ANN Gineo signed The Segal Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Segal Group, Inc.'s EIN is 06-0839113.
Download the official 2024 Form 5500 (PDF) for The Segal Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Segal Group, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT/AUDITOR | $22K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $158.3M | 26.8% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $66.3M | 11.2% | |
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $57.4M | 9.7% | |
| Voya Stable Value Fund | Stable Value | — | — | $46.6M | 7.9% | |
| SEPARATE ACCOUNT NO. 734 VOYA FINANCIAL · EIN 71-0294708 / PN 007 | Pooled Separate Account | — | — | $46.6M | 7.9% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $41.8M | 7.1% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $37.3M | 6.3% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $20.8M | 3.5% | |
| Baron Asset Fund | Other securities | — | — | $20.5M | 3.5% | |
| SS S&P MD CP IDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $19.3M | 3.3% | |
| Fidelity Diversified International K6 | Mutual Funds | — | — | $18.4M | 3.1% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $17.5M | 3.0% | |
| SS RSL SM CAP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $13.6M | 2.3% | |
| TRP Mid Cap Value I | Other securities | — | — | $12.6M | 2.1% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $11.0M | 1.9% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $10.0M | 1.7% | |
| CONESTOGA SM CAP TR COMERICA BANK & TRUST · EIN 82-6178890 / PN 001 | Common Collective Trust | — | — | $8.8M | 1.5% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $8.6M | 1.5% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $6.3M | 1.1% | |
| Pimco Long-Term U.S. Government Fund | Mutual Funds | — | — | $5.2M | 0.9% | |
| RBC EMRG MKTS EQ I | Other securities | — | — | $3.5M | 0.6% | |
| Participant loans | Participant loans | — | — | $3.4M | 0.6% | |
| TRP Large Cap Value II | Other securities | — | — | $2.2M | 0.4% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $477K | <0.1% | |
| SS RSL SM CAP IDX II STATE STREET BANK & TRUST CO. · EIN 90-0337987 / PN 106 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
