How big is Sun and Sands Enterprises, LLC's plan?

Sun and Sands Enterprises, LLC's plan reported $14.9M in assets and 112 participants for 2024.

Original filing (PDF)20251014153155NAL0001619827001

Sun and Sands Enterprises, LLC

Name: Sun and Sands Enterprises, LLC — Sun and Sands, Form 5500 (2024)
Creator: Sun and Sands Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sun and Sands Enterprises Profit Sharing and 401(k) Plan

401(k) retirement plan · Sun and Sands Enterprises, LLC's Sun and Sands Enterprises Profit Sharing and 401(k) Plan held $14.9M in plan assets for 112 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

112

Accounts w/ balance

109

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

Mike Way signed Sun and Sands Enterprises, LLC's 2024 Form 5500 as plan administrator.

Mike Way — 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 and Sands Enterprises, LLC's EIN is 33-0249347.

EIN 33-0249347

Plan number 002

Plan year 2024

ACK ID 20251014153155NAL0001619827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sun and Sands Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sun and Sands Enterprises, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 AND SANDS ENTERPRISES, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

SUN AND SANDS ENTERPRISES, LLC

EIN

all filings

Address

47110 WASHINGTON ST. #103 · LA QUINTA, CA · 92253

Phone

(760) 399-4278

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3B · Covers self-employed individuals

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$62K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES, INC	13-2638166	—	ADVISOR	$28K	—

Investments

27 direct securities · 1 pooled fund· $14.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$7.3M

12 holdings

Mutual Funds

$4.1M

10 holdings

Stable Value

$2.1M

1 holding

Common Collective Trusts

$804K

1 holding

Bonds / Notes

$308K

2 holdings

Common Stocks

$271K

1 holding

Pooled Separate Account

$29K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$3.3M American Funds (Capital Group)$2.3M BlackRock / iShares$2.2M Lincoln Financial$2.1M Vanguard$1.7M Wells Fargo / Allspring$668K PIMCO$464K Invesco$396K T. Rowe Price$262K

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					% of plan
JPMorgan Core Bond Class R6	Other securities	—	—	$2.9M	19.4%
Lincoln National Life Insurance Company Lincoln Stable Value Account	Stable Value	—	—	$2.1M	13.9%
American Funds American Funds Washington Mutual Investors Class R6	Mutual Funds	—	—	$1.3M	9.0%
BlackRock Inflation Protected Bond Class K	Other securities	—	—	$1.3M	8.5%
Vanguard 500 Index Admiral Class	Common Collective Trusts	—	—	$804K	5.4%
American Funds American Funds Capital World Growth and Income Class R6	Mutual Funds	—	—	$789K	5.3%
Allspring Special Mid Cap Value	Other securities	—	—	$668K	4.5%
BlackRock High Yield Bond Class K	Other securities	—	—	$655K	4.4%
Vanguard Developed Markets Index Admiral Shares	Mutual Funds	—	—	$643K	4.3%
Invesco International Diversified	Mutual Funds	—	—	$396K	2.7%
JPMorgan Emerging Markets Equity Class L	Other securities	—	—	$362K	2.4%
Delaware Funds Macquarie Small Cap Value	Other securities	—	—	$339K	2.3%
BlackRock Strategic Income Opportunities Class K	Other securities	—	—	$310K	2.1%
Cohen and Steers Cohen and Steers Real Estate Securities Inc Class Insitutional	Common Stocks	—	—	$271K	1.8%
T. Rowe T. Rowe Price Dividend Growth I Class	Other securities	—	—	$262K	1.8%
Pioneer Fundamental Growth Class K Shares	Other securities	—	—	$260K	1.7%
PIMCO Commodity Real Return Strategy Institutional Class	Mutual Funds	—	—	$233K	1.6%
PIMCO Income Institutional Class	Mutual Funds	—	—	$230K	1.5%
Neuberger Berman Neuberger Berman Mid Cap Growth Class R6	Other securities	—	—	$199K	1.3%
American Funds American Funds New Perspective Class R6	Mutual Funds	—	—	$194K	1.3%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$183K	1.2%
Vanguard Target Retirement 2040 Investor Shares	Mutual Funds	—	—	$170K	1.1%
Eaton Vance Eaton Vance Floating Rate Institutional Class	Bonds / Notes	—	—	$125K	0.8%
Vanguard Target Retirement 2020 Investor Shares ** 434 Carillon Eagle Small Cap Growth Class R6	Mutual Funds	—	—	$115K	0.8%
Eaton Vance Eaton Vance Atlanta Capital Smid Cap Class R6	Other securities	—	—	$76K	0.5%
LINCOLN PATHBUILDER INCOME THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000	Pooled Separate Account	—	—	$29K	0.2%
Hartford World Bond Class R6	Other securities	—	—	$6K	<0.1%
MFS International New Discovery Class R6	Mutual Funds	—	—	$6K	<0.1%

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