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SUNTEC HOLDINGS, INC. — SUNTEC EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014124858NAL0002946017001
SUNTEC HOLDINGS, INC.
Form 5500
FILING_RECEIVED
SUNTEC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
1,281
Accounts w/ balance
1,479
Plan assets (EOY)
$170.9M
Net assets (EOY)
-$99.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUNTEC HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
SUNTEC HOLDINGS, INC.
EIN
93-4872772
Address
23751 N. 23RD AVENUE, SUITE 175 · PHOENIX, AZ · 85085
Phone
(602) 997-0937
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
MANSPERGER, PATTERSON & MCMULLIN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $149.9M
(88% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
1 *Suntec Holdings, Inc. Stock 637,500 shares
—
—
$303.4M
$149.9M
87.7%
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Knocking points off
Top holding "1 *Suntec Holdings, Inc. Stock 637,500 shares" is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
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