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Original filing (PDF)20251008113335NAL0005773553001
SUN LITHOGRAPHING AND PRINTING COMPANY, INC.
Form 5500
FILING_RECEIVED
SUN LITHOGRAPHING AND PRINTING COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
147
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
1 pooled trust
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN LITHOGRAPHING AND PRINTING COMPANY, INC..
Plan sponsor
Name
SUN LITHOGRAPHING AND PRINTING COMPANY, INC.
EIN
87-0181778
Address
2105 WEST 2300 SOUTH · SALT LAKE CITY, UT · 841192017
Phone
(801) 972-6120
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JONES SIMPKINS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER-DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | TPA | $0 | — |
Investments
57 direct securities · 1 pooled fund· $24.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.6M
57 holdings
Pooled Separate Account
$12.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.0M | 95.4% | |
| Voya Retirement Insurance Co. Vanguard 500 Index Fund n/a | — | — | — | $2.1M | 16.5% | |
| Voya Retirement Insurance Co. Vanguard Global Equity Fund n/a | — | — | — | $1.7M | 13.4% | |
| Voya Retirement Insurance Co. DFA U.S. Large Cap Value Portfolio n/a | — | — | — | $1.5M | 11.5% | |
| Voya Retirement Insurance Co. Vanguard Target Retirement 2030 Fund n/a | — | — | — | $1.0M | 8.2% | |
| Voya Retirement Insurance Co. Vanguard Small-Cap Value Index Fund n/a | — | — | — | $929K | 7.4% | |
| Voya Retirement Insurance Co. DFA International Small Company Portfolio n/a | — | — | — | $780K | 6.2% | |
| Voya Retirement Insurance Co. Lord Abbett Core Plus Bond R6 n/a | — | — | — | $592K | 4.7% | |
| Voya Retirement Insurance Co. DFA Emerging Markets Portfolio n/a | — | — | — | $557K | 4.4% | |
| Voya Retirement Insurance Co. Vanguard Target Retirement 2040 Fund n/a | — | — | — | $548K | 4.3% | |
| Voya Retirement Insurance Co. Lord Abbett Short Duration Income Fund Cl R6 n/a | — | — | — | $537K | 4.3% | |
| Voya Retirement Insurance Co. Vanguard Real Estate Index Fund n/a | — | — | — | $528K | 4.2% | |
| Voya Retirement Insurance Co. Vanguard Target Retirement 2025 Fund n/a | — | — | — | $474K | 3.8% | |
| Voya Retirement Insurance Co. Voya Fixed Account n/a | — | — | — | $300K | 2.4% | |
| Voya Retirement Insurance Co. Vanguard Target Retirement 2045 Fund n/a | — | — | — | $176K | 1.4% | |
| Voya Retirement Insurance Co. Vanguard Target Retirement 2035 Fund n/a | — | — | — | $156K | 1.2% | |
| through June 2029. - | — | — | — | $129K | 1.0% | |
| Voya Retirement Insurance Co. Vanguard Target Retirement 2050 Fund n/a | — | — | — | $119K | 0.9% | |
| Voya Retirement Insurance Co. DFA U.S. Small Cap Portfolio n/a | — | — | — | $108K | 0.9% | |
| Voya Retirement Insurance Co. Vanguard Growth Index Fund n/a | — | — | — | $81K | 0.6% | |
| Voya Retirement Insurance Co. Vanguard Mid-Cap Value Index Fund n/a | — | — | — | $55K | 0.4% | |
| Voya Retirement Insurance Co. Vanguard Health Care Index Fund n/a | — | — | — | $47K | 0.4% | |
| Voya Retirement Insurance Co. Vanguard Target Retirement 2055 Fund n/a | — | — | — | $37K | 0.3% | |
| Voya Retirement Insurance Co. Voya Gov Money Market Fund - Class A n/a | — | — | — | $32K | 0.3% | |
| Amazon.com Inc 110 shares n/a | — | — | — | $24K | 0.2% | |
| Palantir Technologie A 150 shares n/a | — | — | — | $11K | <0.1% | |
| Costco Whsl Corp New 10 shares n/a | — | — | — | $9K | <0.1% | |
| Fidelity Brokerage Services LLC Fidelity Wise Origin Bitcoin Fund n/a | — | — | — | $8K | <0.1% | |
| Voya Retirement Insurance Co. Vanguard Traget Retire Inc Fnd n/a | — | — | — | $8K | <0.1% | |
| Parker-Hannifin Corp 10 shares n/a | — | — | — | $6K | <0.1% | |
| General Dynamics Cor 24 shares n/a | — | — | — | $6K | <0.1% | |
| Franco Nev Corp 52 shares n/a | — | — | — | $6K | <0.1% | |
| Tesla Inc 15 shares n/a | — | — | — | $6K | <0.1% | |
| Northrop Grumman Cor 12 shares n/a | — | — | — | $5K | <0.1% | |
| Texas Instrs Inc 26 shares n/a | — | — | — | $5K | <0.1% | |
| Brookfield Corp A 83 shares n/a | — | — | — | $5K | <0.1% | |
| L3Harris Technologie 22 shares n/a | — | — | — | $5K | <0.1% | |
| Constellation Energy 20 shares n/a | — | — | — | $4K | <0.1% | |
| Franklin Resources, Inc. Franklin Gold And Precious Metals A n/a | — | — | — | $3K | <0.1% | |
| Donaldson Inc 51 shares n/a | — | — | — | $3K | <0.1% | |
| Kinder Morgan Inc De 122 shares n/a | — | — | — | $3K | <0.1% | |
| (continued) Royal Gold Inc 25 shares n/a | — | — | — | $3K | <0.1% | |
| Silvercrest Metals I 350 shares n/a | — | — | — | $3K | <0.1% | |
| American Century Investment Services, Inc. American Century Global Gold A n/a | — | — | — | $3K | <0.1% | |
| Sofi Technologies In 200 shares n/a | — | — | — | $3K | <0.1% | |
| U.S. Global Investors, Inc. US Gbl Go Gld Precious Mtl Minrs Etf n/a | — | — | — | $3K | <0.1% | |
| Realty Income Corp Reit 52 shares n/a | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance Co. Vanguard Mid-Cap Index Fund n/a | — | — | — | $2K | <0.1% | |
| The Coca-Cola Co 32 shares n/a | — | — | — | $2K | <0.1% | |
| Realty Income Corp Reit 33 shares n/a | — | — | — | $2K | <0.1% | |
| Mara Hldgs Inc 100 shares n/a | — | — | — | $2K | <0.1% | |
| Reddit Inc A 10 shares n/a | — | — | — | $2K | <0.1% | |
| Rio Tinto Plc Adr 27 shares n/a | — | — | — | $2K | <0.1% | |
| Barrick Gold Corp 100 shares n/a | — | — | — | $2K | <0.1% | |
| Mag Silver Corp 100 shares n/a | — | — | — | $1K | <0.1% | |
| Kinder Morgan Inc De 46 shares n/a | — | — | — | $1K | <0.1% | |
| Wells Fargo & Co 16 shares n/a | — | — | — | $1K | <0.1% | |
| Brookfield Asset Mgm A 20 shares n/a | — | — | — | $1K | <0.1% |
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