Giardy RITZ signed Salamander Farms, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salamander Farms, L.L.C.'s EIN is 01-0636881.
Download the official 2024 Form 5500 (PDF) for Salamander Farms, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salamander Farms, L.L.C.'s plan includes 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 | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATION INVESTMENT ADVISORS LLC | — | NORWALK, CT | INVESTMENT ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Balanced Fund | Mutual Funds | — | — | $20.4M | 49.4% | |
| MassMutual Select S&P 500 Index Fund | Common Collective Trusts | — | — | $3.0M | 7.2% | |
| Guaranteed Interest Contract * MassMutual Diversified SAGIC | Other securities | — | — | $2.4M | 5.9% | |
| MFS Mass Investors Growth Stock Fund | Mutual Funds | — | — | $1.6M | 3.8% | |
| JP Morgan JP Morgan Equity Income Fund | Other securities | — | — | $1.5M | 3.5% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | Other securities | — | — | $1.4M | 3.4% | |
| Invesco Small Cap Value Fund | Mutual Funds | — | — | $1.3M | 3.2% | |
| JP Morgan JP Morgan Smart Retirement 2030 Fund | Other securities | — | — | $1.2M | 3.0% | |
| MassMutual Total Return Bond Fund | Other securities | — | — | $1.1M | 2.6% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $951K | 2.3% | |
| JP Morgan JP Morgan Smart Retirement 2040 Fund | Other securities | — | — | $854K | 2.1% | |
| Oakmark International Investor Fund | Other securities | — | — | $788K | 1.9% | |
| JP Morgan JP Morgan Mid Cap Value Fund | Other securities | — | — | $777K | 1.9% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $736K | 1.8% | |
| JP Morgan JP Morgan Smart Retirement 2050 Fund | Other securities | — | — | $511K | 1.2% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $467K | 1.1% | |
| 9.50%, maturing through October 2036 | Bonds / Notes | — | — | $433K | 1.0% | |
| Invesco Real Estate Fund | Mutual Funds | — | — | $394K | 1.0% | |
| Invesco International Bond Fund | Mutual Funds | — | — | $386K | 0.9% | |
| JP Morgan JP Morgan Smart Retirement 2020 Fund | Other securities | — | — | $356K | 0.9% | |
| PGIM High-Yield Fund | Other securities | — | — | $271K | 0.7% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $261K | 0.6% | |
| JP Morgan JP Morgan Smart Retirement 2060 Fund | Other securities | — | — | $132K | 0.3% | |
| JP Morgan JP Morgan Smart Retirement Income Fund | Other securities | — | — | $80K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
