Joseph J. Turner, Jr. signed First Sun Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Sun Management Corporation's EIN is 57-0892447.
Download the official 2024 Form 5500 (PDF) for First Sun Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Sun Management Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $823K | 96.8% | |
| Empower Lifetime 2055 Fund Svc | Other securities | — | — | $219K | 25.7% | |
| Empower Lifetime 2045 Fund Svc | Other securities | — | — | $123K | 14.4% | |
| Empower S&P 500 Index Fund Inv. | Common Collective Trusts | — | — | $73K | 8.6% | |
| Empower Lifetime 2035 Fund Svc | Other securities | — | — | $64K | 7.5% | |
| American Funds New Perspective R3 | Mutual Funds | — | — | $63K | 7.5% | |
| American Funds Intl. Gr and Inc. R3 | Mutual Funds | — | — | $62K | 7.2% | |
| Empower Large Cap Value Investor II | Other securities | — | — | $47K | 5.5% | |
| Empower Lifetime 2025 Fund Svc | Other securities | — | — | $31K | 3.7% | |
| Empower S&P Midcap 400 Index Fund Inv. | Common Collective Trusts | — | — | $30K | 3.5% | |
| American Funds Growth Fund of Amer R3 | Mutual Funds | — | — | $28K | 3.3% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $28K | 3.2% | |
| Fidelity Advisor Small Cap M | Mutual Funds | — | — | $19K | 2.2% | |
| American Funds American Balanced R3 | Mutual Funds | — | — | $15K | 1.8% | |
| Empower Bond Index Fund Inv. | Common Collective Trusts | — | — | $14K | 1.7% | |
| Empower Lifetime 2015 Fund Svc | Other securities | — | — | $11K | 1.3% | |
| Western Asset Core Plus Bond A | Other securities | — | — | $9K | 1.1% | |
| T. Rowe Price Blue Chip Growth Adv | Other securities | — | — | $8K | 1.0% | |
| Empower T Rowe Price Mid Cap Gr Fund Inv. | Mutual Funds | — | — | $6K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
