Gwedolyn Sykes signed SRC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SRC, Inc.'s EIN is 15-0589832.
Download the official 2024 Form 5500 (PDF) for SRC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SRC, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $21K | — |
| FUSTCHARLES LLP | 16-1226221 | — | NONE | $15K |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA - Traditional Non-Fully Benefit Responsive Annuity Contracts | Mutual Funds | — | — | $33.9M | 9.7% | |
| Vanguard - Institutional Index Fund Mutual fund - 62,649 shares | Common Collective Trusts | — | — | $30.0M | 8.5% | |
| American Funds Washington Mutual - R6 Mutual fund - 445,121 shares | Mutual Funds | — | — | $27.4M | 7.8% | |
| Vanguard - Extended Market Index Inst Fund Mutual fund - 157,442 shares | Mutual Funds | — | — | $22.7M | 6.5% | |
| TIAA - Traditional Fully Benefit Responsive Annuity Contracts | Mutual Funds | — | — | $22.4M | 6.4% | |
| CREF - Stock R2 Fund Mutual fund - 21,805 shares | Mutual Funds | — | — | $19.9M | 5.7% | |
| Vanguard - Total International Stock Index Adm Mutual fund - 119,698 shares | Mutual Funds | — | — | $15.2M | 4.3% | |
| Prudential - Jennison Growth Z Mutual fund - 167,486 shares | Other securities | — | — | $11.6M | 3.3% | |
| TIAA-CREF - Lifecycle Fund 2055 Inst Mutual fund - 650,823 shares | Mutual Funds | — | — | $11.2M | 3.2% | |
| TIAA-CREF - Lifecycle Fund 2030 Inst Mutual fund - 1,070,844 shares | Mutual Funds | — | — | $11.0M | 3.1% | |
| TIAA-CREF - Lifecycle Fund 2045 Inst Mutual fund - 772,750 shares | Mutual Funds | — | — | $10.9M | 3.1% | |
| TIAA-CREF - Lifecycle Fund 2050 Inst Mutual fund - 738,615 shares | Mutual Funds | — | — | $10.8M | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $10.6M | 3.0% | |
| TIAA-CREF - Lifecycle Fund 2035 Inst Mutual fund - 886,072 shares | Mutual Funds | — | — | $9.5M | 2.7% | |
| TIAA-CREF - Lifecycle Fund 2040 Inst Mutual fund - 858,338 shares | Mutual Funds | — | — | $9.4M | 2.7% | |
| American Europac Growth R6 Mutual fund - 164,169 shares | Other securities | — | — | $8.8M | 2.5% | |
| CREF - Stock R4 Fund Mutual fund - 9,067 shares | Mutual Funds | — | — | $8.3M | 2.4% | |
| TIAA-CREF - Lifecycle Fund 2060 Inst Mutual fund - 552,561 shares | Mutual Funds | — | — | $8.3M | 2.4% | |
| TIAA-CREF - Lifecycle Fund 2025 Inst Mutual fund - 828,213 shares | Mutual Funds | — | — | $8.2M | 2.3% | |
| CREF - Growth R2 Fund Mutual fund - 14,784 shares | Mutual Funds | — | — | $7.8M | 2.2% | |
| Vanguard - Total Bond Market Index Fund Mutual fund - 729,202 shares | Common Collective Trusts | — | — | $6.9M | 2.0% | |
| CREF - Social Choice R4 Fund Mutual fund - 15,265 shares | Mutual Funds | — | — | $5.7M | 1.6% | |
| CREF - Equity Index R2 Fund Mutual fund - 10,368 shares | Common Collective Trusts | — | — | $5.3M | 1.5% | |
| MassMutual - Premier SmCap Opp I Mutual fund - 288,992 shares | Other securities | — | — | $5.1M | 1.5% | |
| BlackRock - High Yield Bond Instl Fund Mutual fund - 675,855 shares | Other securities | — | — | $4.8M | 1.4% | |
| CREF - Global Equities R2 Fund Mutual fund - 11,395 shares | Mutual Funds | — | — | $3.9M | 1.1% | |
| Vanguard - Federal Money Market Fund Mutual fund - 3,780,956 shares | Mutual Funds | — | — | $3.8M | 1.1% | |
| Vanguard - Inflation Protect Sec Adm Fund Mutual fund - 360,877 shares | Mutual Funds | — | — | $3.3M | 0.9% | |
| TIAA-CREF - Lifecycle Fund 2020 Inst Mutual fund - 331,603 shares | Mutual Funds | — | — | $3.1M | 0.9% | |
| CREF - Social Choice R2 Fund Mutual fund - 6,711 shares | Mutual Funds | — | — | $2.5M | 0.7% | |
| PIMCO - Total Return Instl Fund Mutual fund - 238,333 shares | Mutual Funds | — | — | $2.0M | 0.6% | |
| maturing through 2034 - | Other securities | — | — | $1.4M | 0.4% | |
| TIAA-CREF - Lifecycle Fund 2015 Inst Mutual fund - 144,395 shares | Mutual Funds | — | — | $1.3M | 0.4% | |
| CREF - Bond Market R2 Fund Mutual fund - 8,815 shares | Mutual Funds | — | — | $1.2M | 0.3% | |
| TIAA-CREF - Lifecycle Fund 2065 Inst Mutual fund - 73,193 shares | Mutual Funds | — | — | $955K | 0.3% | |
| CREF - Money Market R2 Fund Mutual fund - 27,928 shares | Mutual Funds | — | — | $828K | 0.2% | |
| TIAA-CREF - Lifecycle Fund 2010 Inst Mutual fund - 72,381 shares | Mutual Funds | — | — | $719K | 0.2% | |
| CREF - Inflation Linked Bond R2 Fund Mutual fund - 6,308 shares | Mutual Funds | — | — | $532K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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