Lynn Gray signed Strategic Risk Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Risk Solutions, Inc.'s EIN is 04-3199991.
Download the official 2024 Form 5500 (PDF) for Strategic Risk Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Risk Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDANCE POINT RETIREMENT SERVICES | 45-4118952 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity® Contrafund® K6 Fund Mutual Fund 129,644 shares | Mutual Funds | — | — | $4.0M | 15.7% | |
| Fidelity® 500 Index Fund Mutual Fund 15,244 shares | Common Collective Trusts | — | — | $3.1M | 12.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund 97,302 shares | Mutual Funds | — | — | $2.3M | 9.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund 46,470 shares | Mutual Funds | — | — | $2.0M | 7.8% | |
| – Class X Vanguard Small-Cap Index Fund s | Common Collective Trusts | — | — | $1.9M | 7.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund 75,927 shares | Mutual Funds | — | — | $1.4M | 5.5% | |
| Vanguard Total International Stock Index Mutual Fund 41,817 shares | Mutual Funds | — | — | $1.3M | 5.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund 4,031 shares | Common Collective Trusts | — | — | $1.3M | 5.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund 42,675 shares | Mutual Funds | — | — | $1.3M | 4.9% | |
| Admiral Shares Vanguard Windsor™ II Fund Admiral Shares Mutual Fund 13,439 shares | Mutual Funds | — | — | $1.1M | 4.1% | |
| Institutional Class * Fidelity® U.S. Bond Index Fund Mutual Fund 98,489 shares | Common Collective Trusts | — | — | $1.0M | 3.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund 13,659 shares ** $ | Mutual Funds | — | — | $760K | 3.0% | |
| Fidelity® Government Money Market K6 Fund Money Market Mutual Fund | Mutual Funds | — | — | $756K | 2.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund 21,983 shares | Mutual Funds | — | — | $582K | 2.3% | |
| Dodge & Cox International Stock Fund Mutual Fund 11,041 shares | Mutual Funds | — | — | $551K | 2.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund 13,788 shares | Mutual Funds | — | — | $522K | 2.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund 10,162 shares | Mutual Funds | — | — | $506K | 2.0% | |
| Fund Admiral Shares Vanguard Target Retirement 2060 Fund Mutual Fund 9,833 shares | Mutual Funds | — | — | $504K | 2.0% | |
| Dodge & Cox Income Fund – Class X Mutual Fund 30,330 shares | Mutual Funds | — | — | $376K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund 4,766 shares | Mutual Funds | — | — | $160K | 0.6% | |
| DFA Real Estate Securities Portfolio – Mutual Fund 2,298 shares | Mutual Funds | — | — | $92K | 0.4% | |
| Fund Admiral Shares Vanguard Target Retirement Income Fund Mutual Fund 5,175 shares | Mutual Funds | — | — | $68K | 0.3% | |
| Participant Loans Participant loans with maturities | Participant loans | — | — | $37K | 0.1% | |
| Fidelity BrokerageLink® Self directed | Self-Directed Brokerage | — | — | $25K | <0.1% | |
| Vanguard Inflation-Protected Securities Mutual Fund 223 shares | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
