Matthew Flynn signed Sunvera Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunvera Group, LLC's EIN is 83-0665141.
Download the official 2024 Form 5500 (PDF) for Sunvera Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunvera Group, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company Unallocated insurance contracts - Principal Guaranteed Option | Common Stocks | — | — | $3.4M | 22.2% | |
| iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $1.4M | 9.3% | |
| JPMorgan Large Cap Growth R6 Fund | Other securities | — | — | $1.3M | 8.3% | |
| John Hancock Disciplined Value R6 Fund | Other securities | — | — | $1.2M | 7.9% | |
| John Hancock Bond Fund R6 | Other securities | — | — | $953K | 6.3% | |
| DFA Global Equity Portfolio Institutional Class | Mutual Funds | — | — | $854K | 5.6% | |
| American Funds U.S. Government Securities Fund R6 | Mutual Funds | — | — | $829K | 5.4% | |
| PIMCO Real Return Institutional Fund | Mutual Funds | — | — | $790K | 5.2% | |
| iShares MSCI EAFE International Index K Fund | Other securities | — | — | $705K | 4.6% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $701K | 4.6% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $538K | 3.5% | |
| Goldman Sachs GQG Partners International Opportuni | Other securities | — | — | $436K | 2.9% | |
| iShares Russell Mid Cap Index Fund K | Common Collective Trusts | — | — | $426K | 2.8% | |
| Columbia Small Cap Index Fund Institutional 2 | Common Collective Trusts | — | — | $328K | 2.2% | |
| Columbia Small Cap Value I Institutional 3 | Other securities | — | — | $326K | 2.1% | |
| Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company Allspring Special Mid Cap Value R6 Fund | Common Stocks | — | — | $305K | 2.0% | |
| Federated Hermes MDT Mid Cap Growth Fund | Other securities | — | — | $242K | 1.6% | |
| Wasatch Core Growth Fund | Other securities | — | — | $189K | 1.2% | |
| Participants Participant notes receivable bearing interest at rates between 4.50 and 10.50 percent - | Other securities | — | — | $165K | 1.1% | |
| BlackRock Strategic Global Bond Fund | Other securities | — | — | $113K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $39K | 0.3% | |
| Transamerica International Equity Fund R6 | Other securities | — | — | $35K | 0.2% |
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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $33K | — |
