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Sponsor portfolio

SUNTENDER VALUATIONS, INC.

EIN 81-1717838-real estate-Latest filing 2024
Plans
3
Retirement
3
$4.8M assets
Welfare
0
Participants
30
5776 STONERIDGE MALL ROAD, #325 - PLEASANTON, CA 94588408-591-8755suntendervaluations.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001TraditionalDB-$1.9M - 6 part#003TraditionalDB-$1.9M - 6 part#002401k-$997K - 18 part

Retirement portfolio analytics

3 plans aggregated / $4.8M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • DEFINED BENEFIT PENSION (#001)40%
  • PLAN & TRUST (#003)39%
  • VALUATIONS, INC. 401(K) (#002)21%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALUATIONS, INC. 401(K) (#002)18
  • DEFINED BENEFIT PENSION (#001)6
  • PLAN & TRUST (#003)6
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUNTENDER VALUATIONS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

SUNTENDER VALUATIONS, INC. PENSION PLAN & TRUST

TraditionalDB

Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUNTENDER VALUATIONS, INC. 401(K) PLAN

401k

Assets$997K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SUNTENDER VALUATIONS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$1.9M62024
003SUNTENDER VALUATIONS, INC. PENSION PLAN & TRUSTTraditionalDB$1.9M62024
002SUNTENDER VALUATIONS, INC. 401(K) PLAN401k$997K182024
Retirement plans
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