How big is Sun Management Group Inc.'s plan?

Sun Management Group Inc.'s plan reported $266K in assets and 97 participants for 2023.

Original filing (PDF)20240725173616NAL0015022609001

Sun Management Group Inc.

Name: Sun Management Group Inc. — Sun Management Group, Form 5500 (2023)
Creator: Sun Management Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Management Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sun Management Group Inc.'s Sun Management Group Inc. 401(k) Profit Sharing Plan & Trust held $266K in plan assets for 97 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Devang Patel signed Sun Management Group Inc.'s 2023 Form 5500 as plan administrator.

Devang Patel — 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

Sun Management Group Inc.'s EIN is 27-1595187.

EIN 27-1595187

Plan number 001

Plan year 2023

ACK ID 20240725173616NAL0015022609001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sun Management Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sun Management Group Inc.'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 SUN MANAGEMENT GROUP INC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off