Sunlight Peak, LLLP DBA Sak 401(k) match, vesting and fees
What Sunlight Peak, LLLP DBA Sak's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Sunlight Peak, LLLP DBA Sak: employer contribution per participant | $3,736 | |
| Peer median | $2,411 |
| Sunlight Peak, LLLP DBA Sak: average balance | $100,922 | |
| Peer median | $61,921 |
| Sunlight Peak, LLLP DBA Sak: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $32.8M at the end of plan year 2023 to $40.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 661 | $40.1M | $1.5M | $3,736 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 588 | $32.8M | $1.4M | $3,815 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Sunlight Peak, LLLP DBA Sak match 401(k) contributions?
The match terms for the Sak 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $3,736 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunlight Peak, LLLP DBA Sak 401(k) match vested?
The vesting schedule for the Sak 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunlight Peak, LLLP DBA Sak 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Sunlight Peak, Lllp DBA Sak LLC.
I left Sunlight Peak, LLLP DBA Sak. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunlight Peak, Lllp DBA Sak LLC, (636) 385-1000) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Sunlight Peak, LLLP DBA Sak old 401(k) page lists the contacts from every plan filing. Find an old Sunlight Peak, LLLP DBA Sak 401(k)
Data from the public Form 5500 annual reports Sunlight Peak, LLLP DBA Sak filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sunlight Peak, LLLP DBA Sak. Not financial advice. Report a correction · Methodology