Tyler Kirkham signed Sweet Candy Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sweet Candy Company's EIN is 87-0182370.
Download the official 2024 Form 5500 (PDF) for Sweet Candy Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sweet Candy Company'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 | $38K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s, at fair value WFBIX ISHARES U.S. AGGREGATE BOND INDEX K | Mutual Funds | — | — | $4.1M | 19.1% | |
| WFSPX ISHARES S&P 500 INDEX K | Common Collective Trusts | — | — | $1.9M | 9.0% | |
| TILVX TIAA-CREF LARGE-CAP VALUE IDX INST | Common Collective Trusts | — | — | $1.6M | 7.4% | |
| TILIX TIAA-CREF LARGE-CAP GR IDX INSTL | Common Collective Trusts | — | — | $1.4M | 6.4% | |
| PRRIX PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $1.2M | 5.4% | |
| BTMKX ISHARES MSCI EAFE INTERNATIONAL INDEX K | Other securities | — | — | $1.1M | 5.2% | |
| RNWGX AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $979K | 4.6% | |
| , at contract value * GWAQ35 EI FIXED ACCOUNT - SERIES CLASS I | Guaranteed Income / GIC | — | — | $900K | 4.2% | |
| OANIX OAKMARK INTERNATIONAL INSTITUTIONAL | Other securities | — | — | $859K | 4.0% | |
| BRHYX BLACKROCK HIGH YIELD BOND PORTFOLIO K | Other securities | — | — | $850K | 4.0% | |
| VWILX VANGUARD INTERNATIONAL GROWTH ADM | Mutual Funds | — | — | $794K | 3.7% | |
| LSGNX LOOMIS SAYLES GLOBAL BOND N | Other securities | — | — | $790K | 3.7% | |
| BRMKX ISHARES RUSSELL MID-CAP INDEX K | Other securities | — | — | $707K | 3.3% | |
| VMVAX VANGUARD MID-CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $690K | 3.2% | |
| FSMAX FIDELITY EXTENDED MARKET INDEX | Mutual Funds | — | — | $645K | 3.0% | |
| VSIAX VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $628K | 2.9% | |
| Notes receivable from participants Loans to participants with interest rates ranging from 4.25% to 9.5%, maturing January 2025 to June 2028 -0- | Bonds / Notes | — | — | $542K | 2.5% | |
| VSGAX VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $488K | 2.3% | |
| COMIX VANECK CM COMMODITY INDEX I | Other securities | — | — | $439K | 2.1% | |
| BDBKX ISHARES RUSSELL 2000 SMALL-CAP INDEX K | Common Collective Trusts | — | — | $364K | 1.7% | |
| PFRSX PRINCIPAL REAL ESTATE SECURITIES FD R-6 | Other securities | — | — | $251K | 1.2% | |
| CSFZX COHEN & STEERS GLOBAL REALTY Z | Other securities | — | — | $220K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $33K |
| — |
