Plan Sponsor signed Sunnyhill, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunnyhill, Inc.'s EIN is 43-1150250.
Download the official 2024 Form 5500 (PDF) for Sunnyhill, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunnyhill, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $377 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $770K | 37.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $361K | 17.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $320K | 15.7% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $314K | 15.4% | |
| Participant Loans Rates at 5.25 - 10.50% - | Bonds / Notes | — | — | $105K | 5.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $44K | 2.1% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $18K | 0.9% | |
| Fidelity International Index | Mutual Funds | — | — | $16K | 0.8% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $16K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $13K | 0.6% | |
| Empower Fixed Account Series II | Other securities | — | — | $9K | 0.5% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $8K | 0.4% | |
| Fidelity Mid Cap Value Index | Mutual Funds | — | — | $6K | 0.3% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $5K | 0.3% | |
| Hartford Dividend and Growth 529 ISHARES Developed Real Estate Index | Other securities | — | — | $5K | 0.2% | |
| Blackrock High Yield Bond Portfolio | Other securities | — | — | $3K | 0.2% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $3K | 0.1% | |
| DFA International Value | Mutual Funds | — | — | $3K | 0.1% | |
| American Funds Capital World G/I | Mutual Funds | — | — | $2K | 0.1% | |
| American Funds Strategic Bond | Mutual Funds | — | — | $2K | <0.1% | |
| JP Morgan Small Cap Value | Other securities | — | — | $2K | <0.1% | |
| Brandywine Global Opps Bond | Other securities | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $2K | <0.1% | |
| Clearbridge Small Cap Growth | Other securities | — | — | $1K | <0.1% | |
| Similar Party Description of Investment Value ** Value American Funds American Balanced | Mutual Funds | — | — | $1K | <0.1% | |
| PIMCO Commoditiesplus Strategy Instl | Mutual Funds | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $450 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO LP |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $359 | — |
