Sun Mountain Lumber Company's EIN is 20-0080113.
Download the official 2024 Form 5500 (PDF) for Sun Mountain Lumber Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Mountain Lumber Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | AUSTIN, TX | ADVISOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Contract Nationwide Guaranteed Investment Contract | Stable Value | — | — | $1.2M | 17.1% | |
| Rtrgd Mod Gr 1 | Other securities | — | — | $1.1M | 15.2% | |
| Ab Lgcap Gr I | Mutual Funds | — | — | $968K | 13.6% | |
| Fid 500 Indx | Mutual Funds | — | — | $620K | 8.7% | |
| Rtrgd Cnsrv Gr 1 | Other securities | — | — | $511K | 7.2% | |
| Rtrgd Gr 1 | Other securities | — | — | $391K | 5.5% | |
| Amcent Rtrmntrdns 2030 I | Other securities | — | — | $326K | 4.6% | |
| Victory Pioneer Equity Inc Fnd Y | Common Stocks | — | — | $235K | 3.3% | |
| Leggm Wstras Corplsbd I | Other securities | — | — | $197K | 2.8% | |
| Trowepr Emrg Mkt Stk I | Other securities | — | — | $164K | 2.3% | |
| Amcent Rtrmntrdns 2035 I | Other securities | — | — | $162K | 2.3% | |
| Amcent Rtrmntrdns 2045 I | Other securities | — | — | $139K | 1.9% | |
| Dfa Realest Sec | Mutual Funds | — | — | $125K | 1.7% | |
| Amcent Rtrmntrdns 2025 I | Other securities | — | — | $83K | 1.2% | |
| Amcent Rtrmntrdns 2040 I | Other securities | — | — | $75K | 1.1% | |
| Amcent Rtrmntrdns 2055 I | Other securities | — | — | $74K | 1.0% | |
| Fid Mdcap Indx | Mutual Funds | — | — | $74K | 1.0% | |
| Leggm Clrbrdg Intl Gr I | Other securities | — | — | $72K | 1.0% | |
| Pgim Hi Yld Z 232 Pimco Intl Bdusdlrhdginst | Mutual Funds | — | — | $64K | 0.9% | |
| Amcent Rtrmntrdns 2060 I | Other securities | — | — | $61K | 0.9% | |
| Amcent Rtrmntrdns 2050 I | Other securities | — | — | $50K | 0.7% | |
| The Plan trustee and certain relatives are participants in the Plan. These individuals made salary deferral contributions of $49,929 to the plan and had | Other securities | — | — | $50K | 0.7% | |
| Blkrk Mdcap Gr Eq Inst | Other securities | — | — | $48K | 0.7% | |
| Dfa Infl Prtct Sec Inst | Mutual Funds | — | — | $39K | 0.6% | |
| Trowepr Blue Chip Gr | Other securities | — | — | $31K | 0.4% | |
| Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $28K | 0.4% | |
| Vngrd Divd App Indx Adml | Other securities | — | — | $27K | 0.4% | |
| Invsco Goldspecmnrls Y | Other securities | — | — | $27K | 0.4% | |
| Gabelli Gold Inst | Other securities | — | — | $26K | 0.4% | |
| Frstegle Gold R6 | Other securities | — | — | $26K | 0.4% | |
| Fnkln Smcap Val Adv | Other securities | — | — | $22K | 0.3% | |
| Fidadv Gold I | Other securities | — | — | $18K | 0.3% | |
| Alger Cap App 12 | Other securities | — | — | $16K | 0.2% | |
| Fid Intl Indx | Mutual Funds | — | — | $16K | 0.2% | |
| Lrdabt Devl Gr R5 | Other securities | — | — | $14K | 0.2% | |
| Amcent Rtrmntrdns 2065 I | Other securities | — | — | $13K | 0.2% | |
| amounted to $12,999 for the year ended December 31, 2024. | Other securities | — | — | $13K | 0.2% | |
| Amcent Rtrmntrdnsrtrmnt I | Other securities | — | — | $12K | 0.2% | |
| Jnshndrsn Triton N | Other securities | — | — | $12K | 0.2% | |
| $9,821 distributions from the plan. | Other securities | — | — | $10K | 0.1% | |
| Gdmnscs Lgcap Val A | Other securities | — | — | $10K | 0.1% | |
| Fid Smcap Indx | Mutual Funds | — | — | $9K | 0.1% | |
| Ev Atlnta Cap Smid Cap I | Other securities | — | — | $9K | 0.1% | |
| Invsco Divrs Divd R5 | Other securities | — | — | $8K | 0.1% | |
| Mid Cap Value Fund Fee Class R1 891 Nuveen Lifecycle Indx Ret Inc Fnd R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Amana Gr Inv | Other securities | — | — | $6K | <0.1% | |
| Amfds Wshngtn Mut Inv R6 | Other securities | — | — | $3K | <0.1% | |
| Ab Lgcap Gr K | Other securities | — | — | $3K | <0.1% | |
| Blkrk Advtg Lgcap Gr Inst | Other securities | — | — | $3K | <0.1% | |
| Rtrgd Growth & Income 1 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SCOTTSDALE, AZ |
| ADVISOR |
| $0 |
| — |
| SECURITIES AMERICA, INC. | — | LA VISTA, NE | ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 42-1330861 | ERIE, PA | TPA | $3K | — |
