Mario Perez signed State Garden, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
State Garden, Inc.'s EIN is 04-2237562.
Download the official 2024 Form 5500 (PDF) for State Garden, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)State Garden, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 TARG DATE - R6 | Mutual Funds | — | — | $4.9M | 26.4% | |
| American Funds 2035 TARG DATE - R6 | Mutual Funds | — | — | $4.4M | 23.5% | |
| American Funds 2045 TARG DATE - R6 | Mutual Funds | — | — | $1.4M | 7.4% | |
| American Funds 2050 TARG DATE - R6 | Mutual Funds | — | — | $1.2M | 6.6% | |
| American Funds 2055 TARGET DTD RET | Mutual Funds | — | — | $982K | 5.3% | |
| American Funds 2025 TARG DATE - R6 | Mutual Funds | — | — | $978K | 5.3% | |
| American Funds 2015 TARG DATE - R6 | Mutual Funds | — | — | $914K | 4.9% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $703K | 3.8% | |
| Maturity ranging from 2025 to 2034 -0- | Other securities | — | — | $611K | 3.3% | |
| Individual Participants Participant Loans - | Participant loans | — | — | $611K | 3.3% | |
| American Funds 2060 TRG DATE RETIRE CL R6 | Mutual Funds | — | — | $597K | 3.2% | |
| American Funds 2040 TARG DATE - R6 | Mutual Funds | — | — | $528K | 2.8% | |
| American Funds 2020 TARG DATE - R6 | Mutual Funds | — | — | $366K | 2.0% | |
| Wells Fargo Stable Value Cl C Common Collective Trust | Stable Value | — | — | $245K | 1.3% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $245K | 1.3% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $80K | 0.4% | |
| JPMorgan LARGE CAP GROWTH FUND CL | Other securities | — | — | $48K | 0.3% | |
| American Funds 2065 TARGET DTDRETIRE R6 | Mutual Funds | — | — | $26K | 0.1% | |
| Columbia DIVIDEND INCOME FUND CL I3 | Other securities | — | — | $15K | <0.1% | |
| Parnassus CORE EQUITY INSTL | Other securities | — | — | $13K | <0.1% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
