LENA Cavalier signed Sunshine Quality Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunshine Quality Solutions, LLC's EIN is 81-3679943.
Download the official 2024 Form 5500 (PDF) for Sunshine Quality Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunshine Quality Solutions, LLC'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRO ACCOUNT | 73-0988442 | — | INVESTMENT ADVISOR | $55K | — |
| SECOND LINE CAPITAL LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lifecycle Index 2030 R6 Nuveen | Mutual Funds | — | — | $2.7M | 14.6% | |
| Lifecycle Index 2035 R6 Nuveen | Mutual Funds | — | — | $2.5M | 13.8% | |
| Lifecycle Index 2040 R6 Nuveen | Mutual Funds | — | — | $2.4M | 12.7% | |
| Lifecycle Index 2025 R6 Nuveen | Mutual Funds | — | — | $2.3M | 12.3% | |
| Stable Value Guaranteed JH | Stable Value | — | — | $1.9M | 10.2% | |
| Lifecycle Index 2045 R6 Nuveen | Mutual Funds | — | — | $1.8M | 9.5% | |
| Lifecycle Index 2050 R6 Nuveen | Mutual Funds | — | — | $1.0M | 5.6% | |
| Lifecycle Index 2055 R6 Nuveen | Mutual Funds | — | — | $791K | 4.3% | |
| Lifecycle Index 2015 R6 Nuveen 251 Lifecycle Index 2020 R6 Nuveen | Mutual Funds | — | — | $583K | 3.2% | |
| Lifecycle Index 2060 R6 Nuveen | Mutual Funds | — | — | $495K | 2.7% | |
| Ttl World Stk Idx Adm Vanguard | Common Collective Trusts | — | — | $251K | 1.4% | |
| Lifecycle Index 2065 R6 Nuveen | Mutual Funds | — | — | $174K | 0.9% | |
| Inst Long Dur Cre T. Rowe Price | Other securities | — | — | $156K | 0.8% | |
| Info Tech Idx Admiral Vanguard | Common Collective Trusts | — | — | $117K | 0.6% | |
| 500 Index Fd Admiral Vanguard | Common Collective Trusts | — | — | $116K | 0.6% | |
| Core Bond Admiral Vanguard | Mutual Funds | — | — | $107K | 0.6% | |
| Large Growth R6 JP Morgan | Other securities | — | — | $80K | 0.4% | |
| Sm Cap Val Ind Adm Vanguard | Mutual Funds | — | — | $62K | 0.3% | |
| MidCap Grwth Ind Adm Vanguard | Mutual Funds | — | — | $56K | 0.3% | |
| Growth Index Fd Adm Vanguard | Mutual Funds | — | — | $53K | 0.3% | |
| Index Adm Vanguard | Real Estate | — | — | $29K | 0.2% | |
| Balanced Index Ad Vanguard | Mutual Funds | — | — | $28K | 0.2% | |
| Value Index Fd Adm Vanguard | Mutual Funds | — | — | $27K | 0.1% | |
| Emerg Mkts Stk Idx Ad Vanguard | Common Collective Trusts | — | — | $26K | 0.1% | |
| Utilities Index Adm Vanguard 14 Intl Equity R6 JP Morgan | Mutual Funds | — | — | $25K | 0.1% | |
| Small Growth Adml Vanguard | Mutual Funds | — | — | $20K | 0.1% | |
| US Govt MMkt Cap Cl JP Morgan | Other securities | — | — | $7K | <0.1% | |
| S-T Bond Index Adm Vanguard | U.S. Treasuries | — | — | $4K | <0.1% | |
| Mid-Cap Val Index Adm Vanguard | Mutual Funds | — | — | $3K | <0.1% | |
| Cash Res Fed MM Adm Vanguard 47 High Yield Prt K BlackRock | 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.
| 92-3387385 |
| — |
| INVESTMENT ADVISOR |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES GROUP, LLC | 72-1450587 | — | TPA | $2K | — |
| RETIREMENT STRATEGIES GROUP, LLC | 72-1450587 | — | THIRD PARTY ADMIN. | $0 | — |
