How big is Sunderlandpartners' plan?

Sunderlandpartners' plan reported $348K in assets and 7 participants for 2024.

Original filing (PDF)20250717104728NAL0000206096001

Sunderlandpartners

Name: Sunderlandpartners — Sunderlandpartners L.L.C., Form 5500 (2024)
Creator: Sunderlandpartners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunderlandpartners L.L.C. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sunderlandpartners' Sunderlandpartners L.L.C. 401(k) Profit Sharing Plan & Trust held $348K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

People on this filing

Anthony M. Ward ESQ. signed Sunderlandpartners' 2024 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — 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

Sunderlandpartners' EIN is 92-1307045.

EIN 92-1307045

Plan number 001

Plan year 2024

ACK ID 20250717104728NAL0000206096001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sunderlandpartners' 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 SUNDERLANDPARTNERS.

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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