Wendi Newton signed Sunstates Security, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunstates Security, LLC's EIN is 56-2053968.
Download the official 2024 Form 5500 (PDF) for Sunstates Security, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunstates Security, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INS CO | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $26K | — |
| ASCENSUS HOLDINGS,INC DBA FUTUREPLA | — | DRESHER, PA | CONTRACT ADMIN | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 14.8% | |
| JPMorgan Smartretirement Blend 2030 R6 | Other securities | — | — | $947K | 13.9% | |
| JPMorgan Smartretirement Blend 2040 R6 | Other securities | — | — | $794K | 11.7% | |
| Empower Trust Company, LLC Common/collective trust fund - AB US Large Cap Growth Cit Fee Class M | Common Collective Trusts | — | — | $449K | 6.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $415K | 6.1% | |
| JPMorgan Smartretirement Blend 2025 R6 | Other securities | — | — | $402K | 5.9% | |
| JPMorgan Smartretirement Blend 2050 R6 | Other securities | — | — | $366K | 5.4% | |
| Empower Trust Company, LLC Investment contract - Guaranteed Interest Fund | Common Stocks | — | — | $328K | 4.8% | |
| JPMorgan Smartretirement Blend 2035 R6 | Other securities | — | — | $325K | 4.8% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $265K | 3.9% | |
| JPMorgan Smartretirement Blend 2045 R6 | Other securities | — | — | $254K | 3.7% | |
| JPMorgan Smartretirement Blend 2060 R6 | Other securities | — | — | $213K | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $185K | 2.7% | |
| JPMorgan Smartretirement Blend 2055 R6 | Other securities | — | — | $158K | 2.3% | |
| Participants Participant notes receivable bearing interest at rates from 4.25 to 9.50 percent - | Other securities | — | — | $157K | 2.3% | |
| Empower Trust Company, LLC American Funds Europacific Gr R6 | Mutual Funds | — | — | $148K | 2.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $109K | 1.6% | |
| JPMorgan Smartretirement Blend 2020 R6 | Other securities | — | — | $82K | 1.2% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $70K | 1.0% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $64K | 0.9% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $52K | 0.8% | |
| JPMorgan Smartretirement Blend Inc R6 | Common Stocks | — | — | $21K | 0.3% |
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 |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $14K | — |
