Kelsey Espinoza signed Sunlight Financial Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunlight Financial Holdings, LLC's EIN is 46-5653713.
Download the official 2024 Form 5500 (PDF) for Sunlight Financial Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunlight Financial Holdings, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $36K | — |
| FUTUREPLAN FIDUCIARY SERVICES, LLC | 82-3719843 | — | RECORDKEEPER | $11K | — |
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 pooled separate account] | Other | — | — | $7.5M | 96.1% | |
| FLEXPATH MODERATE 2055 REITREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 921 | Pooled Separate Account | — | — | $2.2M | 28.6% | |
| FLEXPATH MODERATE 2045 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 920 | Pooled Separate Account | — | — | $1.9M | 24.0% | |
| FLEXPATH MODERATE RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 917 | Pooled Separate Account | — | — | $670K | 8.6% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $620K | 7.9% | |
| FLEXPATH MODERATE 2035 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 919 | Pooled Separate Account | — | — | $471K | 6.0% | |
| CLEARBRIDGE LARGE CAP GROWTH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 214 | Pooled Separate Account | — | — | $384K | 4.9% | |
| WILMINGTON/PUTNAM EQTY INC LARGE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 215 | Pooled Separate Account | — | — | $343K | 4.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $293K | 3.8% | |
| FLEXPATH AGGRESS 2055 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 926 | Pooled Separate Account | — | — | $243K | 3.1% | |
| FLEXPATH AGGRESS 2045 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 925 | Pooled Separate Account | — | — | $157K | 2.0% | |
| BLACKROCK EAFE EQ INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 910 | Pooled Separate Account | — | — | $142K | 1.8% | |
| SMALL CAP GROWTH RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 226 | Pooled Separate Account | — | — | $119K | 1.5% | |
| FLEXPATH AGGRESS 2035 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 924 | Pooled Separate Account | — | — | $86K | 1.1% | |
| SMALL CAP VALUE RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 227 | Pooled Separate Account | — | — | $59K | 0.8% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $41K | 0.5% | |
| CORE BOND RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 928 | Pooled Separate Account | — | — | $22K | 0.3% | |
| FLEXPATH CONSERVATIVE RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 912 | Pooled Separate Account | — | — | $15K | 0.2% | |
| FLEXPATH AGGRESS RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 922 | Pooled Separate Account | — | — | $14K | 0.2% | |
| [Assets held in participant loans] | Other | — | — | $10K | 0.1% | |
| INTERNATIONAL STOCK RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 929 | Pooled Separate Account | — | — | $5K | <0.1% | |
| FLEXPATH CONSERVATIVE 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 916 | Pooled Separate Account | — | — | $5K | <0.1% |
