BETH Francis signed Sunrun Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunrun Inc.'s EIN is 26-2841711.
Download the official 2024 Form 5500 (PDF) for Sunrun Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunrun Inc.'s 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $939K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $204K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $59.1M | 16.1% | |
| THE VANGUARD TARGET RETIRE 2050 VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $50.0M | 13.7% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $41.7M | 11.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $36.1M | 9.8% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $35.8M | 9.8% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $22.2M | 6.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $16.2M | 4.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $12.2M | 3.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $11.9M | 3.3% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $10.8M | 2.9% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $9.7M | 2.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $9.5M | 2.6% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $6.1M | 1.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $4.7M | 1.3% | |
| NUVEEN Large Cap Responsible Equity R6 | Mutual Funds | — | — | $4.2M | 1.1% | |
| Empower Trust Company, LLC JPMorgan U.S. Small Company R6 | Common Stocks | — | — | $3.9M | 1.1% | |
| Principal Diversified Real Asset Institutional | Other securities | — | — | $3.7M | 1.0% | |
| DFA Intl Sustainability Core 1 Fund | Mutual Funds | — | — | $3.6M | 1.0% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $3.1M | 0.9% | |
| MID CAP VALUE FEE CLASS R1 GRATE GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| JPMORGAN MID CAP GROWTH R6 | Other securities | — | — | $1.8M | 0.5% | |
| T. Rowe Price Value | Other securities | — | — | $1.8M | 0.5% | |
| Empower Trust Company, LLC CAPITAL GROUP EUROPACIFIC GROWTH SA | Common Stocks | — | — | $1.6M | 0.4% | |
| FUTURE FUNDS SERIES ACCOUNTI II OF EMPOWER & ANNUITY INSURANCE CO. · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.6M | 0.4% | |
| JPMORGAN CORE BOND R6 | Other securities | — | — | $1.5M | 0.4% | |
| Columbia Contrarian Core Fund Institutional | Other securities | — | — | $1.5M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| PIONEER STRATEGIC INCOME Y | Other securities | — | — | $1.3M | 0.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $777K | 0.2% | |
| Parnassus Core 1 Equity Fund | Other securities | — | — | $435K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| PLANTE AND MORAN | — | DETROIT, MI | AUDITOR | $79K | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | AUDITOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | OTHER | $74K | — |
| ACCESS RETIREMENT SERVICES LLC | — | HENDERSONVILLE, TN | OTHER | $2K | — |
