Sundance, Inc.'s EIN is 38-3284710.
Download the official 2024 Form 5500 (PDF) for Sundance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sundance, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN FINANCIAL GROUP | — | GRAND RAPIDS, MI | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN CAPITAL ADVISORY GROUP | — | LANSING, MI | ADVISOR | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.2M | 100.0% | |
| FLEXPATH INDEX MODERATE 2045 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $905K | 12.6% | |
| FLEXPATH INDEX MODERATE 2035 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $871K | 12.1% | |
| LARGE CAP GROWTH FUND II R1 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $856K | 11.9% | |
| FLEXPATH INDEX MODERATE RETIREMENT PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $602K | 8.4% | |
| FLEXPATH INDEX MODERATE 2055 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $546K | 7.6% | |
| INTERNATIONAL GROWTH II CLASS R1 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $177K | 2.5% | |
| METLIFE STABLE VALUE SOLUTIONS PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $88K | 1.2% | |
| FLEXPATH INDEX AGGRESSIVE 2055 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $37K | 0.5% | |
| FLEXPATH INDEX AGGRESSIVE 2035 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $33K | 0.5% | |
| FLEXPATH INDEX AGGRESSIVE 2045 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $25K | 0.4% | |
| FLEXPATH INDEX CONSERVATIVE 2055 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $8K | 0.1% | |
| FLEXPATH INDEX CONSERV RETIREMENT PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX AGGRES RETIREMENT PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2035 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 PCS RETIREMENT, LLC · EIN 27-1033755 / PN 010 | Common Collective Trust | — | — | $1K | <0.1% |
