Sundance Holdings Group, LLC 401(K) Plan — Form 5500 plan (Sundance Holdings Group, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sundance Holdings Group, LLC 401(K) Plan is a benefit plan reported by Sundance Holdings Group, LLC under EIN 20-1130359 and plan number 001. The latest loaded filing year is 2023. The filing reports 701 participants and $20,465,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sundance Holdings Group, LLC
- EIN
- 20-1130359
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 701
- End-of-year plan assets
- $20,465,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 701 | H, C | 20250304120239NAL0006943505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,465,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,465,480
- Net assets (BOY)
- $17,112,812
Income & contributions
- Employer contributions
- $255,882
- Participant contributions
- $1,576,622
- Total contributions
- $1,842,143
- Total income / additions
- $5,455,023
Expenses & distributions
- Benefits paid
- $2,035,256
- Administrative expenses
- $67,099
- Total expenses
- $2,102,355
- Net increase / (decrease)
- $3,352,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,784 | $0 | 2023 |
| Global Retirement Partners, LLC | CONSULTANT | $7,174 | not reported in the loaded dataset | 2023 |
| Tanner Accountants & Advisors | ACCOUNTANT/AUDITOR | $5,141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sundance Holdings Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Tanner Accountants & Advisors — Schedule C compensation