Autumn Prothero signed Sunrock Industries LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunrock Industries LLC's EIN is 16-1229683.
Download the official 2024 Form 5500 (PDF) for Sunrock Industries LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunrock Industries LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retment 2030 Fund | Mutual Funds | — | — | $3.1M | 14.6% | |
| Vanguard Target Retment 2040 Fund | Mutual Funds | — | — | $3.1M | 14.6% | |
| Vanguard Target Retment 2050 Fund | Mutual Funds | — | — | $2.1M | 9.8% | |
| Vanguard Target Retment 2035 Fund | Mutual Funds | — | — | $1.9M | 9.2% | |
| Vanguard Target Retment 2045 Fund | Mutual Funds | — | — | $1.8M | 8.5% | |
| Vanguard Target Retment 2025 Fund | Mutual Funds | — | — | $1.6M | 7.8% | |
| Vanguard Target Retment 2060 Fund | Mutual Funds | — | — | $1.0M | 4.9% | |
| Vanguard Target Retment 2055 Fund | Mutual Funds | — | — | $977K | 4.7% | |
| Participants Notes Receivable with an interest rate of 5.50% | Bonds / Notes | — | — | $958K | 4.6% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $632K | 3.0% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $534K | 2.6% | |
| Blackrock iShares S&P 500 Index K | Common Collective Trusts | — | — | $505K | 2.4% | |
| Blackrock Total Return K | Other securities | — | — | $498K | 2.4% | |
| Vanguard Target Retrmnt Inc Fund | Mutual Funds | — | — | $487K | 2.3% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stocks | — | — | $468K | 2.2% | |
| Diamond Hill Diamond Hill Lg Cap I | Other securities | — | — | $326K | 1.6% | |
| Vanguard Target Retment 2020 Fund | Mutual Funds | — | — | $254K | 1.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $177K | 0.8% | |
| Blackrock iShares MSCI EAFE Intl Idx K | Common Collective Trusts | — | — | $162K | 0.8% | |
| Blackrock High Yield Bd Instl | Other securities | — | — | $102K | 0.5% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $94K | 0.5% | |
| Franklin Gold & Precious Metals R6 | Mutual Funds | — | — | $89K | 0.4% | |
| Vanguard Target Retrmnt 2070 Inv | Mutual Funds | — | — | $46K | 0.2% | |
| Columbia Mid Cap Index Inst2 | Other securities | — | — | $46K | 0.2% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $35K | 0.2% | |
| Fidelity Emerging Mkts Idx | Common Collective Trusts | — | — | $17K | <0.1% | |
| Transamerica Capital, Inc. Transamerica Emerging Mkt Debt R6 | Common Stocks | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
