Megan Farnsworth signed SUMO Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SUMO Group, Inc.'s EIN is 27-4152712.
Download the official 2024 Form 5500 (PDF) for SUMO Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SUMO Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | 56-2375265 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | — | INVESTMENT ADVISOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund NR | Mutual Funds | — | — | $978K | 19.5% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund NR | Mutual Funds | — | — | $828K | 16.5% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $761K | 15.2% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund NR | Mutual Funds | — | — | $677K | 13.5% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund NR | Mutual Funds | — | — | $391K | 7.8% | |
| T. Rowe Price Growth Stock Fund I Class Mutual Fund NR | Other securities | — | — | $386K | 7.7% | |
| American Funds 2040 Target Date Retirement Funds Class R-6 Mutual Fund NR | Mutual Funds | — | — | $236K | 4.7% | |
| Fidelity Extended Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $120K | 2.4% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $117K | 2.3% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund NR | Other securities | — | — | $101K | 2.0% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund NR | Mutual Funds | — | — | $67K | 1.3% | |
| Vanguard Federal Money Market Fund Investor Shares Money Market Fund NR | Mutual Funds | — | — | $45K | 0.9% | |
| Various, bearing interest from * Participant loans 9%-9.5% - | Bonds / Notes | — | — | $38K | 0.7% | |
| BlackRock High Yield Portfolio Fund Class K Mutual Fund NR | Other securities | — | — | $35K | 0.7% | |
| Principal Global Real Estate Securities Fund Class R-6 Mutual Fund NR | Other securities | — | — | $31K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund NR | Mutual Funds | — | — | $30K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $25K | 0.5% | |
| American Funds New World Fund Class R- 6 Mutual Fund NR | Mutual Funds | — | — | $20K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $20K | 0.4% | |
| American Funds 2030 Target Date Retirement Funds Class R-6 Mutual Fund NR | Mutual Funds | — | — | $14K | 0.3% | |
| JPMorgan Small Cap Value Fund Class R6 Mutual Fund NR | Other securities | — | — | $12K | 0.2% | |
| American Funds EuroPacific Growth Fund Class R-6 Class Mutual Fund NR | Mutual Funds | — | — | $11K | 0.2% | |
| American Beacon International Equity Fund R5 Class Mutual Fund NR | Other securities | — | — | $9K | 0.2% | |
| AB Global Bond Fund Class Z Mutual Fund NR | Other securities | — | — | $3K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund NR | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM Total Return Bond Fund - Class R6 Mutual Fund NR | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
