Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUNDIN & COMPANY, PLC
EIN 77-0706940Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
3648 E RUNAWAY BAY PL - QUEEN CREEK, AZ 85142480-253-7460
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SUNDIN & COMPANY, PLC CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUNDIN & COMPANY, PLC 401(K)/PROFIT SHARING
401k
Assets$383K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUNDIN & COMPANY, PLC CASH BALANCE PLAN | CashBalance | $2.5M | 4 | 2024 | |
| 001 | SUNDIN & COMPANY, PLC 401(K)/PROFIT SHARING | 401k | $383K | 4 | 2024 |
Retirement plans