Original filing (PDF)20250423170743NAL0006032529001

SUNSTONE CONSULTING, LLC

Name: SUNSTONE CONSULTING, LLC — SUNSTONE CONSULTING, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUNSTONE CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

SUNSTONE CONSULTING, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNSTONE CONSULTING, LLC.

Plan sponsor

Name

SUNSTONE CONSULTING, LLC

EIN

37-1443710

Address

1645 WHITLEY DR. · HARRISBURG, PA · 171116952

Phone

(717) 329-2140

Industry

Health Care & Social Assistancesee 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

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

VILLAGE NORTHWEST UNLIMITED

VNU 403(B) PLAN

$15.3M · 288 participants

COMMUNITY SERVICE SOCIETY OF NEW YORK 403(B) PLAN

$15.3M · 120 participants

CENTRAL FLORIDA FAMILY HEALTH

403(B) THRIFT PLAN FOR EMPLOYEES OF CENTRAL FLORIDA FAMILY HEALTH CENTER, INC. D/B/A TRUE HEALTH

$15.3M · 365 participants

BOYS & GIRLS CLUBS OF SAN FRANCISCO

BOYS & GIRLS CLUBS OF SAN FRANCISCO RETIREMENT PLAN

$15.3M · 190 participants

SAN ANTONIO LIGHTHOUSE FOR THE