Abigail Markland signed Sagitec Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sagitec Solutions, LLC's EIN is 20-0970684.
Download the official 2024 Form 5500 (PDF) for Sagitec Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sagitec Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $207K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LargeCap S&P 500 Index R5 Fund+ Mutual Funds | Common Collective Trusts | — | — | $7.4M | 13.1% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.0M | 12.4% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.4M | 11.3% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.0M | 10.6% | |
| LargeCap Growth I R6 Fund Mutual Funds | Other securities | — | — | $4.9M | 8.7% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.4M | 6.0% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.2M | 5.7% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.4M | 4.3% | |
| Prin Fixed Inc Guar Option Guaranteed Invest Contract | Common Stocks | — | — | $2.3M | 4.1% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| Capital Appreciation R5 Fund+ Mutual Funds | Other securities | — | — | $1.8M | 3.3% | |
| MidCap S&P 400 Index R6 Fund+ Mutual Funds | Other securities | — | — | $1.1M | 2.0% | |
| Invesco Divers Dividend R Fund Mutual Funds | Mutual Funds | — | — | $937K | 1.7% | |
| SmallCap S&P 600 Index R6 Fund+ Mutual Funds | Other securities | — | — | $927K | 1.6% | |
| Intl Equity Index R6 Fund+ Mutual Funds | Common Collective Trusts | — | — | $857K | 1.5% | |
| PGIM Ttl Ret Bond R4 Fd Mutual Funds | U.S. Treasuries | — | — | $710K | 1.3% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $698K | 1.2% | |
| MidCap Growth R5 Fund+ Mutual Funds | Other securities | — | — | $632K | 1.1% | |
| SmallCap Growth I R6 Fund+ Mutual Funds | Other securities | — | — | $576K | 1.0% | |
| American Funds New World R4 Fund Mutual Funds | Mutual Funds | — | — | $549K | 1.0% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $525K | 0.9% | |
| Victory Sycamore Est Val R Fd Mutual Funds | Other securities | — | — | $432K | 0.8% | |
| Inv Oppenheim Intl Grw R Fd Mutual Funds | Other securities | — | — | $431K | 0.8% | |
| Bond Market Index R5 Fund+ Mutual Funds | Other securities | — | — | $400K | 0.7% | |
| SmallCap Value II R6 Fund+ Mutual Funds | Other securities | — | — | $260K | 0.5% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $205K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $199K | 0.4% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $115K | 0.2% | |
| PRIN LIFETIME HY 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $15K | <0.1% | |
| (E) | Other securities | — | — | $15K | <0.1% | |
| (E) | Other securities | — | — | $13K | <0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% |
