Sunlighten, Inc.'s EIN is 77-0582440.
Download the official 2024 Form 5500 (PDF) for Sunlighten, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunlighten, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRONTIER WEALTH ENTERPRISES | — | KANSAS CITY, MO | INVESTMENT ADVISOR | $26K |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.5M | 93.8% | |
| T ROWE PRICE RETIREMENT 2005 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.9% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $783K | 9.7% | |
| T ROWE PRICE RETIREMENT 2030 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $719K | 9.0% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $709K | 8.8% | |
| T ROWE PRICE RETIREMENT 2045 TR. K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $577K | 7.2% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $522K | 6.5% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHER TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $505K | 6.3% | |
| T. ROWE PRICE RETIREMENT 2055 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $386K | 4.8% | |
| T ROWE PRICE RETIREMENT 2040 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $370K | 4.6% | |
| T. ROWE PRICE RETIREMENT 2050 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $352K | 4.4% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $298K | 3.7% | |
| T. ROWE PRICE RETIREMENT 2060 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $222K | 2.8% | |
| FIAM CORE + COMMINGLED POOL CLASS I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $131K | 1.6% | |
| MASSMUTUAL SM. CAP GR EQ CITFEECICT GREAT GRAY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $114K | 1.4% | |
| T ROWE PRICE RETIREMENT 2065 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $105K | 1.3% | |
| T ROWE PRICE RETIREMENT 2035 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $88K | 1.1% | |
| T ROWE PRICE RETIREMENT 2025 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% | |
| T ROWE PRICE RETIREMENT 2020 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2K | <0.1% | |
| GREAT GRAY TRUST EUROPACIFIC GR. CT GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $434 | <0.1% |
| — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES MIDWEST LLC | — | KNOXVILLE, TN | CONTRACT ADMIN | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERGANKDV LTD | — | ST. CLOUD, MN | AUDITOR | $41K | — |
| BERGANKDV LLC | — | DALLAS, TX | AUDITOR | $0 | — |
