· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUN SUPPLY, INC. — SUN SUPPLY, INC. PROFIT SHARING 401(K) SALARY REDUCTION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250409003412NAL0019179121001
SUN SUPPLY, INC.
Form 5500-SF
FILING_RECEIVED
SUN SUPPLY, INC. PROFIT SHARING 401(K) SALARY REDUCTION PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
36
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
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 SUPPLY, INC.
.
Find decision makers
Plan sponsor
Name
SUN SUPPLY, INC.
EIN
93-0606657
Address
2310 NW 24TH AVE · PORTLAND, OR · 97210
Phone
(503) 222-5080
Industry
Wholesale Trade
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
2025-04-09
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
Related plans
Similar-size Wholesale Trade plans
ONE STROKE INKS
ONE STROKE INKS 401(K) PLAN
$6.9M · 33 participants
ROYAL CONSUMER INFORMATION PRODUCTS, INC.
ROYAL CONSUMER PRODUCTS, INC. EMPLOYEE SAVINGS PLAN
$7.0M · 27 participants
ANCARE CORPORATION
ANCARE CORPORATION 401(K) PROFIT SHARING PLAN
$7.0M · 11 participants
MCCORMICK GRAIN - THE HEIMAN COMPANY, INC.
MCCORMICK GRAIN - THE HEIMAN COMPANY, INC. 401(K) PLAN
$7.0M · 1 participants
UNION ELECTRONICS, INC.
UNION ELECTRONICS 401(K) PROFIT SHARING PLAN AND TRUST
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.9M · 56 participants
LOTTE CHEMICAL CA, INC.
LOTTE CHEMICAL CA, INC. RETIREMENT PLAN
$6.9M · 83 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
