Anitra Sires signed SAUK Business Enterprises' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAUK Business Enterprises' EIN is 02-0713814.
Download the official 2024 Form 5500 (PDF) for SAUK Business Enterprises from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAUK Business Enterprises' 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $16K | — |
| ACTUARIAL SERVICES GROUP, INC. | 75-2800849 | — | RECORDKEEPER | $315 | — |
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | ALBUQUERQUE, NM | RECORDKEEPER | $175 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA PARTNERS STOCK INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $129K | 9.8% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $121K | 9.2% | |
| TA VANGUARD TOTAL MARKET INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $93K | 7.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $93K | 7.0% | |
| INVESCO DIVERSIFIED DIVIDENT RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $84K | 6.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $83K | 6.3% | |
| MORGAN STANELY GROWTH OPPORTUNITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $74K | 5.6% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $58K | 4.4% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $54K | 4.1% | |
| COLUMBIA DIVIDEND INCOME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 635 | Pooled Separate Account | — | — | $48K | 3.7% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 293 | Pooled Separate Account | — | — | $48K | 3.7% | |
| DFA INFL-PROTECTED SEC PORTFOLIO TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $46K | 3.5% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 546 | Pooled Separate Account | — | — | $40K | 3.0% | |
| AMERICAN FUND AMERICAN MUTAL RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $40K | 3.0% | |
| STATE STREET RUSSELL LRG CAP GR IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $39K | 3.0% | |
| Transamerica Stable Value Core Guaranteed Investment Contract | Stable Value | — | — | $39K | 3.0% | |
| PIONEER GLOBAL SUSTAINABLE EQ RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 779 | Pooled Separate Account | — | — | $36K | 2.7% | |
| INVESCO INTERNATIONAL GROWTH RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 195 | Pooled Separate Account | — | — | $33K | 2.5% | |
| TRANSAMERICA GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 789 | Pooled Separate Account | — | — | $32K | 2.4% | |
| AMERICAN CENTURY FOCUSED GLOBAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 571 | Pooled Separate Account | — | — | $29K | 2.2% | |
| T ROWE PRICE INT DISCOVERY TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 783 | Pooled Separate Account | — | — | $27K | 2.1% | |
| JPMORGAN LONG DURATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 145 | Pooled Separate Account | — | — | $27K | 2.0% | |
| AMERICAN FUNDS SMALLCAP WORLD RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 069 | Pooled Separate Account | — | — | $20K | 1.5% | |
| INVESCO CONVERTIBLE SECURITIES RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 532 | Pooled Separate Account | — | — | $12K | 0.9% | |
| GOLDMAN SACHS TECHNOLOGY OPPORTUNIT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | — | — | $2K | 0.2% | |
| TRANSAMERICA RETIREONTRK 2040 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $112 | <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 |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT ADVISORY PLAN | $229 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA FINANCIAL GROUP | 30-0588666 | EL SEGUNDO, CA | BROKER | $0 | — |
