Carmen Marney signed Sunmed LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunmed LLC's EIN is 26-3700043.
Download the official 2025 Form 5500 (PDF) for Sunmed LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sunmed LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORS | 33-0818667 | — | RETAINED BY PLAN SPONSOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6.6M | 14.0% | |
| American Funds American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6.3M | 13.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $5.0M | 10.5% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.9M | 10.3% | |
| American Funds American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4.5M | 9.5% | |
| American Funds American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3.1M | 6.7% | |
| American Funds American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $2.4M | 5.1% | |
| American Funds American Funds 2025 Target Date Retirement Income Fund R6 | Mutual Funds | — | — | $2.1M | 4.5% | |
| American Funds American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $1.9M | 4.1% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $1.3M | 2.7% | |
| Fidelity Investments Fidelity Advisor Total Bond Fund Z | Mutual Funds | — | — | $1.2M | 2.6% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $852K | 1.8% | |
| American Funds American Funds 2020 Target Date Retirement Income Fund R6 | Mutual Funds | — | — | $693K | 1.5% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $683K | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $637K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $536K | 1.1% | |
| JPMorgan US Government Money Market Capital Fund ** 283 Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $488K | 1.0% | |
| American Funds American Funds EUPAC Fund R6 | Mutual Funds | — | — | $448K | 1.0% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio Fund Institutional | Mutual Funds | — | — | $434K | 0.9% | |
| Driehaus Emerging Markets Growth Fund Institutional | Other securities | — | — | $434K | 0.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund R6 | Mutual Funds | — | — | $325K | 0.7% | |
| EAGLE MID CAP GROWTH CIT ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $189K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Z | Other securities | — | — | $162K | 0.3% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $82K | 0.2% | |
| PUTNAM SMALL CAP GROWTH GREAT GRAY TRUST · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $64K | 0.1% | |
| American Funds American Funds 2015 Target Date Retirement Income Fund R6 | Mutual Funds | — | — | $48K | 0.1% | |
| American Funds American Funds 2010 Target Date Retirement Income Fund R6 | Mutual Funds | — | — | $5K | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT GREAT GRAY TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
