Robert Kerrigan signed Sunoco GP, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunoco GP, LLC's EIN is 90-0857728.
Download the official 2024 Form 5500 (PDF) for Sunoco GP, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunoco GP, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime Hybrid 2040 Fund 66,919 shares | Other securities | — | $67K | $986K | 47.3% | |
| Principal LifeTime Hybrid 2030 Fund 36,621 shares | Other securities | — | $37K | $481K | 23.1% | |
| Principal LifeTime Hybrid 2035 Fund 20,299 shares | Other securities | — | $20K | $286K | 13.7% | |
| Principal LifeTime Hybrid 2045 Fund 5,932 shares | Other securities | — | $6K | $91K | 4.4% | |
| (E) | Other securities | — | $4K | $88K | 4.2% | |
| Principal LifeTime Hybrid 2015 Fund 5 shares 56 * Principal LifeTime Hybrid 2020 Fund 5 shares 57 * Principal LifeTime Hybrid 2025 Fund 6,921 shares | Other securities | — | $7K | $88K | 4.2% | |
| Principal LifeTime Hybrid 2055 Fund 3,423 shares | Other securities | — | $3K | $56K | 2.7% | |
| Principal LifeTime Hybrid 2050 Fund 2,141 shares | Other securities | — | $2K | $34K | 1.6% | |
| Principal LifeTime Hybrid 2065 Fund 1,386 shares | Other securities | — | $1K | $21K | 1.0% | |
| Fidelity 500 Index Fund 20 shares | Mutual Funds | — | — | $4K | 0.2% | |
| Principal Lifetime Hybrid 2070 R6 Fund 193 shares | 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.
