How big is Sunstone Strategies, LLC's plan?

Sunstone Strategies, LLC's plan reported $1.2M in assets and 25 participants for 2025.

Original filing (PDF)20260423220450NAL0005237409049

Sunstone Strategies, LLC

Name: Sunstone Strategies, LLC — Sunstone Strategies, LLC, Form 5500 (2025)
Creator: Sunstone Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunstone Strategies, LLC 401(k) Plan

401(k) retirement plan · Sunstone Strategies, LLC's Sunstone Strategies, LLC 401(k) Plan held $1.2M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed Sunstone Strategies, 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

Sunstone Strategies, LLC's EIN is 83-1582358.

EIN 83-1582358

Plan number 001

Plan year 2025

ACK ID 20260423220450NAL0005237409049

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sunstone Strategies, 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 SUNSTONE STRATEGIES, 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