Kelcey Splawn signed Sunny Sky Products, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunny Sky Products, LLC's EIN is 76-0593373.
Download the official 2024 Form 5500 (PDF) for Sunny Sky Products, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunny Sky Products, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Fund 2030 K6 Fund 106,834 shares | Mutual Funds | — | $107K | $1.9M | 12.5% | |
| Fidelity Freedom Fund 2035 K6 Fund 116,133 shares | Mutual Funds | — | $116K | $1.8M | 12.1% | |
| Fidelity Freedom Fund 2045 K6 Fund 120,113 shares | Mutual Funds | — | $120K | $1.6M | 10.8% | |
| Fidelity Freedom Fund 2050 K6 Fund 116,167 shares | Mutual Funds | — | $116K | $1.6M | 10.6% | |
| Fidelity 500 Index Fund 5,643 shares | Common Collective Trusts | — | $6K | $1.2M | 7.7% | |
| Fidelity Freedom Fund 2040 K6 Fund 85,464 shares | Mutual Funds | — | $85K | $983K | 6.6% | |
| Fidelity Blue Chip Growth K6 Fund 19,886 shares | Mutual Funds | — | $20K | $732K | 4.9% | |
| Fidelity Freedom Fund 2025 K6 Fund 52,456 shares | Mutual Funds | — | $52K | $711K | 4.8% | |
| Fidelity Freedom Fund 2055 K6 Fund 44,756 shares | Mutual Funds | — | $45K | $706K | 4.7% | |
| Common Collective Trust Fund Galliard Stable Return Class C Fund 7,967 shares | Common Collective Trusts | — | $8K | $490K | 3.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $490K | 3.3% | |
| Diversification Fund * Fidelity US Bond Index Fund 36,083 shares | Common Collective Trusts | — | $36K | $369K | 2.5% | |
| Allspring Special Mid Cap Value R6 Fund 6,784 shares | Other securities | — | $7K | $324K | 2.2% | |
| American Funds American Mutual R6 Fund 5,602 shares | Mutual Funds | — | $6K | $309K | 2.1% | |
| Fidelity Freedom Fund 2020 K6 Fund 21,009 shares | Mutual Funds | — | $21K | $300K | 2.0% | |
| Massachusetts Financial Services Mid Cap Growth R6 Fund 6,775 shares | Other securities | — | $7K | $213K | 1.4% | |
| Fidelity Freedom Fund 2060 K6 Fund 14,457 shares | Mutual Funds | — | $14K | $209K | 1.4% | |
| Fidelity Mid-Cap Index Fund 5,368 shares | Common Collective Trusts | — | $5K | $181K | 1.2% | |
| Money Market Fund * Fidelity Government Money Market Fund 156,091 shares | Mutual Funds | — | $156K | $156K | 1.0% | |
| Massachusetts Financial Services International 5,317 shares | Other securities | — | $5K | $121K | 0.8% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Fund 58 shares 702 Allspring Special Small-Cap Value Fund R6 Fund 2,984 shares | Other securities | — | $3K | $120K | 0.8% | |
| Fidelity Total Bond K6 Fund 13,110 shares | Mutual Funds | — | $13K | $114K | 0.8% | |
| James Henderson Triton Class N Fund 4,031 shares | Other securities | — | $4K | $111K | 0.7% | |
| Fidelity Small Cap Index Fund 3,062 shares | Common Collective Trusts | — | $3K | $85K | 0.6% | |
| Fidelity Freedom Fund 2065 K6 Fund 6,006 shares | Mutual Funds | — | $6K | $80K | 0.5% | |
| Victory Sophus Emerging Markets R6 Fund 3,562 shares | Other securities | — | $4K | $69K | 0.5% | |
| The Hartford Dividend and Growth R6 Fund 1,487 shares | Mutual Funds | — | $1K | $51K | 0.3% | |
| Fidelity Global EX US Index Fund 2,996 shares | Common Collective Trusts | — | $3K | $43K | 0.3% | |
| JH Growth & Inc Class N Fund 477 shares | Common Stocks | — | — | $33K | 0.2% | |
| Fidelity Freedom Fund 2015 K6 Fund 893 shares | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Income K6 Fund 616 shares | Mutual Funds | — | — | $6K | <0.1% | |
| Goldman Sachs Inflation Protected Securities R6 Fund 670 shares | Other securities | — | — | $6K | <0.1% | |
| Fidelity International Capital Appreciation K6 Fund 326 shares | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Fund 2070 K6 Fund 119 shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $23K | — |
