Sun Orchard, Inc. 401(k) Plan: Login, Facts & Contact Information
Sun Orchard, Inc. 401(k) Login
24 former Sun Orchard, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Sun Orchard, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 13, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.25 million went into the plan in contributions, $419,695 of it from the employer (34%).
- $578,125 was paid out to participants.
- Investment and other income added $721,674.
- Administrative expenses were $10,614, about $72 per account.
How the Sun Orchard, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 188 | $3.54 million | $112,969 | $679,110 |
| 2020 | 124 | $4.70 million | $181,255 | $253,630 |
| 2021 | 182 | $3.82 million | $237,386 | $725,181 |
| 2022 | 233 | $4.95 million | $310,833 | $511,961 |
| 2023 | 265 | $6.80 million | $361,297 | $607,375 |
| 2024 | 258 | $8.16 million | $419,695 | $578,125 |
Sun Orchard, Inc. 401(k) Contact Information
Questions about the Sun Orchard, Inc. 401(k)
Does Sun Orchard, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $419,695, 34% of all contributions.
Does the Sun Orchard, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Sun Orchard, Inc 401(k) plan?
258 participants at the start of plan year 2024, 248 of them active employees, and 24 former employees who still had money in the plan.
What is the average 401(k) balance at Sun Orchard, Inc?
About $55,519 per account: $8.16 million in plan assets across 147 accounts with a balance at the end of plan year 2024.
Who manages the Sun Orchard, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Sun Orchard, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.