Core Security SDI Corporation's EIN is 04-3319378.
Download the official 2024 Form 5500 (PDF) for Core Security SDI Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Core Security SDI Corporation'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 |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | TPA | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.8M | 83.7% | |
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $2.4M | 18.9% | |
| LARGE CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.5M | 11.4% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $1.4M | 10.9% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $948K | 7.3% | |
| JPMorgan U.S. Equity Fund " | Other securities | — | — | $729K | 5.6% | |
| Vanguard Mid-Cap Index Fund " | Common Collective Trusts | — | — | $716K | 5.5% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $699K | 5.4% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $692K | 5.4% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $679K | 5.3% | |
| Vanguard Small-Cap Index Fund " | Common Collective Trusts | — | — | $472K | 3.6% | |
| Neuberger Berman Mid Cap Growth Fund " | Other securities | — | — | $367K | 2.8% | |
| BlackRock 60/40 Target Allocation K Fund " | Other securities | — | — | $364K | 2.8% | |
| MID CAP VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $289K | 2.2% | |
| Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $264K | 2.0% | |
| INTERNATIONAL GROWTH FND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $214K | 1.7% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $154K | 1.2% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $141K | 1.1% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $127K | 1.0% | |
| American Funds New World Fund " | Mutual Funds | — | — | $115K | 0.9% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $104K | 0.8% | |
| JPMorgan Equity Income Fund " | Other securities | — | — | $93K | 0.7% | |
| Macquarie Small Cap Growth Fund " | Other securities | — | — | $72K | 0.6% | |
| DFA Real Estate Securities Portfolio Fund " | Mutual Funds | — | — | $50K | 0.4% | |
| Voya Intermediate Bond Fund " | Other securities | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $41K | 0.3% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2070 Fund " | Mutual Funds | — | — | $27K | 0.2% | |
| Voya Government Money Market Fund Pooled separate account | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| Franklin Small Cap Value Fund " | Mutual Funds | — | — | $7K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Fund " | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| AB Global Bond Fund " | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
