Original filing (PDF)20260109182710NAL0014343362001

SUNDT MANAGEMENT CO, LLC

Name: SUNDT MANAGEMENT CO, LLC — SUNDT MANAGEMENT CO, LLC 401K PLAN, Form 5500 (2024)
Creator: SUNDT MANAGEMENT CO, LLC

Form 5500-SF

FILING_RECEIVED

SUNDT MANAGEMENT CO, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SUNDT MANAGEMENT CO, LLC.

Plan sponsor

Name

SUNDT MANAGEMENT CO, LLC

EIN

45-4057586

Address

9090 LA JOLLA SHORES LANE · LA JOLLA, CA · 92037

Phone

(858) 678-9475

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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