How big is Sunstone Partners Management, LLC's plan?

Sunstone Partners Management, LLC's plan reported $15.4M in assets and 36 participants for 2024.

Original filing (PDF)20250917193228NAL0000820304001

Sunstone Partners Management, LLC

Name: Sunstone Partners Management, LLC — Sunstone Partner, Form 5500 (2024)
Creator: Sunstone Partners Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunstone Partners 401(k) Plan

401(k) retirement plan · Sunstone Partners Management, LLC's Sunstone Partners 401(k) Plan held $15.4M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

People on this filing

Nestor OLMO signed Sunstone Partners Management, LLC's 2024 Form 5500 as plan administrator.

Nestor OLMO — 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

Sunstone Partners Management, LLC's EIN is 47-4383510.

EIN 47-4383510

Plan number 001

Plan year 2024

ACK ID 20250917193228NAL0000820304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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