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Original filing (PDF)20251010100504NAL0007484609001
SUNRUN INC.
Form 5500
FILING_RECEIVED
SUNRUN INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
9,452
Accounts w/ balance
105
Plan assets (EOY)
$366.3M
Net assets (EOY)
$366.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 36 bps in Schedule C fees — 261% above peer band of 10 bps.
- Only 1% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNRUN INC..
Plan sponsor
Name
SUNRUN INC.
EIN
26-2841711
Address
600 CALIFORNIA STREET, SUIT 800 · SAN FRANCISCO · SAN FRANCISCO, CA · 94108
Phone
(215) 975-7738
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $939K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE AND MORAN | — | DETROIT, MI | AUDITOR | $79K | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | AUDITOR | $23K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $204K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | OTHER | $74K | — |
| ACCESS RETIREMENT SERVICES LLC | — | HENDERSONVILLE, TN | OTHER | $2K | — |
Investments
16 direct securities · 15 pooled funds· $367.9M(100% of reported assets)
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.
Common Collective Trust
$261.4M
13 holdings
Uncategorized
$94.1M
16 holdings
Pooled Separate Account
$12.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 - | — | — | — | $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 | — | — | — | $6.1M | 1.7% | |
| Fidelity US Bond Index | — | — | — | $4.7M | 1.3% | |
| NUVEEN Large Cap Responsible Equity R6 | — | — | — | $4.2M | 1.1% | |
| Empower Trust Company, LLC JPMorgan U.S. Small Company R6 | — | — | — | $3.9M | 1.1% | |
| Principal Diversified Real Asset Institutional | — | — | — | $3.7M | 1.0% | |
| DFA Intl Sustainability Core 1 Fund | — | — | — | $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 | — | — | — | $1.8M | 0.5% | |
| T. Rowe Price Value | — | — | — | $1.8M | 0.5% | |
| Empower Trust Company, LLC CAPITAL GROUP EUROPACIFIC GROWTH SA | — | — | — | $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 | — | — | — | $1.5M | 0.4% | |
| Columbia Contrarian Core Fund Institutional | — | — | — | $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 | — | — | — | $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 | — | — | — | $435K | 0.1% |