· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUN AMERICAN MORTGAGE COMPANY — SUN AMERICAN MORTGAGE COMPANY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003184150NAL0004030258001
SUN AMERICAN MORTGAGE COMPANY
Form 5500-SF
FILING_RECEIVED
SUN AMERICAN MORTGAGE COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
90
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUN AMERICAN MORTGAGE COMPANY
.
Find decision makers
Plan sponsor
Name
SUN AMERICAN MORTGAGE COMPANY
EIN
86-0489049
Address
4140 E BASELINE RD STE 206 · MESA, AZ · 85206
Phone
(801) 830-1554
Industry
Finance & Insurance
see 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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TDA, INC.
TDA DEFINED BENEFIT PENSION PLAN
$6.2M · 16 participants
FIRST CREDIT CORPORATION OF NEW YORK, INC.
FIRST CREDIT CORP. OF NEW YORK, INC. PROFIT SHARING PLAN
$6.2M · 10 participants
RAZA DEVELOPMENT FUND, INC.
RDF RETIREMENT PLAN
$6.3M · 37 participants
COLUMBIA CAPITAL II INC.
COLUMBIA CAPITAL CO. PROFIT SHARING PLAN
$6.2M · 3 participants
VELLUM MORTGAGE, INC.
VELLUM MORTGAGE, INC. 401(K) PLAN
$6.3M · 83 participants
100
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.
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COLUMBIA CAPITAL II INC.
COLUMBIA CAPITAL CO. PROFIT SHARING PLAN
$6.1M · 3 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
