Chris Parcell signed Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC's EIN is 46-0800597.
Download the official 2024 Form 5500 (PDF) for Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunstar Insurance Group DBA Chapman-Sander Insurance, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.5M | 17.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.6M | 10.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.4M | 9.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 8.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 6.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 5.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 4.5% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.0M | 3.9% | |
| similar party value Current value BlackRock iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $944K | 3.7% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $906K | 3.5% | |
| Principal Lifetime Hybrid Income Fund | Other securities | — | — | $904K | 3.5% | |
| PRIN LIFETIME HYBER INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $904K | 3.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $604K | 2.4% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $558K | 2.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $481K | 1.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $399K | 1.6% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $397K | 1.6% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $386K | 1.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $357K | 1.4% | |
| Dimensional Fund Advisors U.S. Small Cap Fund | Mutual Funds | — | — | $283K | 1.1% | |
| Fidelity Advisors Mid Cap Index Fund | Common Collective Trusts | — | — | $281K | 1.1% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $279K | 1.1% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $221K | 0.9% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $204K | 0.8% | |
| Dimensional Fund Advisors U.S. Core Equity 1 Fund | Mutual Funds | — | — | $185K | 0.7% | |
| Harbor Small Cap Growth Retirement Fund | Other securities | — | — | $170K | 0.7% | |
| Vanguard Total WLD Short Term Index Fund | Common Collective Trusts | — | — | $169K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $156K | 0.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $155K | 0.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $133K | 0.5% | |
| John Hancock Bond Fund | Other securities | — | — | $106K | 0.4% | |
| Participant loans 5.25% to 10.50% Interest | Bonds / Notes | — | — | $98K | 0.4% | |
| Vanguard Short-Term Investment-Grade Fund | Mutual Funds | — | — | $65K | 0.3% | |
| Vanguard High Yield Fund | Mutual Funds | — | — | $61K | 0.2% | |
| MFS New Discovery Value Fund | Mutual Funds | — | — | $55K | 0.2% | |
| Vanguard Developing Markets Index Fund | Common Collective Trusts | — | — | $53K | 0.2% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $45K | 0.2% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $44K | 0.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $33K | 0.1% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $33K | 0.1% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | — | $20K | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Dimensional Fund Advisors Intermediate Government Fixed Income Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $7K | <0.1% | |
| Legg Mason BrandywineGLOBAL Corporate Credit Fund | Other securities | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors Real Estate Securities Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | 43-1829594 | — | OTHER SERVICES | $0 | — |
