MARC Farrugia signed Sun Communities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun Communities, Inc.'s EIN is 38-2730780.
Download the official 2024 Form 5500 (PDF) for Sun Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Communities, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $305K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & CO INC | 38-2117812 | — | ADVISOR | $84K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $8.8M | 10.5% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $7.6M | 9.1% | |
| JPMorgan JPM LG Cap Growth R6 | Other securities | — | — | $6.7M | 8.0% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $6.3M | 7.5% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $6.3M | 7.5% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $6.1M | 7.4% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $6.0M | 7.2% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $4.8M | 5.8% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $3.3M | 3.9% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $3.1M | 3.7% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $2.7M | 3.3% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $2.2M | 2.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $2.0M | 2.3% | |
| American Funds AF Wash MUTL INV R6 | Mutual Funds | — | — | $1.8M | 2.2% | |
| JPMorgan JPM Mid Cap Grth R6 | Other securities | — | — | $1.7M | 2.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| Columbia Contrarian COL Contran Core 13 | Other securities | — | — | $1.5M | 1.8% | |
| Fidelity FID SM CAP GR IDX | Common Collective Trusts | — | — | $1.4M | 1.6% | |
| Invesco Oppenheimer I O INTL Growth R6 | Mutual Funds | — | — | $1.2M | 1.4% | |
| American Funds AF Balanced R6 | Mutual Funds | — | — | $1.2M | 1.4% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $1.1M | 1.4% | |
| Franklin FKLN SM Cap Value R6 | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity FID Mid Cap IDX | Common Collective Trusts | — | — | $751K | 0.9% | |
| DFA US VECTOR EQ I | Mutual Funds | — | — | $735K | 0.9% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $721K | 0.9% | |
| PGIM Total RTN BD R6 | Other securities | — | — | $619K | 0.7% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | — | $500K | 0.6% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $463K | 0.6% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $382K | 0.5% | |
| iShares IS MSCI EAFE INTL K | Other securities | — | — | $375K | 0.4% | |
| DFA INTL VALUE I | Mutual Funds | — | — | $224K | 0.3% | |
| Vanguard Vang GNMA ADM | Agency / Mortgage-Backed | — | — | $157K | 0.2% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $145K | 0.2% | |
| Lord Abbott LD ABT SH DTN INC R6 | Common Stocks | — | — | $58K | <0.1% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $36K | <0.1% | |
| American Funds AF CAP World Bond R6 | Mutual Funds | — | — | $18K | <0.1% | |
| MFS GLB Total RTN R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $2K | <0.1% |
