James Pitman signed SUNS Legacy Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SUNS Legacy Partners' EIN is 20-1257286.
Download the official 2024 Form 5500 (PDF) for SUNS Legacy Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SUNS Legacy Partners' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
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