How big is Sunview Mortgage Inc.'s plan?

Sunview Mortgage Inc.'s plan reported $646K in assets and 3 participants for 2024.

Original filing (PDF)20250728100711NAL0004244802001

Sunview Mortgage Inc.

Name: Sunview Mortgage Inc. — Sunview Mortgage Inc. 401(k), Form 5500 (2024)
Creator: Sunview Mortgage Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunview Mortgage Inc. 401(k) Plan

401(k) retirement plan · Sunview Mortgage Inc.'s Sunview Mortgage Inc. 401(k) Plan held $646K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

DAWN Clemente signed Sunview Mortgage Inc.'s 2024 Form 5500 as plan administrator.

DAWN Clemente — 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

Sunview Mortgage Inc.'s EIN is 45-3786910.

EIN 45-3786910

Plan number 001

Plan year 2024

ACK ID 20250728100711NAL0004244802001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sunview Mortgage Inc.'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 SUNVIEW MORTGAGE INC..

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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