Plan Sponsor signed SUNA Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SUNA Solutions, Inc.'s EIN is 80-0481197.
Download the official 2024 Form 5500 (PDF) for SUNA Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SUNA Solutions, 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 COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $390 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $828K | 22.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $597K | 15.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $481K | 12.8% | |
| Benefit Plans Admin Services Collective Trusts American Century RD Hybrid 2065 CL I | Common Collective Trusts | — | — | $351K | 9.4% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $325K | 8.7% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $254K | 6.8% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $221K | 5.9% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $185K | 4.9% | |
| Benefit Plans Admin Services Collective Trusts American Century RD Hybrid 2035 CL I | Common Collective Trusts | — | — | $116K | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $81K | 2.1% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $54K | 1.5% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $46K | 1.2% | |
| Benefit Plans Admin Services Collective Trusts AB US Large Cap Growth CIT W SE CL R | Common Collective Trusts | — | — | $43K | 1.2% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $38K | 1.0% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $35K | 0.9% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $25K | 0.7% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $20K | 0.5% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $12K | 0.3% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $10K | 0.3% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $10K | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $6K | 0.2% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $3K | <0.1% | |
| Benefit Plans Admin Services Collective Trusts AMI Core Fixed Income CL I | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $2K | <0.1% | |
| Neuberger Berman Strategic Income R6 | Other securities | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $15K | — |
