Sunstone Strategies LLC

Sage Welch Individual Agent	360 GRANDE AVE # 187, OAKLAND, CA 94610 (View Past Addresses)
Sage Welch Manager	360 GRANDE AVE # 187, OAKLAND, CA 94610 (View Past Addresses)

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360 GRANDE AVE # 187, OAKLAND, CA 94610 View Map

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Form 5500

360 Grand Avenue #187, Oakland, Ca 94610 (615) 715-6714 EIN:83-1582358 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSUNSTONE STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 19 Assets BOY/EOY$114,670 / $318,112	2023	SUNSTONE STRATEGIES, LLC 401(K) PLAN - Plan #001	12 / 19	$114,670 / $318,112
2022	Plan NameSUNSTONE STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 13 Assets BOY/EOY$21,789 / $114,670	2022	SUNSTONE STRATEGIES, LLC 401(K) PLAN - Plan #001	5 / 13	$21,789 / $114,670
2021	Plan NameSUNSTONE STRATEGIES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $21,789	2021	SUNSTONE STRATEGIES, LLC 401(K) PLAN - Plan #001	0 / 5	$0 / $21,789

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Sunstone Strategies LLC Registered in Missouri	Belton, MO	View Report
Sunstone Wealth Strategies, LLC Registered in Massachusetts	Norfolk, MA	View Report
Sunstone Strategies, LLC Registered in Vermont	Woodstock, VT	View Report

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

Company Summary