Robin Collins signed Strategic Delivery Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Delivery Solutions, LLC's EIN is 32-0283085.
Download the official 2024 Form 5500 (PDF) for Strategic Delivery Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Delivery Solutions, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund - Class K6 | Mutual Funds | — | — | $1.5M | 30.9% | |
| Fidelity Freedom 2030 Fund - Class K6 | Mutual Funds | — | — | $1.1M | 22.7% | |
| Fidelity Freedom 2045 Fund - Class K6 | Mutual Funds | — | — | $673K | 14.0% | |
| Fidelity Freedom 2035 Fund - Class K6 | Mutual Funds | — | — | $435K | 9.0% | |
| Fidelity Freedom 2025 Fund - Class K6 | Mutual Funds | — | — | $330K | 6.9% | |
| Fidelity Freedom 2055 Fund - Class K6 | Mutual Funds | — | — | $196K | 4.1% | |
| Fidelity Freedom 2050 Fund - Class K6 | Mutual Funds | — | — | $131K | 2.7% | |
| Fidelity Freedom 2070 Fund - Class K6 | Mutual Funds | — | — | $116K | 2.4% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $72K | 1.5% | |
| Fidelity Government Money Market - Class K6 * 312 Vanguard Information Technology Idx Adm * 67 Participants Notes receivable from participants bearing interest at rates ranging from 4.25 to 9.50 percent - | Common Collective Trusts | — | — | $64K | 1.3% | |
| Fidelity Freedom 2015 Fund - Class K6 | Mutual Funds | — | — | $59K | 1.2% | |
| Fidelity Freedom 2065 Fund - Class K6 | Mutual Funds | — | — | $56K | 1.2% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $46K | 1.0% | |
| Fidelity Freedom 2060 Fund - Class K6 | Mutual Funds | — | — | $40K | 0.8% | |
| Fidelity Government Money Market * 5 Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Fidelity Freedom 2020 Fund - Class K6 | Mutual Funds | — | — | $5K | 0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| DFA US LARGE COMPANY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| DFA US LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| DFA GLOBAL EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
