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Original filing (PDF)20251001173943NAL0012897553001
SUNSET DEVELOPMENT COMPANY
Form 5500
FILING_RECEIVED
SUNSET DEVELOPMENT 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
128
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNSET DEVELOPMENT COMPANY.
Plan sponsor
Name
SUNSET DEVELOPMENT COMPANY
EIN
94-1439557
Address
2600 CAMINO RAMON SUITE 201 · SAN RAMON, CA · 94583
Phone
(925) 327-3904
Industry
Real Estatesee 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
2025-10-01
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $73K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37K | — |
Investments
15 direct securities· $19.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $3.9M | 19.9% | |
| JPMorgan Core Plus Bond Fund Mutual fund | — | — | — | $3.6M | 18.3% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | — | — | — | $2.7M | 13.6% | |
| Fidelity Global EX US Index Fund Mutual fund | — | — | — | $1.6M | 8.4% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | — | — | — | $1.5M | 7.9% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.3M | 6.9% | |
| EI Fixed Account - Series Class I Guaranteed interest account | — | — | — | $1.1M | 5.4% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $875K | 4.5% | |
| JPMorgan Large Cap Growth Fund Mutual fund | — | — | — | $831K | 4.3% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | — | — | — | $583K | 3.0% | |
| MFS International Growth Fund Mutual fund | — | — | — | $523K | 2.7% | |
| American Funds American Balanced Fund Mutual fund | — | — | — | $390K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | — | — | — | $352K | 1.8% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | — | — | — | $147K | 0.8% | |
| Notes receivable from participants December 2029 - | — | — | — | $95K | 0.5% |
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