Christina CHEN signed Sun Hill Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun Hill Properties, Inc.'s EIN is 77-0225615.
Download the official 2024 Form 5500 (PDF) for Sun Hill Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Hill Properties, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $3.0M | 17.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $2.2M | 13.0% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $1.6M | 9.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $1.5M | 8.8% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $1.5M | 8.7% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $1.2M | 7.1% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $1.0M | 6.1% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $893K | 5.3% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $766K | 4.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $706K | 4.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $522K | 3.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $355K | 2.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $193K | 1.1% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $169K | 1.0% | |
| NYLI INCOME BUILDER R6 | Registered Investment Companies | — | — | $126K | 0.7% | |
| FRA EQUITY INCOME FUND - R6 | Registered Investment Companies | — | — | $106K | 0.6% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $90K | 0.5% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $82K | 0.5% | |
| NEU MID CAP GROWTH FUND - R6 | Registered Investment Companies | — | — | $53K | 0.3% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $50K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $41K | 0.2% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $40K | 0.2% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $35K | 0.2% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $30K | 0.2% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $28K | 0.2% | |
| TA MID CAP VAL OPP R6 | Registered Investment Companies | — | — | $27K | 0.2% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $27K | 0.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $20K | 0.1% | |
| VICTORY INTL SMALL CAP I | Registered Investment Companies | — | — | $9K | <0.1% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $9K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| THORNBURG LIMITED TERM INC R6 770 REGISTERED INVESTMENT COMPANY FID EXT MRKT INDEX | Registered Investment Companies | — | — | $3K | <0.1% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $3K | <0.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $37K |
| — |
