Sunset Automotive Group's EIN is 59-1947185.
Download the official 2024 Form 5500 (PDF) for Sunset Automotive Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunset Automotive Group'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL | 45-6062081 | — | DIRECTED TRUSTEE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 001 | Common Collective Trust | — | — | $4.3M | 11.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.2M | 8.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.1M | 8.5% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $3.0M | 8.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.0M | 8.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.5M | 6.9% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.1M | 5.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.0M | 5.5% | |
| Vanguard Growth Index | Mutual Funds | — | — | $1.7M | 4.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.5M | 4.0% | |
| T Rowe Price Diversified Mid Cap Growth | Mutual Funds | — | — | $1.3M | 3.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $915K | 2.5% | |
| Participant Loans maturities ranging through 2026 | Participant loans | — | — | $912K | 2.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $751K | 2.1% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $690K | 1.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $504K | 1.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $452K | 1.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $444K | 1.2% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $392K | 1.1% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $388K | 1.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $352K | 1.0% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $352K | 1.0% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $341K | 0.9% | |
| Vanguard Mid Cap Index Adml | Mutual Funds | — | — | $325K | 0.9% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $283K | 0.8% | |
| Vanguard Mid Cap Value Index A | Mutual Funds | — | — | $224K | 0.6% | |
| Nuveen Mid Cap Value 1 | Mutual Funds | — | — | $205K | 0.6% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $199K | 0.5% | |
| Fidelity Small Cap Value | Mutual Funds | — | — | $152K | 0.4% | |
| Vanguard Small-Cap Value Index A | Mutual Funds | — | — | $121K | 0.3% | |
| Vanguard Total Bond Market Index Adml | Mutual Funds | — | — | $81K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
