KARA Trebs signed Sunwest Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sunwest Bank's EIN is 95-2630202.
Download the official 2024 Form 5500 (PDF) for Sunwest Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sunwest Bank'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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS, | 47-5476782 | — | INVESTMENT ADVISORY | $70K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.2M | 13.8% | |
| American Funds 2035 Target Mutual Fund | Mutual Funds | — | — | $2.4M | 10.3% | |
| American Funds 2050 Target Mutual Fund | Mutual Funds | — | — | $1.6M | 7.2% | |
| American Funds 2045 Target Mutual Fund | Mutual Funds | — | — | $1.6M | 7.1% | |
| American Funds 2030 Target Mutual Fund | Mutual Funds | — | — | $1.5M | 6.7% | |
| American Funds 2040 Target Mutual Fund | Mutual Funds | — | — | $1.3M | 5.7% | |
| American Funds 2060 Target Mutual Fund | Mutual Funds | — | — | $1.2M | 5.3% | |
| Vanguard Federal Money Market Fund - Investor Class Mutual Fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| American Funds 2055 Target Mutual Fund | Mutual Funds | — | — | $795K | 3.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $777K | 3.4% | |
| American Funds 2025 Target Mutual Fund | Mutual Funds | — | — | $655K | 2.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $639K | 2.8% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $630K | 2.7% | |
| JPMorgan Equity Income Fund - Class R6 Mutual Fund | Other securities | — | — | $591K | 2.6% | |
| American Funds 2020 Target Mutual Fund | Mutual Funds | — | — | $480K | 2.1% | |
| Wilmington Trust Company Mid Cap Growth II CL R1 Fund Mutual Fund | Common Stocks | — | — | $428K | 1.9% | |
| Notes Receivable from participants Interest rate at 4.25% to 9.50%, maturing through 2054 $0 | Bonds / Notes | — | — | $423K | 1.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $340K | 1.5% | |
| Invesco Equally-Weighted S&P 500 R Mutual Fund | Common Collective Trusts | — | — | $334K | 1.5% | |
| Thornburg Strategic Income R6 Mutual Fund | Other securities | — | — | $298K | 1.3% | |
| MetLife Reliance Stable Value Fund Series 25157 - Class 0 Common Collective Trust | Stable Value | — | — | $274K | 1.2% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $274K | 1.2% | |
| American Funds 2065 Target Mutual Fund | Mutual Funds | — | — | $269K | 1.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $269K | 1.2% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $257K | 1.1% | |
| Victory Sycamore Established Value Fund - Class R6 Mutual Fund | Other securities | — | — | $218K | 1.0% | |
| American Funds 2070 Target Mutual Fund ** 175 American Funds New World Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $171K | 0.7% | |
| Fidelity Advisor Real Estate Income Fund - Class I Mutual Fund | Mutual Funds | — | — | $148K | 0.6% | |
| Neuberger Berman Management Large Cap Value R6 Fund Mutual Fund | Other securities | — | — | $147K | 0.6% | |
| BlackRock Commodity Strategies K Mutual Fund | Other securities | — | — | $140K | 0.6% | |
| Principal Small Cap Growth Fund I - Class R6 Mutual Fund | Other securities | — | — | $128K | 0.6% | |
| MassMutual Premier High Yield Fund - Class I Mutual Fund | Other securities | — | — | $114K | 0.5% | |
| American Funds 2010 Target Mutual Fund | Mutual Funds | — | — | $94K | 0.4% | |
| (E) | Other securities | — | $72K | $94K | 0.4% | |
| (E) | Other securities | — | — | $93K | 0.4% | |
| JPMorgan Core Plus Bond Fund - Class R6 Mutual Fund | Other securities | — | — | $93K | 0.4% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $78K | 0.3% | |
| American Funds 2015 Target Mutual Fund | Mutual Funds | — | — | $72K | 0.3% | |
| PGIM Short Term Corporate Bond Fund - Class R6 Mutual Fund | Other securities | — | — | $56K | 0.2% |
