Bernadette Maturo signed SDI Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SDI Technologies, Inc.'s EIN is 13-5676428.
Download the official 2024 Form 5500 (PDF) for SDI Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SDI Technologies, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $117 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 Growth Index Fund | Common Collective Trusts | — | — | $13.2M | 37.9% | |
| Empower Guaranteed Interest Account | Other securities | — | — | $4.1M | 11.7% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $3.0M | 8.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 7.7% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $2.2M | 6.3% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $2.0M | 5.7% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $1.3M | 3.9% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $1.2M | 3.3% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $1.0M | 2.9% | |
| Vanguard Small Cap Growth Index Fnd | Mutual Funds | — | — | $973K | 2.8% | |
| Vanguard Interm-Term Bond Index Fnd | Mutual Funds | — | — | $729K | 2.1% | |
| Victory Sycamore Sm Co Oppty Fund | Common Stocks | — | — | $624K | 1.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $505K | 1.4% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $472K | 1.4% | |
| Participant Loans Rates Range From 4.25% To 9.00% | Bonds / Notes | — | — | $238K | 0.7% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $133K | 0.4% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $127K | 0.4% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $120K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $107K | 0.3% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $45K | 0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $40K | 0.1% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $30K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $18K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $15K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | 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.
| — |
| SANTA BARBARA, CA |
| BROKER/ADVISER |
| $0 |
| — |
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | BROKER/ADVISER | $0 | — |
