Andrew Kupstas signed SDL Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SDL Inc.'s EIN is 04-3457981.
Download the official 2023 Form 5500 (PDF) for SDL Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SDL Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Adm | Common Collective Trusts | — | — | $8.6M | 14.7% | |
| American Funds Growth Fund R6 | Mutual Funds | — | — | $6.7M | 11.5% | |
| American Funds Wash Mutual Inv R6 | Mutual Funds | — | — | $3.7M | 6.4% | |
| Vanguard Target Retire 2030 Fund | Mutual Funds | — | — | $3.4M | 5.9% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $2.8M | 4.8% | |
| Invesco Equity & Income Fund R6 | Mutual Funds | — | — | $2.3M | 4.0% | |
| Vanguard Target Retire 2045 Fund | Mutual Funds | — | — | $2.3M | 3.9% | |
| Vanguard Target Retire 2025 Fund | Mutual Funds | — | — | $2.2M | 3.8% | |
| Voya Fixed Account | Other securities | — | — | $2.1M | 3.6% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $2.0M | 3.5% | |
| Vanguard Total Int Stock Index Fund Adm | Common Collective Trusts | — | — | $2.0M | 3.4% | |
| Vanguard Mid Cap Index Fund Adm | Common Collective Trusts | — | — | $1.9M | 3.2% | |
| Vanguard Target Retire 2040 Fund | Mutual Funds | — | — | $1.7M | 2.8% | |
| Vanguard Target Retire 2035 Fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $1.6M | 2.7% | |
| Victory Sycamor Established Value Fund | Other securities | — | — | $1.5M | 2.6% | |
| American Funds Fundamental Inv R6 | Mutual Funds | — | — | $1.5M | 2.5% | |
| Vanguard Target Retire 2055 Fund | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard Total Bond Market Ind Fund Adm | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard Target Retire Inc Fund | Mutual Funds | — | — | $989K | 1.7% | |
| Vanguard Target Retire 2050 Fund | Mutual Funds | — | — | $894K | 1.5% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $822K | 1.4% | |
| PIMCO Real Return Fund Inst | Mutual Funds | — | — | $821K | 1.4% | |
| Neuberger Berman Mid Cap Growth Fund R6 | Other securities | — | — | $710K | 1.2% | |
| DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $628K | 1.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $465K | 0.8% | |
| Vanguard Small Cap Index Fund Adm | Common Collective Trusts | — | — | $424K | 0.7% | |
| Vanguard Target Retire 2060 Fund | Mutual Funds | — | — | $366K | 0.6% | |
| DFA U.S. Small Cap Portfolio Inst | Mutual Funds | — | — | $357K | 0.6% | |
| ClrBrg Small Cap Growth Fund IS | Other securities | — | — | $356K | 0.6% | |
| Participant Loans | Participant loans | — | — | $314K | 0.5% | |
| VOYA LIFETIME INC PROTECTION 2035 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 059 | Common Collective Trust | — | — | $197K | 0.3% | |
| DFA U.S. Targeted Value Port Inst | Mutual Funds | — | — | $187K | 0.3% | |
| AB Global Bond Fund Z | Other securities | — | — | $176K | 0.3% | |
| Vanguard Target Retire 2020 Fund | Mutual Funds | — | — | $120K | 0.2% | |
| Vanguard Target Retire 2065 Fund | Mutual Funds | — | — | $52K | <0.1% | |
| Voya Gov Money Market Fund A | Cash / Money Market | — | — | $34K | <0.1% | |
| VOYA LIFETIME INC PROTECTION 2050 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 059 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT |
| 36-4317381 |
| — |
| SERVICE PROVIDER |
| — |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
