Nicole Brown signed SANY America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SANY America, Inc.'s EIN is 20-5048542.
Download the official 2024 Form 5500 (PDF) for SANY America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SANY America, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$463 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 11.5% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.9M | 10.9% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.6M | 9.1% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.3M | 7.6% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.3M | 7.6% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.1M | 6.4% | |
| Hartford Core Equity Fund | Other securities | — | — | $1.1M | 6.3% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $1.1M | 6.2% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $930K | 5.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $806K | 4.7% | |
| Fidelity Growth Opportunities Fund | Mutual Funds | — | — | $513K | 3.0% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $421K | 2.5% | |
| Fidelity Midcap Index Fund | Common Collective Trusts | — | — | $405K | 2.4% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $329K | 1.9% | |
| BlackRock Midcap Growth Fund | Other securities | — | — | $282K | 1.6% | |
| Fidelity Smallcap Value Fund | Mutual Funds | — | — | $279K | 1.6% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $279K | 1.6% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $242K | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $226K | 1.3% | |
| Fidelity Smallcap Index Fund | Common Collective Trusts | — | — | $220K | 1.3% | |
| American Century Emerging Markets Fund | Other securities | — | — | $217K | 1.3% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $212K | 1.2% | |
| Columbia Dividend Income Inst | Other securities | — | — | $129K | 0.8% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $118K | 0.7% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $78K | 0.5% | |
| Fidelity Freedom 2015 Fund ** 1 * Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $77K | 0.5% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $38K | 0.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $34K | 0.2% | |
| John Hancock Disciplined Value Midcap Fund | Other securities | — | — | $22K | 0.1% | |
| Fidelity Advisor Stable Value Fund I | Stable Value | — | — | $21K | 0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $19K | 0.1% | |
| Principal Global Real Estate Securities Fund | Other securities | — | — | $16K | <0.1% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $3K | <0.1% |
