Original filing (PDF)20250411220304NAL0047904450033

SUNRIVER VENTURE PARTNERS, LLC

Name: SUNRIVER VENTURE PARTNERS, LLC — SUNRIVER VENTURE PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SUNRIVER VENTURE PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

SUNRIVER VENTURE PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

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.

Decision-maker contacts

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

Plan sponsor

Name

SUNRIVER VENTURE PARTNERS, LLC

EIN

86-1515638all filings

Address

8333 DOUGLAS AVE · SUITE 400 · DALLAS, TX · 75225

Phone

(214) 952-4902

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CASTILLO GOMEZ ROBB & ASSOCIATES LLP

CASTILLO GOMEZ ROBB & ASSOCIATES LLP 401K

$16K · 2 participants

ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC

ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN

$16K · 3 participants

RISE WEALTH MANAGEMENT, LLC.

RISE WEALTH MANAGEMENT, LLC. 401(K) PLAN

$16K · 3 participants

GLENDALE CAPITAL PARTNERS LLC

GLENDALE CAPITAL PARTNERS LLC MCF BENEFIT PLAN

$16K · 2 participants

JEFF RIEGLE, LLC

JEFF RIEGLE, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.