Nathalie Cedeno signed SGII, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SGII, Inc.'s EIN is 33-0852416.
Download the official 2024 Form 5500 (PDF) for SGII, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SGII, 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 |
|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT PLAN SVCS | 43-1581814 | BALTIMORE, MD | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | RIA | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 I Class | Other securities | — | — | $829K | 14.9% | |
| T. Rowe Price Retirement 2045 I Class | Other securities | — | — | $574K | 10.3% | |
| Vanguard 500 Index Fund Admiral Class | Common Collective Trusts | — | — | $557K | 10.0% | |
| T. Rowe Price Retirement 2055 I Class | Other securities | — | — | $473K | 8.5% | |
| JPMorgan Large Cap Growth R6 Fund | Other securities | — | — | $320K | 5.8% | |
| T. Rowe Price Retirement 2050 I Class | Other securities | — | — | $310K | 5.6% | |
| T. Rowe Price Retirement 2035 I Class | Other securities | — | — | $304K | 5.5% | |
| T. Rowe Price Stable Value Fund Class N | Stable Value | — | — | $297K | 5.3% | |
| T. Rowe Price Retirement 2060 I Class | Other securities | — | — | $276K | 5.0% | |
| T. Rowe Price Retirement 2025 I Class | Other securities | — | — | $235K | 4.2% | |
| T. Rowe Price Retirement 2020 I Class | Other securities | — | — | $222K | 4.0% | |
| T. Rowe Price Retirement 2030 I Class | Other securities | — | — | $215K | 3.9% | |
| Schwab Fundamental US Large Company Index Fund | Common Collective Trusts | — | — | $208K | 3.7% | |
| The Vanguard Group Vanguard Mid Cap Index | Mutual Funds | — | — | $183K | 3.3% | |
| Vanguard Small Cap Index Admiral Class | Mutual Funds | — | — | $172K | 3.1% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $94K | 1.7% | |
| Fidelity Advisor Emerging Markets Discovery Z Fund | Mutual Funds | — | — | $77K | 1.4% | |
| Delaware IVY Small Cap Growth Fund Class N | Other securities | — | — | $65K | 1.2% | |
| TIAA-CREF International Equity Index Fund | Common Collective Trusts | — | — | $32K | 0.6% | |
| Nuveen Funds Nuveen International EQ IDX Instl | Common Collective Trusts | — | — | $32K | 0.6% | |
| Notes receivable from participants Interest rates from 8.00% to 9.50% with | Bonds / Notes | — | — | $27K | 0.5% | |
| Participant Loans through June 2028 | Participant loans | — | — | $27K | 0.5% | |
| T. Rowe Price Retirement 2015 I Class | Other securities | — | — | $18K | 0.3% | |
| T. Rowe Price Retirement 2010 I Class | Other securities | — | — | $18K | 0.3% | |
| T. Rowe Price Retirement 2005 I Class | Other securities | — | — | $18K | 0.3% | |
| T. Rowe Price Retirement 2065 I Class | Other securities | — | — | $5K | <0.1% | |
| BlackRock Investments BlackRock Inflation Protection Bond K | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
