Ronald A. Fedrizzi signed Ssoba Defined Contribution Retirement Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ssoba Defined Contribution Retirement Fund's EIN is 26-0584149.
Download the official 2023 Form 5500 (PDF) for Ssoba Defined Contribution Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ssoba Defined Contribution Retirement Fund's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | HARRISON, NY | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH INC | 47-4814591 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | $161K | $2.9M | 16.9% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | $102K | $2.0M | 11.8% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | $125K | $2.0M | 11.7% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | $71K | $1.5M | 8.8% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | $57K | $1.2M | 7.1% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | $43K | $1.2M | 6.8% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | $53K | $1.1M | 6.7% | |
| Participant Notes receivable with interest | Other securities | — | — | $1.1M | 6.3% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | $75K | $1.1M | 6.3% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | $38K | $701K | 4.1% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | $39K | $502K | 2.9% | |
| Fidelity 500 Index | Mutual Funds | — | $2K | $439K | 2.6% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | $16K | $279K | 1.6% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | $15K | $179K | 1.0% | |
| Transamerica Stable Value Core Account | Mutual Funds | — | $12K | $139K | 0.8% | |
| Calvert Equity R6 | Mutual Funds | — | $1K | $102K | 0.6% | |
| Vanguard Mid Cap Index Adm 246.85 | Mutual Funds | — | — | $78K | 0.5% | |
| Vanguard Equity-Income Adm 449.51 | Mutual Funds | — | — | $43K | 0.2% | |
| Vanguard Small Cap Value Index Admiral 314.26 | Mutual Funds | — | — | $27K | 0.2% | |
| iShares Russell 2000 Small Cap Index K 640.19 | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | $2K | $12K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | $1K | $11K | <0.1% | |
| American Funds New Perspective R6 159.98 | Mutual Funds | — | — | $10K | <0.1% | |
| JHancock Disciplined Value Mid Cap R6 285.12 | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Advisor Focus Emerging Markets Z 225.27 | Mutual Funds | — | — | $7K | <0.1% | |
| DFA Inflation-Protected Securities I 628.54 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard International Growth Adm 114.64 | Mutual Funds | — | — | $5K | <0.1% | |
| Principal Real Estate Securities R6 106.54 | Mutual Funds | — | — | $3K | <0.1% | |
| Money Market TFLIC Stable | Cash / Money Market | — | $3K | $3K | <0.1% | |
| MFS Mid Cap Growth R6 74.28 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEW YORK, NY |
| INVESTMENT ADVISORY-PLAN |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK RETIREMENT GROUP, LLC | 13-3859124 | LEVITTOWN, NY | THIRD PARTY ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN ADVISORS LLC | 22-2428965 | NEW YORK, NY | ACCOUNTANT | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES R. GRISI, LLC | 83-2921602 | WEST BABYLON, NY | LEGAL SERVICES | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIEL H COOK ASSOCIATES | 11-2424843 | NEW YORK, NY | CONTRIBUTIONS PROCESSING | $6K | — |
