The Sundt Companies, Inc. 401(k) Plan: Login, Facts & Contact Information

The Sundt Companies, Inc. 401(k) Plan Facts

Plan name
THE SUNDT COMPANIES 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
THE SUNDT COMPANIES, INC.
Participants
4,307 (4,565 active employees)
Former employees with a balance
570
Plan assets
$201,140,665 at Sep 30, 2025
Average account balance
$60,639 across 3,317 accounts
Recordkeeper
Fidelity Investments Institutional
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
Oct 1, 1998
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 2024 (Oct 1, 2024 – Sep 30, 2025), filed May 7, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $38.6 million went into the plan in contributions.
  • $18.2 million was paid out to participants.
  • Investment and other income added $23.4 million.
  • Administrative expenses were $73,582, about $22 per account.

How the The Sundt Companies, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,284$91.2 million$0$13.0 million
20202,305$108.8 million$0$15.3 million
20212,181$87.1 million$0$15.0 million
20222,625$108.8 million$0$10.9 million
20233,448$156.8 million$0$10.1 million
20244,307$201.1 million$0$18.2 million

The Sundt Companies, Inc. 401(k) Contact Information

Phone
520-750-6207
Mailing address
2015 W RIVER RD. SUITE 101, TUCSON AZ 85704
Plan sponsor
THE SUNDT COMPANIES, INC.
Employer identification number (EIN)
86-0923877
Plan number
002

Questions about the The Sundt Companies, Inc. 401(k)

Does The Sundt Companies, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the The Sundt Companies, Inc 401(k) have automatic enrollment?

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

How many people are in the The Sundt Companies, Inc 401(k) plan?

4,307 participants at the start of plan year 2024, 4,565 of them active employees, and 570 former employees who still had money in the plan.

What is the average 401(k) balance at The Sundt Companies, Inc?

About $60,639 per account: $201.1 million in plan assets across 3,317 accounts with a balance at the end of plan year 2024.

Who manages the The Sundt Companies, Inc 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.

I no longer work at The Sundt Companies, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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