Rafael Villa signed Sungrid US LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sungrid US LP's EIN is 88-0933384.
Download the official 2024 Form 5500 (PDF) for Sungrid US LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sungrid US LP's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $150K | 14.6% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Mutual Funds | — | — | $146K | 14.2% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Mutual Funds | — | — | $123K | 12.0% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Mutual Funds | — | — | $108K | 10.5% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Mutual Funds | — | — | $88K | 8.5% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | Mutual Funds | — | — | $64K | 6.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $54K | 5.2% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 548 American Funds Trgt Date Ret 2030 R6 American Funds 0 | Mutual Funds | — | — | $43K | 4.2% | |
| LARGE CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $40K | 3.9% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | Mutual Funds | — | — | $36K | 3.5% | |
| Fidelity Total Bond K6 Fidelity 0 471 Vanguard Treasury Money Market Vanguard 0 | Mutual Funds | — | — | $29K | 2.8% | |
| Vanguard Wellington Admiral Vanguard 0 | Mutual Funds | — | — | $28K | 2.8% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Mutual Funds | — | — | $21K | 2.1% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $18K | 1.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $16K | 1.5% | |
| MFS International Equity R6 MFS 0 | Mutual Funds | — | — | $13K | 1.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 484 Fidelity Small Cap Growth K6 Fidelity 0 | Mutual Funds | — | — | $12K | 1.2% | |
| Vanguard Selected Value Inv Vanguard 0 | Mutual Funds | — | — | $12K | 1.2% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $8K | 0.8% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $6K | 0.6% | |
| SMALL CAP VALUE III R1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $2K | 0.2% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | Mutual Funds | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
