Tanya Hagan signed Sumnerone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sumnerone, Inc.'s EIN is 43-1332770.
Download the official 2024 Form 5500 (PDF) for Sumnerone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sumnerone, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $46K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $7.1M | 19.9% | |
| Blackrock Investments ISHARES S&P 500 INDEX I | Common Collective Trusts | — | — | $5.2M | 14.5% | |
| Loomis, Sayles & Company LOOMIS SAYLES GROWTH FUND - A | Common Stocks | — | — | $4.5M | 12.5% | |
| Delware Investments DEL IVY SCIENCE AND TECH Y | Other securities | — | — | $3.4M | 9.4% | |
| J.P. Morgan JPMORGAN MID CAP GROWTH - A | Other securities | — | — | $3.3M | 9.3% | |
| MFS VALUE - A | Mutual Funds | — | — | $3.0M | 8.3% | |
| J.P. Morgan UNDISCOVERED MGRS BHVL VAL A | Other securities | — | — | $2.2M | 6.0% | |
| Blackrock Investments BLACKROCK T-FUND - CASH MGMT | Cash / Money Market | — | — | $2.1M | 5.9% | |
| Loomis, Sayles & Company LOOMIS SAYLES CORE PLUS BOND A | Common Stocks | — | — | $1.9M | 5.2% | |
| Invesco EQUITY AND INCOME A | Mutual Funds | — | — | $1.7M | 4.6% | |
| Invesco INTL DIVERSA | Mutual Funds | — | — | $1.1M | 3.1% | |
| Blackrock Investments ISHARES MSCI EAFE INTL INDEX A | Other securities | — | — | $320K | 0.9% | |
| Harbor Funds HABOR SMCAPVAL FD INVEST CLASS | Mutual Funds | — | — | $161K | 0.5% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $0 |
| — |
