Laurie Ingle signed SG Administration, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SG Administration, LLC's EIN is 30-0135502.
Download the official 2024 Form 5500 (PDF) for SG Administration, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SG Administration, LLC'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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IF ADVISORS, LLC | 85-0996501 | — | CONSULTANT | $55K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Vang Grth Index Inst Mutual Fund | Other securities | — | — | $19.0M | 16.0% | |
| Vang 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $10.2M | 8.6% | |
| Trp Retirement 2030 Mutual Fund | Other securities | — | — | $9.9M | 8.3% | |
| Trp Retirement 2040 Mutual Fund | Other securities | — | — | $8.9M | 7.5% | |
| Vang Value Idx Adm Mutual Fund | Common Collective Trusts | — | — | $8.7M | 7.3% | |
| Trp Retirement 2050 Mutual Fund | Other securities | — | — | $7.6M | 6.4% | |
| 1St Eagle Overseas I Mutual Fund | Other securities | — | — | $6.7M | 5.7% | |
| Trp Retirement 2060 Mutual Fund | Other securities | — | — | $6.5M | 5.4% | |
| Vang Sm Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $6.1M | 5.2% | |
| Pim Total Rt Inst Mutual Fund | Other securities | — | — | $4.3M | 3.6% | |
| EB MGD GUARANTEED KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $4.1M | 3.5% | |
| Af Cap World G&I R5 Mutual Fund | Other securities | — | — | $4.0M | 3.4% | |
| Vang Mdcpval Idx Adm Mutual Fund | Common Collective Trusts | — | — | $3.9M | 3.2% | |
| Vang Mdcpgr Idx Adm Mutual Fund | Common Collective Trusts | — | — | $3.6M | 3.0% | |
| Van Real Est Idx Adm Mutual Fund | Common Collective Trusts | — | — | $3.2M | 2.7% | |
| Pimco Income Inst Mutual Fund | Mutual Funds | — | — | $2.5M | 2.1% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $2.4M | 2.0% | |
| Dfa Emerg Mkts Val I Mutual Fund | Mutual Funds | — | — | $2.2M | 1.8% | |
| Vang Smcpvl Idx Adm Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| Vang Midcap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| Trp Retirement 2020 Mutual Fund | Other securities | — | — | $1.1M | 0.9% | |
| Vang St Federal Adm Mutual Fund | Other securities | — | — | $892K | 0.8% | |
| Trp Retirement 2010 Mutual Fund | Other securities | — | — | $73K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $43K |
| — |
