Abdiel Mejias de Jesus signed Sundance Square Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sundance Square Management, LLC's EIN is 32-0635048.
Download the official 2024 Form 5500 (PDF) for Sundance Square Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sundance Square Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | $25K | — |
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 ADV FREEDOM 2010 K6 | Registered Investment Companies | — | — | $954K | 19.8% | |
| FIDELITY ADV FREEDOM 2040 K6 | Registered Investment Companies | — | — | $486K | 10.1% | |
| FIDELITY ADV FREEDOM 2030 K6 | Registered Investment Companies | — | — | $383K | 8.0% | |
| DFA COMMODITY STRAT PORT INST 957 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM 2035 K6 | Registered Investment Companies | — | — | $293K | 6.1% | |
| FIDELITY ADV FREEDOM 2025 K6 | Registered Investment Companies | — | — | $285K | 5.9% | |
| FIDELITY ADV FREEDOM 2050 K6 | Registered Investment Companies | — | — | $245K | 5.1% | |
| FIDELITY ADV FREEDOM 2060 K6 | Registered Investment Companies | — | — | $231K | 4.8% | |
| FIDELITY ADV FREEDOM 2055 K6 | Registered Investment Companies | — | — | $219K | 4.6% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $209K | 4.3% | |
| FIDELITY ADV FREEDOM 2045 K6 | Registered Investment Companies | — | — | $186K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $184K | 3.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $177K | 3.7% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $160K | 3.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $160K | 3.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $136K | 2.8% | |
| FIDELITY ADV FREEDOM 2065 K6 | Registered Investment Companies | — | — | $128K | 2.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $117K | 2.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $57K | 1.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $38K | 0.8% | |
| FIDELITY ADV FREEDOM 2020 K6 | Registered Investment Companies | — | — | $32K | 0.7% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $25K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $17K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $15K | 0.3% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $11K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $8K | 0.2% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| FIDELITY ADV FREEDOM 2015 K6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
