Keisha Stewart signed Serta Simmons Bedding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Serta Simmons Bedding, LLC's EIN is 01-0931874.
Download the official 2024 Form 5500 (PDF) for Serta Simmons Bedding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Serta Simmons Bedding, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $249K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL PARTNERS, LLC | 26-0058143 | — | CONSULTANT | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $31.1M | $31.1M | 11.3% | |
| FIDELITY 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $17.6M | $28.2M | 10.2% | |
| T ROWE PRICE BLUE CHIP GRTH T6 T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | $26.7M | $26.6M | 9.7% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $20.5M | $23.7M | 8.6% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $20.4M | $23.4M | 8.5% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $15.7M | $18.4M | 6.7% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $15.3M | $18.0M | 6.5% | |
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $14.8M | $17.4M | 6.3% | |
| CARILLON EAGLE MID CAP GRTH I MUTUAL FUNDS | Other securities | — | $11.8M | $12.5M | 4.5% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $9.7M | $11.0M | 4.0% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $9.4M | $11.0M | 4.0% | |
| LOAN FUND LOANS | Other securities | — | $6.1M | $6.1M | 2.2% | |
| VANGUARD TOTAL BOND MKT MUTUAL FUNDS | Mutual Funds | — | $5.9M | $5.4M | 2.0% | |
| JP MORGAN SMALL CAP MUTUAL FUNDS | Other securities | — | $5.4M | $5.4M | 1.9% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $4.3M | $5.0M | 1.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | $4.6M | $5.0M | 1.8% | |
| VANGUARD EQUITY INCOME CL ADM MUTUAL FUNDS | Mutual Funds | — | $4.6M | $4.9M | 1.8% | |
| JP MORGAN MID CAP VAL FD R6 MUTUAL FUNDS | Other securities | — | $4.3M | $4.3M | 1.6% | |
| VANGUARD EXTEND MARKET INDX FD MUTUAL FUNDS | Mutual Funds | — | $3.8M | $4.3M | 1.6% | |
| PIMCO TOTAL RETURN PORT. INSTL MUTUAL FUNDS | Mutual Funds | — | $4.8M | $4.2M | 1.5% | |
| VANGUARD TOTAL INT STOCK INDEX MUTUAL FUNDS | Mutual Funds | — | $3.6M | $3.8M | 1.4% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $2.5M | $2.8M | 1.0% | |
| T. ROWE PRICE 2065 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $1.1M | $1.3M | 0.5% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $977K | $1.1M | 0.4% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $242K | $242K | <0.1% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $194K | $216K | <0.1% | |
| T. ROWE PRICE 2005 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $55K | $58K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $37K | $37K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $10K | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON | 58-1763439 | — | ACCOUNTANT | $27K | — |
