Laura Glynn signed SGI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SGI, Inc.'s EIN is 22-2365834.
Download the official 2024 Form 5500 (PDF) for SGI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SGI, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX - | Common Collective Trusts | — | — | $2.1M | 14.1% | |
| Fidelity FID FDM IDX 2050 IPR - | Common Collective Trusts | — | — | $1.4M | 9.3% | |
| Fidelity FID MID CAP IDX - | Common Collective Trusts | — | — | $1.2M | 7.8% | |
| AllianceBernstein AB LG CAP GRTH Z - | Other securities | — | — | $1.0M | 6.7% | |
| Dimensional Fund Advisors DFA US TARGET VAL I - | Mutual Funds | — | — | $936K | 6.1% | |
| Janus Henderson J H ENTERPRISE N - | Mutual Funds | — | — | $760K | 5.0% | |
| Fidelity FID US BOND IDX - | Common Collective Trusts | — | — | $684K | 4.5% | |
| Fidelity FID FDM IDX 2055 IPR - | Common Collective Trusts | — | — | $675K | 4.4% | |
| Vanguard VANG WINDSOR ADM - | Mutual Funds | — | — | $657K | 4.3% | |
| Fidelity FID FDM IDX 2030 IPR - | Common Collective Trusts | — | — | $598K | 3.9% | |
| Fidelity FID INTL INDEX - | Mutual Funds | — | — | $587K | 3.9% | |
| Fidelity FID FDM IDX INC IPR - | Common Collective Trusts | — | — | $494K | 3.2% | |
| Fidelity FID FDM IDX 2040 IPR - | Common Collective Trusts | — | — | $491K | 3.2% | |
| Franklin Templeton Investments FKLN SM CAP GRTH R6 - | Mutual Funds | — | — | $424K | 2.8% | |
| Amercian Funds AF NEW WORLD R6 - | Other securities | — | — | $407K | 2.7% | |
| Victory capital VICTORY S EST VAL R6 - | Other securities | — | — | $338K | 2.2% | |
| Fidelity FID FDM IDX 2020 IPR - | Common Collective Trusts | — | — | $308K | 2.0% | |
| Fidelity FID SM CAP IDX - | Common Collective Trusts | — | — | $235K | 1.5% | |
| Janus Henderson J H GLB TECH INNV N - | Mutual Funds | — | — | $211K | 1.4% | |
| MFS INTL GROWTH R6 - | Mutual Funds | — | — | $205K | 1.3% | |
| Fidelity FID FDM IDX 2045 IPR - | Common Collective Trusts | — | — | $197K | 1.3% | |
| Fidelity FID GOVT MMKT K6 - | Mutual Funds | — | — | $195K | 1.3% | |
| Participant Loans Interest Rates (4.25% to 9.50%) - | Bonds / Notes | — | — | $181K | 1.2% | |
| Fidelity FID FDM IDX 2060 IPR - | Common Collective Trusts | — | — | $134K | 0.9% | |
| Fidelity FID FDM IDX 2035 IPR - | Common Collective Trusts | — | — | $131K | 0.9% | |
| Fidelity FID CAPITAL & INCOME - | Mutual Funds | — | — | $127K | 0.8% | |
| Fidelity FID FDM IDX 2010 IPR - | Common Collective Trusts | — | — | $124K | 0.8% | |
| VanEck VE INTL INV GOLD I - | Other securities | — | — | $113K | 0.7% | |
| Hartford HTFD TOT RET BOND R6 - | U.S. Treasuries | — | — | $76K | 0.5% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $65K | 0.4% | |
| Fidelity FID FDM IDX 2065 IPR - | Common Collective Trusts | — | — | $52K | 0.3% | |
| Fidelity FID FDM IDX 2025 IPR - | Common Collective Trusts | — | — | $43K | 0.3% | |
| DWS R REAL ESTATE R6 - | Other securities | — | — | $19K | 0.1% | |
| Fidelity FID FDM IDX 2015 IPR - | Common Collective Trusts | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
