How big is Sunquest Properties, Inc.'s plan?

Sunquest Properties, Inc.'s plan reported $125K in assets and 59 participants for 2024.

Original filing (PDF)20250604110432NAL0010809297002

Sunquest Properties, Inc.

Name: Sunquest Properties, Inc. — Sunquest Properties, Form 5500 (2024)
Creator: Sunquest Properties, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sunquest Properties, Inc. 401(k) Profit Sharing PL

401(k) retirement plan · Sunquest Properties, Inc.'s Sunquest Properties, Inc. 401(k) Profit Sharing PL held $125K in plan assets for 59 participants in 2024.

Signals · 3

Late filing · 30.6 moNo ERISA fidelity bond26% in single holding

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Harry C. Hammond, IV signed Sunquest Properties, Inc.'s 2024 Form 5500 as plan administrator.

Harry C. Hammond, IV — 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

Sunquest Properties, Inc.'s EIN is 72-1042010.

EIN 72-1042010

Plan number 001

Plan year 2024

ACK ID 20250604110432NAL0010809297002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sunquest Properties, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sunquest Properties, Inc.'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 SUNQUEST PROPERTIES, INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Filed 30.6 months past the 10.5-month grace window.
No ERISA fidelity bond reported.

Plan sponsor

Name

SUNQUEST PROPERTIES, INC

EIN

all filings

Address

2812 ARMAND STREET · MONROE, LA · 712013752

Phone

(318) 669-8828

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

17 direct securities · 1 pooled fund· $124K(99% 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.

Other securities

$62K

10 holdings

Common Collective Trust

$32K

1 holding

Common Collective Trusts

$20K

5 holdings

Bonds / Notes

$6K

1 holding

Mutual Funds

$4K

1 holding

					% of plan
METLIFE GAC - SERIES 25053 RELIANCE TRUST · EIN 46-6625485 / PN 000	Common Collective Trust	—	—	$32K	25.6%
State Street Target Retirement Fund 2035 Class K Mutual Fund	Other securities	—	—	$15K	11.7%
State Street Target Retirement Fund 2055 Class K Mutual Fund	Other securities	—	—	$10K	7.8%
State Street Target Retirement Fund 2030 Class K Mutual Fund	Other securities	—	—	$9K	7.6%
Vanguard Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$7K	5.9%
State Street Target Retirement Fund 2045 Class K Mutual Fund	Other securities	—	—	$7K	5.4%
Participant loans 4.25%	Bonds / Notes	—	—	$6K	4.8%
State Street Target Retirement Fund 2020 Class K Mutual Fund	Other securities	—	—	$5K	4.3%
TIAA-CREF Equity Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$4K	3.4%
State Street Aggregate Bond Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$4K	3.3%
State Street Target Retirement Fund 2025 Class K Mutual Fund	Other securities	—	—	$4K	3.3%
State Street Target Retirement Fund Class K Mutual Fund	Other securities	—	—	$4K	3.2%
State Street Target Retirement Fund 2040 Class K Mutual Fund	Other securities	—	—	$4K	2.8%
State Street Equity 500 Index Fund Class K Mutual Fund 681 State Street Global All Cap Equity ex-US Index Fund Class Mutual Fund	Common Collective Trusts	—	—	$3K	2.8%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$3K	2.2%
State Street Target Retirement Fund 2060 Class K Mutual Fund	Other securities	—	—	$3K	2.2%
iShares MSCI EAFE International Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$2K	1.9%
State Street Target Retirement Fund 2050 Class K Mutual Fund	Other securities	—	—	$1K	1.1%