The Sundance Group 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

The Sundance Group 401(k) Plan Facts (plan year 2020)

Plan name
THE SUNDANCE 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
THE SUNDANCE GROUP
Participants
947 (385 active employees)
Former employees with a balance
542
Plan assets
$8,203,825 at Dec 31, 2020
Average account balance
$9,333 across 879 accounts
Employer contributions
$146,482 in plan year 2020 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Jun 30, 1992
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Oct 15, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $794,580 went into the plan in contributions, $146,482 of it from the employer (18%).
  • $590,735 was paid out to participants.
  • Investment and other income added $1.31 million.
  • Administrative expenses were $50,924, about $58 per account.

How the The Sundance Group 401(k) changed, 20152020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015614$4.51 million$80,549$236,696
2016707$5.05 million$93,549$343,358
2017826$5.59 million$109,067$963,827
2018833$5.25 million$126,282$667,665
2019884$6.74 million$121,830$558,979
2020947$8.20 million$146,482$590,735

The Sundance Group 401(k) Contact Information

Phone
801-705-8996
Mailing address
550 E 770 N, OREM UT 84097
Plan sponsor
THE SUNDANCE GROUP
Employer identification number (EIN)
84-1421193
Plan number
001

Questions about the The Sundance Group 401(k)

Is the The Sundance Group 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.

Does The Sundance Group contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $146,482, 18% of all contributions.

Does the The Sundance Group 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Sundance Group 401(k) plan?

947 participants at the start of plan year 2020, 385 of them active employees, and 542 former employees who still had money in the plan.

What is the average 401(k) balance at The Sundance Group?

About $9,333 per account: $8.20 million in plan assets across 879 accounts with a balance at the end of plan year 2020.

Who manages the The Sundance Group 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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