Original filing (PDF)20250911104628NAL0000188547001

SUN REALTY OF NAGS HEAD, INC.

Name: SUN REALTY OF NAGS HEAD, INC. — SUN REALTY OF NAGS HEAD, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SUN REALTY OF NAGS HEAD, INC.

Form 5500

FILING_RECEIVED

SUN REALTY OF NAGS HEAD, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issued~131 bps in Sched C fees

Active participants

284

Accounts w/ balance

263

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUN REALTY OF NAGS HEAD, INC..

Plan sponsor

Name

SUN REALTY OF NAGS HEAD, INC.

EIN

56-1271736

Address

1500 S CROATAN HWY · KILL DEVIL HILLS, NC · 27948

Phone

(252) 441-0208

Industry

Real Estatesee all

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2S · Automatic enrollment

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GORDON ASSET MANAGEMENT LLC	42-1582751	—	ADVISOR	$9K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES, LLC	04-3532603	—	PLAN ADMINISTRATOR	$26K	—

Investments

1 pooled fund· $62K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.