Shirley Horner signed Sabmd LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sabmd LLC's EIN is 05-0569485.
Download the official 2024 Form 5500 (PDF) for Sabmd LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sabmd LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $697 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $791K | 12.6% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $627K | 10.0% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $608K | 9.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $469K | 7.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $469K | 7.5% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $466K | 7.4% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $371K | 5.9% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $345K | 5.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $276K | 4.4% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $266K | 4.2% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $233K | 3.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $178K | 2.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $120K | 1.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $114K | 1.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $108K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $82K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $79K | 1.3% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $67K | 1.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $45K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $44K | 0.7% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $41K | 0.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $34K | 0.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $31K | 0.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $29K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $18K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $16K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $14K | 0.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $5K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $4K | <0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
