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Original filing (PDF)20251013120217NAL0000568851001
SUN BUM LLC
Form 5500
FILING_RECEIVED
SUN BUM LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
178
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN BUM LLC.
Plan sponsor
Name
SUN BUM LLC
EIN
27-1742430
Address
444 S COAST HIGHWAY 101 · ENCINITAS, CA · 92024
Phone
(619) 208-0660
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HAYNIE AND CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | NONE | $28K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
23 direct securities· $6.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2060 I T.Row 0 | — | — | — | $1.0M | 14.6% | |
| T. Rowe Price Retirement 2040 I T.Row 0 | — | — | — | $939K | 13.5% | |
| T. Rowe Price Retirement 2055 I T.Row 0 | — | — | — | $929K | 13.4% | |
| T. Rowe Price Retirement 2050 I T.Row 0 | — | — | — | $763K | 11.0% | |
| T. Rowe Price Retirement 2045 I T.Row 0 | — | — | — | $689K | 9.9% | |
| Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $576K | 8.3% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $287K | 4.1% | |
| Voya Large-Cap Growth R6 Voya 0 | — | — | — | $261K | 3.8% | |
| T. Rowe Price Retirement 2025 I T.Row 0 | — | — | — | $225K | 3.2% | |
| T. Rowe Price Retirement 2065 I T.Row 0 | — | — | — | $178K | 2.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $172K | 2.5% | |
| T. Rowe Price Retirement 2035 I T.Row 0 | — | — | — | $150K | 2.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $127K | 1.8% | |
| Dodge & Cox Income X Dodge 0 | — | — | — | $103K | 1.5% | |
| T. Rowe Price Retirement 2030 I T.Row 0 | — | — | — | $102K | 1.5% | |
| Carillon Scout Mid Cap R6 Carillon 0 | — | — | — | $60K | 0.9% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | — | — | — | $53K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $51K | 0.7% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $37K | 0.5% | |
| Hartford International Opportunities R6 Hartford 0 | — | — | — | $26K | 0.4% | |
| Federated Hermes Ustrsy Csh Rs Prem Federated 0 | — | — | — | $23K | 0.3% | |
| Macquarie Small Cap Core R6 Macquarie 0 | — | — | — | $18K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $15K | 0.2% |
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