QIAN LIU signed SURE, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SURE, Inc.'s EIN is 47-1975546.
Download the official 2024 Form 5500 (PDF) for SURE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SURE, 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 |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | Mutual Funds | — | — | $3.6M | 46.3% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $1.3M | 16.5% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | Mutual Funds | — | — | $815K | 10.6% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | Mutual Funds | — | — | $623K | 8.1% | |
| Vanguard Specialized Dividend REIT Index Fund Admiral Share Mutual Fund | Common Collective Trusts | — | — | $300K | 3.9% | |
| Vanguard Funds Total International Bond Index Mutual Fund | Mutual Funds | — | — | $255K | 3.3% | |
| Vanguard Group Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $209K | 2.7% | |
| Vanguard Group Index 500 Admiral Mutual Fund | Mutual Funds | — | — | $174K | 2.3% | |
| Vanguard International Equity Index Mutual Fund ** 755 Vanguard Information Technology Index Admiral Mutual Fund | Common Collective Trusts | — | — | $138K | 1.8% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $87K | 1.1% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $78K | 1.0% | |
| Participant Loans to participants, bearing interest at 9.5% | Bonds / Notes | — | — | $45K | 0.6% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | Mutual Funds | — | — | $45K | 0.6% | |
| Vanguard Industrials Index Admiral Mutual Fund | Mutual Funds | — | — | $31K | 0.4% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $21K | 0.3% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $17K | 0.2% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Financials Index Admiral Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Group Short Term Bond Index Admiral Mutual Fund ** 973 Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Energy Index Admiral Mutual 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.
