Strategic R6 Mutual Fund | — | — | — | $754K | 1.9% | |
| Notes receivable from participants maturing through September 2039 | — | — | — | $739K | 1.8% | |
| DWS Rreef Real Estate Sec Inst Mutual Fund | — | — | — | $706K | 1.8% | |
| JP Morgan 2055 Smart Retirement R6 Mutual Fund | — | — | — | $668K | 1.7% | |
| JP Morgan 2035 Smart Retirement R6 Mutual Fund | — | — | — | $597K | 1.5% | |
| Ishares Russell Mid-Cap Index K Mutual Fund | — | — | — | $518K | 1.3% | |
| JP Morgan 2045 Smart Retirement R6 Mutual Fund | — | — | — | $510K | 1.3% | |
| JP Morgan 2050 Smart Retirement R6 Mutual Fund | — | — | — | $489K | 1.2% | |
| Blackrock FedFund Money market fund | — | — | — | $399K | 1.0% | |
| Ishares MSCI EAFE Internal Index K Mutual Fund | — | — | — | $341K | 0.9% | |
| JP Morgan 2025 Smart Retirement R6 Mutual Fund | — | — | — | $267K | 0.7% | |
| Ishares Russell 2000 SML-CP K Mutual Fund | — | — | — | $235K | 0.6% | |
| JP Morgan 2040 Smart Retirement R6 Mutual Fund | — | — | — | $184K | 0.5% | |
| JP Morgan 2030 Smart Retirement R6 Mutual Fund | — | — | — | $170K | 0.4% | |
| JP Morgan 2020 Smart Retirement R6 Mutual Fund | — | — | — | $145K | 0.4% | |
| Goldman Sachs Intl Equity Instl Mutual Fund | — | — | — | $138K | 0.3% | |
| JP Morgan Smart Retirement Mutual Fund | — | — | — | $4K | <0.1% |
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