Back to filter
Original filing (PDF)20240319155417NAL0001292144001
SUN DISTRIBUTING COMPANY LLC
Form 5500-SF
FILING_RECEIVED
SUN DISTRIBUTING COMPANY LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 40.1 moNo auditor on file
Active participants
225
Accounts w/ balance
251
Plan assets (EOY)
$134K
Net assets (EOY)
$134K
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 40.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN DISTRIBUTING COMPANY LLC.
Plan sponsor
Name
SUN DISTRIBUTING COMPANY LLC
EIN
81-4779412
Address
PO BOX 2819 · LA MESA, CA · 91943
Phone
(858) 277-1702
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2024-03-19
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Transportation & Warehousing plans
WHITE GLOVE DELIVERY AND STORAGE
WHITE GLOVE DELIVERY AND STORAGE LLC
$134K · 2 participants
BENJAMIN E SENTER DBA BEN SENTER
BENJAMIN E SENTER
$134K · 14 participants
BONES TRANSPORTATION INC.
BONES TRANSPORTATION INC. 401(K) PLAN
$135K · 16 participants
TYKO LOGISITICS LLC
TYKO LOGISITICS LLC 401(K) PLAN
$135K · 59 participants
RADIN LOGISTICS
RADIN LOGISTICS 401(K) PLAN
$134K · 89 participants
OGO INCORPORATED
OGO INCORPORATED 401(K) PLAN
$135K · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B