How big is Sun Group Wealth Partners' plan?

Sun Group Wealth Partners' plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250924132909NAL0006804657001

Sun Group Wealth Partners

Name: Sun Group Wealth Partners — Sun Group Wealth, Form 5500 (2024)
Creator: Sun Group Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Group Wealth Partners Retirement Plan

401(k) retirement plan · Sun Group Wealth Partners' Sun Group Wealth Partners Retirement Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Sun Group Wealth Partners' EIN is 90-0674671.

EIN 90-0674671

Plan number 001

Plan year 2024

ACK ID 20250924132909NAL0006804657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sun Group Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sun Group Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SUN GROUP WEALTH PARTNERS

EIN

all filings

Address

17500 RED HILL AVE, STE. #140 · IRVINE, CA · 92614

Phone

(949) 625-6800

Industry

Finance & Insurance

Plan administrator