Larry D. NOE signed Saver Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saver Group, Inc.'s EIN is 31-1532482.
Download the official 2024 Form 5500 (PDF) for Saver Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saver Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORD KEEPER | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $7.7M | 97.0% | |
| Fidelity 500 Index Institutional Premium Pooled separate accounts | Pooled Separate Accounts | — | — | $2.3M | 29.0% | |
| Ishares US Aggregate Bond Index K Pooled separate accounts | Pooled Separate Accounts | — | — | $1.6M | 19.9% | |
| Columbia Trust Stable Governmental-0 FD Pooled separate accounts | Pooled Separate Accounts | — | — | $1.6M | 19.7% | |
| Vanguard International Growth Admiral Pooled separate accounts | Pooled Separate Accounts | — | — | $643K | 8.1% | |
| Ishares Msci Total International Index K Pooled separate accounts | Pooled Separate Accounts | — | — | $625K | 7.9% | |
| Terms of 1 - 5 years, interest rates ranging from * Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $302K | 3.8% | |
| Vanguard Small Cap Growth Index Admiral Pooled separate accounts | Pooled Separate Accounts | — | — | $150K | 1.9% | |
| Fidelity Large Cap Value Index Instl Premium Pooled separate accounts | Pooled Separate Accounts | — | — | $138K | 1.7% | |
| Vanguard Small Cap Growth Index Admiral Pooled separate accounts | Pooled Separate Accounts | — | — | $110K | 1.4% | |
| Vanguard Target Retirement 2030 Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $82K | 1.0% | |
| Vanguard Target Retirement 2045 Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $78K | 1.0% | |
| Vanguard Target Retirement 2050 Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $67K | 0.8% | |
| Vanguard Target Retirement 2035 Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $56K | 0.7% | |
| Vanguard Target Retirement 2025 Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $46K | 0.6% | |
| Fidelity Large Cap Growth Index Instl Premium Pooled separate accounts | Pooled Separate Accounts | — | — | $35K | 0.4% | |
| Vanguard Mid Cap Growth Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $33K | 0.4% | |
| Vanguard VIF Short Term Invmt Grade Pooled separate accounts | Pooled Separate Accounts | — | — | $31K | 0.4% | |
| Vanguard Target Retirement 2055 Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| Vanguard Target Retirement 2040 Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $26K | 0.3% | |
| Vanguard Target Retirement Income Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $25K | 0.3% | |
| AB GovernmentMoney Market I Pooled separate accounts | Pooled Separate Accounts | — | — | $21K | 0.3% | |
| DFA One-Year Fixed-Income I Pooled separate accounts | Pooled Separate Accounts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
