How big is Suncity Services, LLC's plan?

Suncity Services, LLC's plan reported $379K in assets and 2 participants for 2025.

Original filing (PDF)20260422220703NAL0002212035065

Suncity Services, LLC

Name: Suncity Services, LLC — Suncity Advising 401(k) Plan, Form 5500 (2025)
Creator: Suncity Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Suncity Advising 401(k) Plan

401(k) retirement plan · Suncity Services, LLC's Suncity Advising 401(k) Plan held $379K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

People on this filing

Elantha Barry signed Suncity Services, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Suncity Services, LLC's EIN is 81-3747688.

EIN 81-3747688

Plan number 001

Plan year 2025

ACK ID 20260422220703NAL0002212035065

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Suncity Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Suncity Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNCITY SERVICES, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SUNCITY SERVICES, LLC

EIN

all filings

Address

7924 IVANHOE AVENUE · SUITE 1 · LA JOLLA, CA · 92037

Phone

(858) 442-7446

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator