Eugene Hallenbeck signed Natural Power Sources DBA Suntuity's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Natural Power Sources DBA Suntuity's EIN is 26-1875099.
Download the official 2022 Form 5500 (PDF) for Natural Power Sources DBA Suntuity from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Natural Power Sources DBA Suntuity'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $237 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $46K | 14.1% | |
| T. Rowe Price Retirement Index 2060 Mutual Fund | Other securities | — | — | $31K | 9.4% | |
| T. Rowe Price Retirement Index 2040 Mutual Fund - T. Rowe Price Retirement Index 2045 Mutual Fund | Other securities | — | — | $28K | 8.7% | |
| T. Rowe Price Retirement Index 2035 Mutual Fund | Other securities | — | — | $28K | 8.5% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $26K | 8.1% | |
| Janus Henderson Overseas Mutual Fund | Mutual Funds | — | — | $21K | 6.4% | |
| Fidelity Extended Market Index Mutual Fund 549 Fidelity International Bond Index Mutual Fund 615 Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $20K | 6.2% | |
| T. Rowe Price Retirement Index 2050 Mutual Fund | Other securities | — | — | $18K | 5.4% | |
| Fidelity Advisor Worldwide Mutual Fund 458 Fidelity Balanced Mutual Fund | Mutual Funds | — | — | $14K | 4.4% | |
| American Funds Capital Income Mutual Fund | Mutual Funds | — | — | $13K | 4.0% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $12K | $12K | 3.6% | |
| T. Rowe Price Retirement Index 2055 Mutual Fund | Other securities | — | — | $9K | 2.8% | |
| BlackRock Emerging Markets Mutual Fund 654 Clearbridge Value Trust Mutual Fund | Other securities | — | — | $8K | 2.6% | |
| PIMCO Real Return Mutual Fund | Mutual Funds | — | — | $8K | 2.4% | |
| T. Rowe Price Retirement Index 2030 Mutual Fund | Other securities | — | — | $7K | 2.1% | |
| Fidelity Blue Chip Growth Mutual Fund | Mutual Funds | — | — | $6K | 1.9% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $5K | 1.6% | |
| T. Rowe Price Retirement Index 2065 Mutual Fund | Other securities | — | — | $4K | 1.4% | |
| American Funds Europacific Mutual Fund | Mutual Funds | — | — | $4K | 1.3% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $4K | 1.2% | |
| T. Rowe Price Retirement Index 2025 Mutual Fund | Other securities | — | — | $3K | 0.9% | |
| MFS Mid Cap Value Mutual Fund | Mutual Funds | — | — | $3K | 0.9% | |
| Massmutual High Yield Index Mutual Fund | Other securities | — | — | $3K | 0.8% | |
| Oakmark International Mutual Fund | Other securities | — | — | $1K | 0.4% | |
| AB Small Cap Growth Mutual Fund | Other securities | — | — | $1K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SHERIDAN ROAD ADVISORS LLC |
| — |
| NORTHBROOK, IL |
| INVESTMENT ADVISOR |
| $3K |
| — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $722 | — |
