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Original filing (PDF)20251021145124NAL0000811731001
SUN COMMODITIES, INC.
Form 5500
FILING_RECEIVED
SUN COMMODITIES 401(K) PLAN
401(k) retirement plan
Active participants
436
Accounts w/ balance
613
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
22 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN COMMODITIES, INC..
Plan sponsor
Name
SUN COMMODITIES, INC.
EIN
65-0805348
Address
2230 SW 2ND STREET · POMPANO BEACH, FL · 33069
Phone
(954) 648-8387
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LOUIS PLUNG & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIG SUN AMERICA LIFE ASSURANCE COMP | 86-0198983 | — | INVESTMENT MANAGEMENT | $0 | — |
Investments
22 pooled funds· $12.1M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$9.9M
21 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1 YEAR FIXED SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Common Collective Trust | — | — | $2.2M | 17.7% | |
| AMERICAN FUNDS ASSET ALLOC SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.9M | 15.5% | |
| FIDELITY VIP FREEDOM 2030 PORT SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.4M | 11.4% | |
| AMERICAN FUNDS GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.2M | 9.3% | |
| EQUITY INDEX SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $742K | 6.0% | |
| ALLIANCEBERN SMALL MID CAP VAL SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $598K | 4.8% | |
| CAPITAL APPRECIATION SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $596K | 4.8% | |
| SA AB GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $516K | 4.1% | |
| INVESCO VI GROWTH & INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $408K | 3.3% | |
| LORD ABBETT GROWTH AND INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $356K | 2.9% | |
| FRANKLIN SMALL COMPANY VALUE SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $317K | 2.5% | |
| EMERGING MARKETS SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $313K | 2.5% | |
| SA MFS TOTAL RETURN SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $296K | 2.4% | |
| INTERNATIONAL GROWTH & INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $273K | 2.2% | |
| SA JPMORGAN MFS CORE BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $213K | 1.7% | |
| LORD ABBETT MID CAP STOCK SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $171K | 1.4% | |
| GOVERNMENT AND QUALITY BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $170K | 1.4% | |
| FIDELITY VIP FREEDOM 2025 PORT SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $167K | 1.3% | |
| VAN KAMPEN INTL DIV EQ PORT SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $73K | 0.6% | |
| FIDELITY VIP FREEDOM 2020 PORT SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $73K | 0.6% | |
| ULTRA SHORT BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $58K | 0.5% | |
| FIDELITY VIP FREEDOM 2015 PORT SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $17K | 0.1% |