Carolyn Penn signed SOME, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SOME, Inc.'s EIN is 23-7098123.
Download the official 2024 Form 5500 (PDF) for SOME, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SOME, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS BlackRock Lifepath Index 2035 K | Mutual Funds | — | $210K | $4.0M | 17.7% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | $115K | $2.6M | 11.4% | |
| BlackRock Lifepath Index Retirement K | Other securities | — | $185K | $2.5M | 11.4% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | $98K | $2.3M | 10.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $4K | $2.0M | 8.9% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | $69K | $1.7M | 7.4% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | $94K | $1.6M | 7.1% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | $41K | $893K | 4.0% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | $43K | $883K | 3.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $6K | $526K | 2.3% | |
| Fidelity U.S. Sustainability Index Instlfitlx | Mutual Funds | — | $17K | $428K | 1.9% | |
| GROUP ANNUITY CONTRACT * Key Guaranteed Portfolio Fund | Common Stocks | — | — | $395K | 1.8% | |
| Vanguard Wellington Adm | Mutual Funds | — | $4K | $265K | 1.2% | |
| Vanguard Mid Cap Value Index Fund - Admiral 760 | Common Collective Trusts | — | — | $248K | 1.1% | |
| Calvert Growth Allocation I | Other securities | — | $7K | $181K | 0.8% | |
| Vanguard Value Index Adm | Mutual Funds | — | $3K | $178K | 0.8% | |
| Dodge & Cox International Stock - I | Mutual Funds | — | $3K | $165K | 0.7% | |
| Vanguard FTSE All-Wld Ex-US Ind Admiral | Mutual Funds | — | $4K | $146K | 0.7% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | $14K | $129K | 0.6% | |
| Vanguard Total Stock Market Index Adm 859 | Common Collective Trusts | — | $1K | $121K | 0.5% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | $1K | $87K | 0.4% | |
| DFA Emerging Markets I | Mutual Funds | — | $3K | $86K | 0.4% | |
| DFA Real Estate Securities I | Mutual Funds | — | $2K | $81K | 0.4% | |
| Vanguard Small Cap Index Adm 655 | Mutual Funds | — | — | $75K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral 860 | Mutual Funds | — | — | $72K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $5K | $43K | 0.2% | |
| Fidelity Advisor Strategic Income Z | Mutual Funds | — | $3K | $40K | 0.2% | |
| BlackRock Lifepath Index 2065 K | Other securities | — | $2K | $36K | 0.2% | |
| DFA International Small Company I | Mutual Funds | — | $2K | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
