Brian Caffrey signed Senior Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Senior Management, Inc.'s EIN is 20-1105150.
Download the official 2024 Form 5500 (PDF) for Senior Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Senior Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | Mutual Funds | — | — | $844K | 20.6% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Mutual Funds | — | — | $547K | 13.3% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Mutual Funds | — | — | $486K | 11.9% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Mutual Funds | — | — | $417K | 10.2% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | Other securities | — | — | $377K | 9.2% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Mutual Funds | — | — | $179K | 4.4% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Mutual Funds | — | — | $154K | 3.8% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $128K | 3.1% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | Mutual Funds | — | — | $108K | 2.6% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $107K | 2.6% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $105K | 2.6% | |
| Harbor Capital Appreciation Ret Harbor 0 | Other securities | — | — | $82K | 2.0% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | Mutual Funds | — | — | $57K | 1.4% | |
| BlackRock Total Return K BlackRock 0 | Other securities | — | — | $57K | 1.4% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | Other securities | — | — | $53K | 1.3% | |
| Vanguard Global Equity Inv Vanguard 0 | Mutual Funds | — | — | $51K | 1.2% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | Mutual Funds | — | — | $49K | 1.2% | |
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $48K | 1.2% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $30K | 0.7% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Mutual Funds | — | — | $30K | 0.7% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | Other securities | — | — | $30K | 0.7% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $29K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $23K | 0.6% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $14K | 0.3% | |
| Vanguard Windsor II Adm Vanguard 0 | Mutual Funds | — | — | $14K | 0.3% | |
| State Street Emerging Mkt Ind SL II State Street 0 250 Franklin Growth R6 Franklin 0 | Mutual Funds | — | — | $13K | 0.3% | |
| BlackRock High Yield Portfolio K BlackRock 0 | Other securities | — | — | $11K | 0.3% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $11K | 0.3% | |
| Allspring Emerging Markets Equity R6 Allspring 0 248 American Funds Trgt Date Ret 2010 R6 American Funds 0 | Mutual Funds | — | — | $10K | 0.2% | |
| Contribution Account MG Trust Company 0 | Common Stocks | — | — | $10K | 0.2% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | Mutual Funds | — | — | $9K | 0.2% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $7K | 0.2% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $4K | <0.1% | |
| DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244 | Common Collective Trust | — | — | $1K | <0.1% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $250 | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
