How big is Sunesis Advisors, LLC's plan?

Sunesis Advisors, LLC's plan reported $317K in assets and 7 participants for 2024.

Original filing (PDF)20250602121020NAL0017593792001

Sunesis Advisors, LLC

Name: Sunesis Advisors, LLC — Sunesis Advisors, LLC 401(k), Form 5500 (2024)
Creator: Sunesis Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunesis Advisors, LLC 401(k) Plan

401(k) retirement plan · Sunesis Advisors, LLC's Sunesis Advisors, LLC 401(k) Plan held $317K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

People on this filing

Nicole Doyle signed Sunesis Advisors, LLC's 2024 Form 5500 as plan administrator.

Nicole Doyle — 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

Sunesis Advisors, LLC's EIN is 45-2497630.

EIN 45-2497630

Plan number 001

Plan year 2024

ACK ID 20250602121020NAL0017593792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sunesis Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sunesis Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNESIS ADVISORS, LLC.

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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