Stefani Foster signed Sunnen Products Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunnen Products Company's EIN is 43-0543500.
Download the official 2024 Form 5500 (PDF) for Sunnen Products Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunnen Products Company's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISOR INC | 47-0648506 | — | ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $92.4M | 96.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $11.5M | 12.0% | |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $10.6M | 11.1% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $7.5M | 7.9% | |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $5.5M | 5.7% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $4.2M | 4.4% | |
| IR M CORE BOND CIT GLOBAL TRUST COMPANY HARDING LOEVN · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $3.4M | 3.6% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $2.8M | 3.0% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.6M | 2.7% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.1M | 2.2% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.6M | 1.7% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $645K | 0.7% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $479K | 0.5% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $405K | 0.4% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $299K | 0.3% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% |
| MONETA GROUP |
| 20-1903821 |
| — |
| CONSULTANT |
| $15K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $5K | — |
