Kelley FOY signed Salt & Straw LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salt & Straw LLC's EIN is 04-7566226.
Download the official 2024 Form 5500 (PDF) for Salt & Straw LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salt & Straw LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
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 American Funds Trgt Dte Rtm 2065 R6 | Mutual Funds | — | — | $708K | 25.3% | |
| American Funds American Funds Trgt Dte Rtm 2060 R6 | Mutual Funds | — | — | $471K | 16.8% | |
| American Funds American Funds Trgt Dte Rtm 2050 R6 | Mutual Funds | — | — | $437K | 15.6% | |
| American Funds American Funds Trgt Dte Rtm 2055 R6 | Mutual Funds | — | — | $336K | 12.0% | |
| American Funds American Funds Trgt Dte Rtm 2045 R6 | Mutual Funds | — | — | $225K | 8.0% | |
| American Funds American Funds Trgt Dte Rtm 2040 R6 | Mutual Funds | — | — | $152K | 5.4% | |
| Fidelity Investments Fidelity Large Cap Gr Index | Mutual Funds | — | — | $97K | 3.5% | |
| American Funds American Funds Trgt Dte Rtm 2030 R6 973 American Funds American Funds Trgt Dte Rtm 2035 R6 | Mutual Funds | — | — | $86K | 3.1% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $68K | 2.4% | |
| American Funds American Funds Trgt Dte Rtm 2010 R6 | Mutual Funds | — | — | $45K | 1.6% | |
| Fidelity Investments Fidelity Large Cap Val Index | Mutual Funds | — | — | $39K | 1.4% | |
| Fidelity Investments Fidelity Mid Cp Index | Mutual Funds | — | — | $25K | 0.9% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $24K | 0.9% | |
| Calvert Funds Calvert Us Lc Cr Rsp Idx R6 | Common Collective Trusts | — | — | $24K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $18K | 0.6% | |
| American Funds American Funds Trgt Dte Rtm 2070 R6 | Mutual Funds | — | — | $14K | 0.5% | |
| Fidelity Investments Fidelity Advisor Intrnl Gr Z | Mutual Funds | — | — | $14K | 0.5% | |
| maturing through 2029, and collateralized by participants' vested account balance | Other securities | — | — | $6K | 0.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4K | 0.1% | |
| PIMCO Funds PIMCO Income Institutional | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Us Bond Index | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
