Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SUNDT COMPANIES, INC.
EIN 86-0923877Management of Companies and EnterprisesLatest filing 2025
Plans
5
Retirement
2
$1.66B assets
Welfare
3
$2.2M premiums
Participants
19,168
2015 W RIVER RD SUITE 101 - TUCSON, AZ 85704520-750-4600
Retirement portfolio analytics
2 plans aggregated / $1.66B assets / 9,017 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#001
THE SUNDT COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.45B
Participants3,876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE SUNDT COMPANIES 401(K) PLAN
401k
Assets$201.1M
Participants5,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
THE SUNDT COMPANIES,INC. ANCILLARY BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives3,891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
HEALTH CARE PLAN OF THE SUNDT COMPANIES, INC.
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
SEVERANCE PLAN OF THE SUNDT COMPANIES, INC.
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SUNDT COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.45B | 3,876 | 2025 | |
| 002 | THE SUNDT COMPANIES 401(K) PLAN | 401k | $201.1M | 5,141 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE SUNDT COMPANIES,INC. ANCILLARY BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.2M | 3,891 | 2024 | |
| 501 | HEALTH CARE PLAN OF THE SUNDT COMPANIES, INC. | Self Funded | - | $0 | 0 | 2025 | |
| 509 | SEVERANCE PLAN OF THE SUNDT COMPANIES, INC. | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans