How big is Sun & Dale's plan?

Sun & Dale's plan reported $72K in assets and 14 participants for 2023.

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Original filing (PDF)20240712144244NAL0017779921001

Sun & Dale

Name: Sun & Dale — Form 5500 (2023)
Creator: Sun & Dale
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun & Dale

401(k) retirement plan · Sun & Dale held $72K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

SARA Brancato signed Sun & Dale's 2023 Form 5500 as plan administrator.

SARA Brancato — 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

Sun & Dale's EIN is 84-3391763.

EIN 84-3391763

Plan number 001

Plan year 2023

ACK ID 20240712144244NAL0017779921001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sun & Dale from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sun & Dale'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 SUN & DALE.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUN & DALE

EIN

all filings

Address

4 OLD POST RD · MOUNTAIN DALE, NY · 12763

Phone

(917) 605-0230

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-12

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)

Small plans don't disclose service providers

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