Search public Form 5500 filings

Filters & tools • active

11 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 467127838 Clear all

Companies

companySunkist Retirement Board
1loaded plans
EIN: 46-7127838Location: CAPlans: 1Latest: 2023
View company financial profile →

Plans

planSunkist Investment TrustFinancial statementProvider compensation2023 filing
$82.1Mreported assets (EOY)
Sponsor: Sunkist Retirement BoardEIN: 46-7127838Plan: 001Participants: not reported in the loaded datasetAssets: $82,067,000Location: Valencia, CALatest: 2023
View full financial statement →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
View provider profile →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
View provider profile →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
View provider profile →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
View provider profile →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
View provider profile →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
View provider profile →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
View provider profile →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
View provider profile →

Filings

filing2023 Form 5500 — Sunkist Investment Trust
Sponsor: Sunkist Retirement BoardEIN: 46-7127838Plan: 001Ack ID: 20241014153321NAL0026583713003

Search public Form 5500 filings

Refine results

Companies

Plans

Service providers

Filings