How big is Sun Valley, Inc.'s plan?

Sun Valley, Inc.'s plan reported $393K in assets and 98 participants for 2023.

Original filing (PDF)20240719154944NAL0011570208001

Sun Valley, Inc.

Name: Sun Valley, Inc. — Sun Valley, Inc. 401(k), Form 5500 (2023)
Creator: Sun Valley, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Valley, Inc. 401(k)

401(k) retirement plan · Sun Valley, Inc.'s Sun Valley, Inc. 401(k) held $393K in plan assets for 98 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Keith Bauer signed Sun Valley, Inc.'s 2023 Form 5500 as plan administrator.

Keith Bauer — 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 Valley, Inc.'s EIN is 33-1096902.

EIN 33-1096902

Plan number 001

Plan year 2023

ACK ID 20240719154944NAL0011570208001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Sun Valley, 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 VALLEY, 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