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

Sun Management, Inc.'s plan reported $6.9M in assets and 26 participants for 2024.

Original filing (PDF)20250415144615NAL0006500802001

Sun Management, Inc.

Name: Sun Management, Inc. — Sun Management, Inc. Profit, Form 5500 (2024)
Creator: Sun Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Management, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Sun Management, Inc.'s Sun Management, Inc. Profit Sharing Plan held $6.9M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Sun Management, Inc.'s EIN is 36-4546036.

EIN 36-4546036

Plan number 001

Plan year 2024

ACK ID 20250415144615NAL0006500802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sun Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sun Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SUN MANAGEMENT, INC.

EIN

all filings

Address

2000 14TH ST. N · SUITE 770 · ARLINGTON, VA · 22201

Phone

(703) 778-3791

Industry

Real Estate

Plan administrator