Shirley Horner signed Sunset Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunset Home's EIN is 37-0661224.
Download the official 2024 Form 5500 (PDF) for Sunset Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunset Home's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN R6 FUND | Mutual Funds | — | — | $1.0M | 25.8% | |
| BlackRock Lfpth Indx 2045 K Fd | Other securities | — | — | $714K | 18.3% | |
| BlackRock Lfpth Indx 2050 K Fd | Other securities | — | — | $652K | 16.7% | |
| BlackRock Lfpth Indx 2055 K Fd | Other securities | — | — | $413K | 10.6% | |
| DIAMOND HILL LARGE CAP Y FUND | Other securities | — | — | $391K | 10.0% | |
| ISHS RUSS 2000 SC INDEX K FUND | Other securities | — | — | $217K | 5.6% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $202K | 5.2% | |
| Participant Loans | Participant loans | — | — | $140K | 3.6% | |
| MFS Growth R6 Fund | Mutual Funds | — | — | $104K | 2.7% | |
| iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $26K | 0.7% | |
| BlackRock Lfpth Idx 2060 K Fd | Common Collective Trusts | — | — | $16K | 0.4% | |
| BlackRock Lfpth Indx 2035 K Fd | Other securities | — | — | $6K | 0.1% | |
| BlackRock Lfpth Ind Rtrmt K Fd | Other securities | — | — | $2K | <0.1% | |
| BlackRock Lfpth Indx 2030 K Fd | Other securities | — | — | $2K | <0.1% | |
| BlackRock Lfpth Idx 2065 K Fd | Common Collective Trusts | — | — | $2K | <0.1% | |
| BlackRock Lfpth Indx 2040 K Fd | 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.
