Christopher Hulse signed Sutherlin Management, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sutherlin Management, Inc.'s EIN is 58-2149495.
Download the official 2023 Form 5500 (PDF) for Sutherlin Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sutherlin Management, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $725K | 12.7% | |
| SSGA S&P 500 Index Collective Trust Fund NR | Common Collective Trusts | — | — | $715K | 12.6% | |
| SSGA U.S. Bond Index Collective Trust Fund NR | Common Collective Trusts | — | — | $463K | 8.1% | |
| American Funds Europacific Growth Mutual Fund NR | Mutual Funds | — | — | $352K | 6.2% | |
| SSGA Global All Cap Equity Ex-Us Index Collective Trust Fund NR | Common Collective Trusts | — | — | $310K | 5.4% | |
| SSGA Target Retirement 2045 Collective Trust Fund NR | Common Collective Trusts | — | — | $294K | 5.2% | |
| Principal Small Cap Growth Mutual Fund NR 615 * Drive Balanced Collective Trust Fund NR | Common Collective Trusts | — | — | $285K | 5.0% | |
| EMPOWER TRUST DRIVE BAL FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $285K | 5.0% | |
| SSGA Target Retirement 2030 Collective Trust Fund NR | Common Collective Trusts | — | — | $271K | 4.8% | |
| SSGA Target Retirement 2035 Collective Trust Fund NR | Common Collective Trusts | — | — | $225K | 3.9% | |
| SSGA Target Retirement 2050 Collective Trust Fund NR | Common Collective Trusts | — | — | $219K | 3.9% | |
| SSGA Target Retirement 2025 Collective Trust Fund NR | Common Collective Trusts | — | — | $215K | 3.8% | |
| SSGA Target Retirement 2040 Collective Trust Fund NR | Common Collective Trusts | — | — | $212K | 3.7% | |
| SSGA Target Retirement 2055 Collective Trust Fund NR | Common Collective Trusts | — | — | $210K | 3.7% | |
| Metropolitan West Total Return Bond Mutual Fund NR | Other securities | — | — | $196K | 3.4% | |
| SSGA S&P Mid Cap Index Collective Trust Fund NR | Common Collective Trusts | — | — | $165K | 2.9% | |
| SSGA Target Retirement 2060 Collective Trust Fund NR | Common Collective Trusts | — | — | $163K | 2.9% | |
| SSGA Russell Small Cap Index Collective Trust Fund NR | Common Collective Trusts | — | — | $145K | 2.6% | |
| MassMutual Mid Cap Growth Mutual Fund NR | Other securities | — | — | $134K | 2.4% | |
| SSGA Real Asset Collective Trust Fund NR | Common Collective Trusts | — | — | $120K | 2.1% | |
| Allspring Special Small Cap Value Mutual Fund NR | Other securities | — | — | $98K | 1.7% | |
| SSGA Target Retirement 2065 Collective Trust Fund NR | Common Collective Trusts | — | — | $74K | 1.3% | |
| Various, bearing interest * Participant loans between 4.25% and 9.50% - | Bonds / Notes | — | — | $51K | 0.9% | |
| MFS Mid Cap Value Collective Trust Fund NR | Common Collective Trusts | — | — | $38K | 0.7% | |
| SSGA Target Retirement 2020 Collective Trust Fund NR | Common Collective Trusts | — | — | $14K | 0.2% | |
| SSGA Target Retirement Income Collective Trust Fund NR | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
