Sally Pancheri signed Sun America LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun America LLC's EIN is 47-2960116.
Download the official 2024 Form 5500 (PDF) for Sun America LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun America 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT | — | DALLAS, TX | INVESTMENT ADVISOR | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend Select Trust 2035 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $450K | 21.9% | |
| T. Rowe Price Retirement Blend Select Trust 2030 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $347K | 16.9% | |
| T. Rowe Price Retirement Blend Select Trust 2025 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $315K | 15.3% | |
| T. Rowe Price Retirement Blend Select Trust 2040 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $273K | 13.3% | |
| T. Rowe Price Retirement Blend Select Trust 2055 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $175K | 8.5% | |
| T. Rowe Price Retirement Blend Select Trust 2045 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $111K | 5.4% | |
| T. Rowe Price Retirement Blend Select Trust 2050 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $92K | 4.5% | |
| (at contract value) T. Rowe Price Retirement Blend Select Trust 2015 Class 1 Collective Investment Trust ** 210 T. Rowe Price Retirement Blend Select Trust 2020 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $88K | 4.3% | |
| T. Rowe Price Retirement Blend Select Trust 2060 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $61K | 3.0% | |
| Participant loans 8.75% - 9.50% $-0- | Bonds / Notes | — | — | $53K | 2.6% | |
| T. Rowe Price Retirement Blend Select Trust 2065 Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $40K | 2.0% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $22K | 1.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 400 | Pooled Separate Account | — | — | $6K | 0.3% | |
| JPMorgan Large Cap Growth Fund Class R6 Registered Investment Company | Common Stocks | — | — | $6K | 0.3% | |
| Guaranteed Income Fund Guaranteed Investment Contract | Stable Value | — | — | $5K | 0.3% | |
| Fidelity International Index Fund Registered Investment Company ** 774 Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $4K | 0.2% | |
| Non-interest bearing cash Non-interest bearing cash | Cash / Money Market | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
