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Sponsor portfolio

SUNWEST SUPPLY, INC.

EIN 86-0658315-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
86
15 E SAHUARO - TUCSON, AZ 85705520-882-5717
Plans on this EIN
2 filings
#002ESOP-$9.3M - 44 part#001401k-$2.4M - 42 part

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 86 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#002)80%
  • PROFIT SHARING PLAN (#001)20%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)44
  • PROFIT SHARING PLAN (#001)42
Total 86Click 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#002

SUNWEST SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.3M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUNWEST SUPPLY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.4M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUNWEST SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.3M442024
001SUNWEST SUPPLY, INC. 401(K) PROFIT SHARING PLAN401k$2.4M422025
Retirement plans
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