ADAM Smith signed Sun Pacific Shippers, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sun Pacific Shippers, LP's EIN is 77-0570025.
Download the official 2024 Form 5500 (PDF) for Sun Pacific Shippers, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun Pacific Shippers, LP'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard TG Retirement 2030 122,362.2563 shares of mutual funds | Mutual Funds | — | — | $4.6M | 17.8% | |
| Vanguard TG Retirement 2040 79,111.5560 shares of mutual funds | Mutual Funds | — | — | $3.4M | 13.2% | |
| Vanguard TG Retirement 2035 117,561.0951 shares of mutual funds | Mutual Funds | — | — | $2.8M | 10.8% | |
| Vanguard TG Retirement 2025 136,366.4286 shares of mutual funds | Mutual Funds | — | — | $2.5M | 9.8% | |
| Vanguard TG Retirement 2050 45,413.0897 shares of mutual funds | Mutual Funds | — | — | $2.3M | 8.7% | |
| Vanguard TG Retirement 2045 66,120.8574 shares of mutual funds | Mutual Funds | — | — | $2.0M | 7.5% | |
| Vanguard TG Retirement 2055 33,966.3935 shares of mutual funds | Mutual Funds | — | — | $1.9M | 7.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.6% | |
| Vanguard TG Retirement 2060 22,478.3085 shares of mutual funds | Mutual Funds | — | — | $1.2M | 4.4% | |
| Vanguard TG Retirement 2020 24,665.9709 shares of mutual funds | Mutual Funds | — | — | $653K | 2.5% | |
| Vanguard Target Retirement Fund 33,982.1321 shares of mutual funds | Mutual Funds | — | — | $445K | 1.7% | |
| Vanguard TG Retirement 2065 11,123.9069 shares of mutual funds | Mutual Funds | — | — | $374K | 1.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $233K | 0.9% | |
| Vanguard Gnma Fund-Adm 20,825.3925 shares of mutual funds | Agency / Mortgage-Backed | — | — | $190K | 0.7% | |
| SEI Trust Company Principal/BlackRock International Equity ** Index CIT | Common Collective Trusts | — | — | $131K | 0.5% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $131K | 0.5% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $130K | 0.5% | |
| Vanguard Toti BO Mkt Index 12,111.6013 share of mutual funds | Mutual Funds | — | — | $115K | 0.4% | |
| Vanguard Real EST lndx-Adm 686.0070 shares of mutual funds | Mutual Funds | — | — | $87K | 0.3% | |
| (E) | Other securities | — | $72K | $87K | 0.3% | |
| Macquarie Emerging Markets Ins 3,553.3694 shares of mutual funds | Other securities | — | — | $72K | 0.3% | |
| Vanguard TG Retirement 2070 1,166.5184 shares of mutual funds | Mutual Funds | — | — | $31K | 0.1% | |
| (E) | Other securities | — | — | $31K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
