Meredith Walsh signed Sun BUM LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun BUM LLC's EIN is 27-1742430.
Download the official 2024 Form 5500 (PDF) for Sun BUM LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun BUM LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | NONE | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2060 I T.Row 0 | Other securities | — | — | $1.0M | 14.6% | |
| T. Rowe Price Retirement 2040 I T.Row 0 | Other securities | — | — | $939K | 13.5% | |
| T. Rowe Price Retirement 2055 I T.Row 0 | Other securities | — | — | $929K | 13.4% | |
| T. Rowe Price Retirement 2050 I T.Row 0 | Other securities | — | — | $763K | 11.0% | |
| T. Rowe Price Retirement 2045 I T.Row 0 | Other securities | — | — | $689K | 9.9% | |
| Vanguard Large Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $576K | 8.3% | |
| JPMorgan Equity Income R6 JP Morgan 0 | Other securities | — | — | $287K | 4.1% | |
| Voya Large-Cap Growth R6 Voya 0 | Other securities | — | — | $261K | 3.8% | |
| T. Rowe Price Retirement 2025 I T.Row 0 | Other securities | — | — | $225K | 3.2% | |
| T. Rowe Price Retirement 2065 I T.Row 0 | Other securities | — | — | $178K | 2.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $172K | 2.5% | |
| T. Rowe Price Retirement 2035 I T.Row 0 | Other securities | — | — | $150K | 2.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $127K | 1.8% | |
| Dodge & Cox Income X Dodge 0 | Mutual Funds | — | — | $103K | 1.5% | |
| T. Rowe Price Retirement 2030 I T.Row 0 | Other securities | — | — | $102K | 1.5% | |
| Carillon Scout Mid Cap R6 Carillon 0 | Other securities | — | — | $60K | 0.9% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | Common Collective Trusts | — | — | $53K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Mutual Funds | — | — | $51K | 0.7% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $37K | 0.5% | |
| Hartford International Opportunities R6 Hartford 0 | Other securities | — | — | $26K | 0.4% | |
| Federated Hermes Ustrsy Csh Rs Prem Federated 0 | Other securities | — | — | $23K | 0.3% | |
| Macquarie Small Cap Core R6 Macquarie 0 | Other securities | — | — | $18K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $15K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
