How big is Sunpeak, LLC's plan?

Sunpeak, LLC's plan reported $338K in assets and 19 participants for 2025.

Original filing (PDF)20260225091857NAL0004586560001

Sunpeak, LLC

Name: Sunpeak, LLC — Sunpeak, LLC 401(k) Plan, Form 5500 (2025)
Creator: Sunpeak, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunpeak, LLC 401(k) Plan

401(k) retirement plan · Sunpeak, LLC's Sunpeak, LLC 401(k) Plan held $338K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan identifiers

Sunpeak, LLC's EIN is 47-1928380.

EIN 47-1928380

Plan number 001

Plan year 2025

ACK ID 20260225091857NAL0004586560001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sunpeak, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sunpeak, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUNPEAK, LLC

EIN

all filings

Address

1026 ANN ST. · MADISON, WI · 53713

Phone

(281) 312-7597

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-04-01

Tax period

2025-12-31

Filed

2026-02-25

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

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

2J · 401(k) feature

2K · 401(m) arrangement

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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Inadvance

Inadvance 401(k) Plan

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