Garth Price signed Sunstate Equipment Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunstate Equipment Co., LLC's EIN is 86-0810251.
Download the official 2024 Form 5500 (PDF) for Sunstate Equipment Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunstate Equipment Co., LLC's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $229K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | INVESTMENT ADVISOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $21.3M | 13.0% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $17.6M | 10.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $17.3M | 10.6% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $14.5M | 8.8% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $14.3M | 8.7% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $11.0M | 6.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $10.2M | 6.2% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $9.3M | 5.6% | |
| to 10.50% - | Bonds / Notes | — | — | $6.7M | 4.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 6.50% | Bonds / Notes | — | — | $6.6M | 4.1% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $5.5M | 3.3% | |
| VANGUARD RETIREMENT SAVINGS TRUSTIV VANGUARD · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $4.9M | 3.0% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $3.8M | 2.3% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $3.4M | 2.1% | |
| Fidelity Global US Index | Mutual Funds | — | — | $3.1M | 1.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.0M | 1.8% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $2.7M | 1.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.4M | 1.4% | |
| Dodge & Cox Income Fund Class X | Mutual Funds | — | — | $2.2M | 1.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.8M | 1.1% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $1.8M | 1.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.5M | 0.9% | |
| Fidelity Inflation-Prot Bd Idx | Common Collective Trusts | — | — | $1.4M | 0.8% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $1.3M | 0.8% | |
| Franklin Small-Cap Growth Advantage | Mutual Funds | — | — | $999K | 0.6% | |
| Nuveen Real Estate | Mutual Funds | — | — | $982K | 0.6% | |
| Victory Integrity Small-Cap Value | Other securities | — | — | $698K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $326K | 0.2% | |
| State Street Bank and Trust Co Cash Reserve Account | Cash / Money Market | — | — | $288K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $281K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $109K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | 62-1199757 | — | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPSTEIN BECKER & GREEN PC | 13-3031033 | — | LEGAL | $11K | — |
