LORI Bongiorno signed Sounds True Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sounds True Inc.'s EIN is 84-1160535.
Download the official 2024 Form 5500 (PDF) for Sounds True Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sounds True 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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath ESG Index 2045 K | Other securities | — | — | $1.4M | 19.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $851K | 11.9% | |
| BlackRock LifePath ESG Index 2050 K | Other securities | — | — | $762K | 10.7% | |
| BlackRock High Yield Bond Portfolio K ** 1 BlackRock LifePath ESG Index 2040 K | Other securities | — | — | $697K | 9.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $534K | 7.5% | |
| Empower Annuity Insurance Company EI Fixed Account Series Class I | Common Stocks | — | — | $491K | 6.9% | |
| BlackRock LifePath ESG Index 2055 K | Other securities | — | — | $427K | 6.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $356K | 5.0% | |
| Group Annuity Contracts * American United Life Insurance Company Guaranteed interest account | Common Stocks | — | — | $224K | 3.1% | |
| Fidelity International Index | Mutual Funds | — | — | $205K | 2.9% | |
| BlackRock LifePath ESG Index 2060 K | Other securities | — | — | $195K | 2.7% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $183K | 2.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $155K | 2.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $151K | 2.1% | |
| Participant Loans Participant loans, maturing through -0- | Participant loans | — | — | $105K | 1.5% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $100K | 1.4% | |
| Janus Henderson Overseas I | Mutual Funds | — | — | $95K | 1.3% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $67K | 0.9% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $50K | 0.7% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $44K | 0.6% | |
| Calvert Small-Cap R6 | Other securities | — | — | $33K | 0.5% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $31K | $31K | 0.4% | |
| Undiscovered Mgrs Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $30K | 0.4% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $29K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Z | Other securities | — | — | $4K | <0.1% | |
| BlackRock LifePath ESG Index 2065 K | Other securities | — | — | $4K | <0.1% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
