Original filing (PDF)20250924230010NAL0007122049001

SUNTENDER VALUATIONS, INC.

Name: SUNTENDER VALUATIONS, INC. — SUNTENDER VALUATIONS, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: SUNTENDER VALUATIONS, INC.

Form 5500-SF

FILING_RECEIVED

SUNTENDER VALUATIONS, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 SUNTENDER VALUATIONS, INC..

Plan sponsor

Name

SUNTENDER VALUATIONS, INC.

EIN

81-1717838

Address

5776 STONERIDGE MALL ROAD, #325 · PLEASANTON, CA · 94588

Phone

(408) 591-8755

Industry

Real Estatesee 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

2025-09-25

Pension benefit codes

1A · Pay-related DB formula

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

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 Real Estate plans

MB APPRAISALS DBA MICHAEL BURGER & ASSOCIATES, DBA VALBRIDGE PROPERTY

MB APPRAISALS 401(K) PLAN

$1.9M · 16 participants

ROBERT L. BRADLEY AND ASSOCIATES, INC.

ROBERT L. BRADLEY & ASSOC. 401(K) PLAN

$1.9M · 14 participants

OTTEAU GROUP, INC

OTTEAU GROUP, INC. 401(K) PLAN

$1.9M · 18 participants

HAL SERIES LLC

$1.9M · 78 participants

BROADWAY MANAGEMENT COMPANY

BROADWAY MANAGEMENT COMPANY 401(K) PLAN AND TRUST

$1.9M · 34 participants