Melissa OHM signed Sunset Manor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunset Manor, Inc.'s EIN is 23-7010671.
Download the official 2024 Form 5500 (PDF) for Sunset Manor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunset Manor, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2025 Inv Fund | Registered Investment Companies | — | $0 | $1.9M | 13.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Registered Investment Companies | — | $0 | $1.5M | 10.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Registered Investment Companies | — | $0 | $1.3M | 8.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Registered Investment Companies | — | $0 | $1.1M | 7.9% | |
| Vanguard Tgt Rmt Inc Inv Fund | Registered Investment Companies | — | $0 | $1.0M | 7.3% | |
| Prin MidCap S&P 400 Idx R6 Fd | Registered Investment Companies | — | $0 | $876K | 6.1% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Registered Investment Companies | — | $0 | $835K | 5.8% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Registered Investment Companies | — | $0 | $709K | 4.9% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Registered Investment Companies | — | $0 | $696K | 4.8% | |
| Vanguard 500 Index Admiral Fd | Registered Investment Companies | — | $0 | $457K | 3.2% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Registered Investment Companies | — | $0 | $410K | 2.9% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Registered Investment Companies | — | $0 | $395K | 2.8% | |
| Vangd Ttl Intl Bond Idx Adm Fd | Registered Investment Companies | — | $0 | $344K | 2.4% | |
| Insurance Company GeneralPrin Fixed Inc Guar Option | Common Stocks | — | $0 | $240K | 1.7% | |
| Prin RE Secs R6 Fund | Registered Investment Companies | — | $0 | $235K | 1.6% | |
| Victory Sycamore Est Val R6 Fd | Registered Investment Companies | — | $0 | $201K | 1.4% | |
| JANUSHENDERSON ENTRPRS N | Registered Investment Companies | — | $0 | $188K | 1.3% | |
| PUTNAM LARGE CAP VALUE R6 FUND | Registered Investment Companies | — | $0 | $150K | 1.0% | |
| Prin SmCp S&P 600 Idx R6 Fd | Registered Investment Companies | — | $0 | $144K | 1.0% | |
| JP MORGAN LARGE CAP GR R6 FD | Registered Investment Companies | — | $0 | $131K | 0.9% | |
| Prin SmallCap Value II R6 Fd | Registered Investment Companies | — | $0 | $121K | 0.8% | |
| Sunset Manor Inc | OTHER | — | $0 | $110K | 0.8% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Registered Investment Companies | — | $0 | $106K | 0.7% | |
| Principal Core Fixed | Registered Investment Companies | — | $0 | $106K | 0.7% | |
| Vanguard Int-Tm Bd Idx Adm Fd | Registered Investment Companies | — | $0 | $103K | 0.7% | |
| American Funds SMCAP Wld R6 Fd | Registered Investment Companies | — | $0 | $97K | 0.7% | |
| FIDELITY ADV INTL CAP APP Z | Registered Investment Companies | — | $0 | $77K | 0.5% | |
| AMERICAN CENTURY SC GR R6 FD | Registered Investment Companies | — | $0 | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
