ERIN Decristo signed Sun Capital Advisors, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun Capital Advisors, LP's EIN is 65-0624186.
Download the official 2024 Form 5500 (PDF) for Sun Capital Advisors, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Capital Advisors, LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $4.3M | 24.3% | |
| FH IS HIGH YLD BD IS | Other securities | — | — | $1.9M | 10.9% | |
| JPM SR BLEND 2040 R6 | Other securities | — | — | $1.5M | 8.3% | |
| JPM SR BLEND 2055 R6 | Other securities | — | — | $1.2M | 6.9% | |
| JPM SR BLEND 2045 R6 | Other securities | — | — | $1.2M | 6.5% | |
| JPM SR BLEND 2025 R6 | Other securities | — | — | $1.1M | 6.2% | |
| JPM SR BLEND 2050 R6 | Other securities | — | — | $971K | 5.5% | |
| JPM SR BLEND 2035 R6 | Other securities | — | — | $928K | 5.2% | |
| JPM SR BLEND 2060 R6 | Other securities | — | — | $757K | 4.3% | |
| JPM SR BLEND 2030 R6 | Other securities | — | — | $694K | 3.9% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $611K | 3.4% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $360K | 2.0% | |
| CALAMOS GRTH & INC I | Common Stocks | — | — | $341K | 1.9% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $314K | 1.8% | |
| AB DISC VALUE I | Other securities | — | — | $314K | 1.8% | |
| AS DISC SMID CPGR IS | Other securities | — | — | $260K | 1.5% | |
| J H TRITON T | Other securities | — | — | $188K | 1.1% | |
| VRTS C MDCP VL EQ R6 | Other securities | — | — | $161K | 0.9% | |
| FID INTL INDEX | Mutual Funds | — | — | $161K | 0.9% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $134K | 0.8% | |
| HTFD INTL OPPS R5 | Other securities | — | — | $132K | 0.7% | |
| INVS DEVELOP MKT R6 | Other securities | — | — | $101K | 0.6% | |
| JPM SR BLEND INC R6 | Common Stocks | — | — | $80K | 0.5% | |
| Participant loans | Participant loans | — | — | $47K | 0.3% | |
| JPM SR BLEND 2020 R6 | Other securities | — | — | $9K | <0.1% | |
| FID GOVT MMKT | Mutual Funds | — | — | $2K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
