Carol Naugle signed Sun Energy Services, LLC DBA DEEP Well Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun Energy Services, LLC DBA DEEP Well Services' EIN is 26-3275367.
Download the official 2024 Form 5500 (PDF) for Sun Energy Services, LLC DBA DEEP Well Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Energy Services, LLC DBA DEEP Well Services' plan includes a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom Index 2050 N/R | Mutual Funds | — | — | $3.3M | 22.1% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments Freedom Index 2055 N/R | Mutual Funds | — | — | $2.5M | 16.5% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments Freedom Index 2045 N/R | Mutual Funds | — | — | $1.8M | 12.2% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments 500 Index Investment N/R | Common Collective Trusts | — | — | $1.4M | 9.4% | |
| Fund * Mutual Fund Fidelity Investments Freedom Index 2060 N/R | Mutual Funds | — | — | $1.2M | 8.2% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments Freedom Index 2040 N/R | Mutual Funds | — | — | $934K | 6.2% | |
| Fund Institutional Premium Class Mutual Fund JP Morgan Large Cap Growth R6 N/R | Other securities | — | — | $882K | 5.9% | |
| Fidelity Investments Freedom Index 2035 N/R | Mutual Funds | — | — | $838K | 5.6% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments Freedom Index 2065 N/R | Mutual Funds | — | — | $591K | 3.9% | |
| Fund Institutional Premium Class Mutual Fund Dimensional Fund Advisors Inflation N/R 503 Protected Securities Portfolio * Common/Collective Trust Fidelity Investments Managed Income N/R | Common Collective Trusts | — | — | $316K | 2.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $316K | 2.1% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments Freedom Index 2025 N/R | Mutual Funds | — | — | $263K | 1.7% | |
| Fund Institutional Premium Class Mutual Fund JP Morgan U.S. Equity Fund R6 N/R | Other securities | — | — | $240K | 1.6% | |
| Fidelity Investments Freedom Index 2030 N/R | Mutual Funds | — | — | $142K | 0.9% | |
| Fund Institutional Premium Class Mutual Fund Putnam Investments Large Cap Value N/R | Mutual Funds | — | — | $112K | 0.7% | |
| Fund R6 * Mutual Fund Fidelity Investments Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $86K | 0.6% | |
| American Funds New Perspective Fund N/R | Mutual Funds | — | — | $72K | 0.5% | |
| R6 Mutual Fund iShares Russell 2000 Small Cap Index N/R | Common Collective Trusts | — | — | $52K | 0.3% | |
| Fund K Mutual Fund American Funds Bond Fund of America N/R | Mutual Funds | — | — | $50K | 0.3% | |
| R6 Mutual Fund American Funds EuroPacific Growth Fund N/R | Mutual Funds | — | — | $47K | 0.3% | |
| R6 Mutual Fund JP Morgan Mid Cap Growth Fund N/R | Other securities | — | — | $40K | 0.3% | |
| Fidelity Investments Freedom Index N/R | Mutual Funds | — | — | $40K | 0.3% | |
| Income Fund Institutional Premium Class Mutual Fund PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $15K | <0.1% | |
| MGL Emerging Markets R6 N/R | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Investments Freedom Index 2020 N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments Freedom Index 2010 N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Fund Institutional Premium Class * Mutual Fund Fidelity Investments Freedom Index 2070 N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
