Cassandra Garcia signed Sutherland Global Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sutherland Global Services, Inc.'s EIN is 16-1287080.
Download the official 2024 Form 5500 (PDF) for Sutherland Global Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sutherland Global Services, Inc.'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 | $271K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. |
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 500 IND | Registered Investment Companies | — | — | $16.9M | 16.3% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $8.8M | 8.5% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $7.5M | 7.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.4M | 7.1% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $7.2M | 7.0% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $6.1M | 5.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $5.1M | 4.9% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $4.2M | 4.1% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $4.1M | 3.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $3.3M | 3.2% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $3.2M | 3.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $3.1M | 3.0% | |
| T. ROWE PRICE SMALL-CAP STOCK | Registered Investment Companies | — | — | $2.7M | 2.6% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| PIONEER BOND Y | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.5M | 2.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $2.4M | 2.3% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $2.2M | 2.1% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $1.9M | 1.8% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $1.7M | 1.6% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $1.3M | 1.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $1.2M | 1.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $595K | 0.6% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $560K | 0.5% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $508K | 0.5% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $470K | 0.5% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $349K | 0.3% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $331K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| CONSULTANT |
| $80K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSERO & COMPANY CPAS, | 47-5324570 | — | ACCOUNTANT | $36K | — |
