Sunesis Construction Company's EIN is 31-1323837.
Download the official 2024 Form 5500 (PDF) for Sunesis Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunesis Construction Company'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 |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $104K | — |
| CHARLES SCHWAB TRUST BANK |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $10K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index | Common Collective Trusts | — | — | $3.7M | 12.8% | |
| Fidelity Contra Fund | Mutual Funds | — | — | $2.7M | 9.3% | |
| Interest in Collective Trust Putnam Stable Value Fund | Stable Value | — | — | $2.4M | 8.5% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.4M | 8.5% | |
| T Rowe Price Retirement I 2050 | Mutual Funds | — | — | $2.0M | 7.0% | |
| Fidelity Adv Total Bond FD CL Z | Mutual Funds | — | — | $1.5M | 5.3% | |
| Vanguard Windsor II Admiral Shares | Mutual Funds | — | — | $1.2M | 4.1% | |
| American Funds New Perspective | Mutual Funds | — | — | $1.1M | 4.0% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $1.0M | 3.6% | |
| T Rowe Price Retirement I 2060 | Mutual Funds | — | — | $942K | 3.3% | |
| T Rowe Price Retirement I 2040 | Mutual Funds | — | — | $925K | 3.2% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $885K | 3.1% | |
| T Rowe Price Overseas Stock Fund | Mutual Funds | — | — | $793K | 2.8% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $764K | 2.7% | |
| Allspring Special Mid Cap Value | Mutual Funds | — | — | $741K | 2.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $733K | 2.6% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $703K | 2.4% | |
| Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% - | Bonds / Notes | — | — | $671K | 2.3% | |
| JPMorgan US Equity CL | Other securities | — | — | $661K | 2.3% | |
| Blackrock Technology Opportunities | Other securities | — | — | $622K | 2.2% | |
| Pimco Income Fund Inst | Mutual Funds | — | — | $552K | 1.9% | |
| Wasatch Core Growth I | Other securities | — | — | $528K | 1.8% | |
| Putnam Large Cap Val FD R6 | Mutual Funds | — | — | $402K | 1.4% | |
| Year Late to Plan Corrected VFCP in VFCP PTE 2002-51 2024 | Other securities | — | $346K | $346K | 1.2% | |
| Allspring Special Small Cap Value | Other securities | — | — | $339K | 1.2% | |
| Columbia Contrarian Cor Fund | Other securities | — | — | $329K | 1.1% | |
| T Rowe Price Retirement I 2030 | Mutual Funds | — | — | $328K | 1.1% | |
| T Rowe Price Retirement I 2045 | Mutual Funds | — | — | $278K | 1.0% | |
| T Rowe Price Retirement I 2065 | Mutual Funds | — | — | $193K | 0.7% | |
| T Rowe Price Retirement I 2055 | Mutual Funds | — | — | $193K | 0.7% | |
| Victory Govt Securities I | Other securities | — | — | $189K | 0.7% | |
| T Rowe Price Retirement I 2035 | Mutual Funds | — | — | $171K | 0.6% | |
| American Funds New World | Mutual Funds | — | — | $133K | 0.5% | |
| Cohen & Steers Reality Shares | Other securities | — | — | $86K | 0.3% | |
| DFA Inflation Protect Sec Port Instl | Mutual Funds | — | — | $55K | 0.2% | |
| T Rowe Price Retirement I 2020 | Mutual Funds | — | — | $51K | 0.2% | |
| Cash | Cash / Money Market | — | — | $4K | <0.1% |
