Original filing (PDF)20250501130459NAL0006862178001

SUNSERI ASSOCIATES, INC

Name: SUNSERI ASSOCIATES, INC — SUNSERI ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUNSERI ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

SUNSERI ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

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 SUNSERI ASSOCIATES, INC.

Plan sponsor

Name

SUNSERI ASSOCIATES, INC

EIN

68-0294704

Address

1930 G STREET · SACRAMENTO, CA · 95811

Phone

(916) 455-8200

Industry

Constructionsee 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

2025-05-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

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

Related plans

Similar-size Construction plans

GEO. V. HAMILTON, INC.

GEO. V. HAMILTON, INC. EMPLOYEE PROFIT SHARING PLAN

$9.9M · 41 participants

AMERICAN PIPING & BOILER CO.

AMERICAN PIPING & BOILER CO. PROFIT-SHARING PLAN (001)

$9.9M · 27 participants

AARCO ENVIRONMENTAL LLC

AARCO ENVIRONMENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST

$9.9M · 69 participants

ALLAN GERKE & SONS, INC.

ALLAN GERKE & SONS, INC. 401(K) PLAN

$9.9M · 295 participants

BIGANE PAVING COMPANY

BIGANE PAVING CO. 401(K) PROFIT SHARING PLAN