Nathan Schneider signed Sawdey Solution Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sawdey Solution Services, Inc.'s EIN is 31-1765436.
Download the official 2024 Form 5500 (PDF) for Sawdey Solution Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sawdey Solution Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | CINCINNATI, OH | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25.2M | 94.4% | |
| Vanguard Target Retire 2030 Fund | Mutual Funds | — | — | $2.8M | 10.4% | |
| Vanguard Target Retire 2045 Fund | Mutual Funds | — | — | $2.5M | 9.5% | |
| Vanguard Target Retire 2050 Fund | Mutual Funds | — | — | $2.1M | 7.8% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.9M | 7.3% | |
| Vanguard Target Retire 2035 Fund | Mutual Funds | — | — | $1.8M | 6.8% | |
| Vanguard Target Retire 2040 Fund | Mutual Funds | — | — | $1.7M | 6.3% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.6M | 6.1% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $1.4M | 5.2% | |
| Vanguard Target Retire Income Fund | Mutual Funds | — | — | $1.3M | 4.8% | |
| Voya Funds Fixed Account | Other securities | — | — | $1.2M | 4.6% | |
| Vanguard Target Retire 2025 Fund | Mutual Funds | — | — | $966K | 3.6% | |
| Voya Funds Government Money Market Fund 663 * Voya Funds Intermediate Bond Fund | Cash / Money Market | — | — | $904K | 3.4% | |
| Vanguard Target Retire 2020 Fund | Mutual Funds | — | — | $722K | 2.7% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $721K | 2.7% | |
| Vanguard Target Retire 2055 Fund | Mutual Funds | — | — | $625K | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $595K | 2.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $576K | 2.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $384K | 1.4% | |
| MFS Mid Cap Growth Fd | Mutual Funds | — | — | $377K | 1.4% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $333K | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund AS | Common Collective Trusts | — | — | $245K | 0.9% | |
| PGIM High Yield Fund | Other securities | — | — | $217K | 0.8% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $174K | 0.7% | |
| Vanguard Target Retire 2065 Fund | Mutual Funds | — | — | $162K | 0.6% | |
| maturing at various dates through October * Participant loans 2029. | Participant loans | — | — | $146K | 0.5% | |
| Inflation-Protected Securities Portfolio DFA Fund | Mutual Funds | — | — | $143K | 0.5% | |
| Franklin Small Cap Value Fnd | Mutual Funds | — | — | $140K | 0.5% | |
| American Century Investments Mid Cap Value Fund | Other securities | — | — | $121K | 0.5% | |
| Vanguard Target Retire 2070 Fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
