Sunesis Environmental, LLC's EIN is 47-3157372.
Download the official 2024 Form 5500 (PDF) for Sunesis Environmental, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunesis Environmental, 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 |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $11K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $586K | 19.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $296K | 9.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $238K | 7.9% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $210K | 7.0% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $205K | 6.8% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $194K | 6.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $115K | 3.8% | |
| T. Rowe Price Overseas Stock | Other securities | — | — | $104K | 3.4% | |
| Pimco Income Fund | Mutual Funds | — | — | $101K | 3.4% | |
| Putnam Large Cap Value FD R6 | Mutual Funds | — | — | $88K | 2.9% | |
| Cash ** 986 Mutual Funds Allspring Special Midcap Value | Cash / Money Market | — | — | $69K | 2.3% | |
| Allspring Special Smallcap Value | Other securities | — | — | $67K | 2.2% | |
| Janus Henderson Enterprise | Mutual Funds | — | — | $64K | 2.1% | |
| Fidelity ADV Total Bond FD | Mutual Funds | — | — | $63K | 2.1% | |
| Wasatch Core Growth | Other securities | — | — | $62K | 2.1% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $56K | 1.9% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $43K | 1.4% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $43K | 1.4% | |
| Victory Government Securities I | Other securities | — | — | $27K | 0.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $26K | 0.9% | |
| Columbia Contrarian Core | Other securities | — | — | $25K | 0.8% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $25K | 0.8% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $21K | 0.7% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $21K | 0.7% | |
| American Funds New World Fund | Mutual Funds | — | — | $18K | 0.6% | |
| Cohen & Steers Reality Shares | Other securities | — | — | $8K | 0.3% | |
| Year Late to Plan Corrected VFCP in VFCP PTE 2002-51 2023 6,494 $ - $ | Other securities | — | — | $6K | 0.2% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $2K |
| — |
