James Jaros signed SSOE, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SSOE, Inc.'s EIN is 34-1045421.
Download the official 2024 Form 5500 (PDF) for SSOE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SSOE, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $122K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $22.0M | 7.7% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $20.8M | 7.3% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.9M | 6.6% | |
| T. Rowe T. Rowe Price Institutional Large Cap Grth Fund; Inst'l Cl | Other securities | — | — | $16.4M | 5.8% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $15.1M | 5.3% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $13.4M | 4.7% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $12.6M | 4.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $11.6M | 4.1% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr | Common Collective Trusts | — | — | $11.3M | 4.0% | |
| Dodge & Cox Dodge & Cox Stock Fund; Class X | Mutual Funds | — | — | $10.0M | 3.5% | |
| Vanguard Total Bond Market Index Fund; Inst'l Shr | Common Collective Trusts | — | — | $9.4M | 3.3% | |
| JP Morgan JPMorgan US Equity Fund; Class R6 | Other securities | — | — | $7.2M | 2.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $6.6M | 2.3% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.6M | 2.3% | |
| Dodge & Cox Dodge & Cox International Stock Fund; Class X | Mutual Funds | — | — | $6.1M | 2.1% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.1M | 2.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $5.7M | 2.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.7M | 2.0% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.5M | 1.9% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $5.2M | 1.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.0M | 1.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $5.0M | 1.7% | |
| PIMCO Diversified Income Fund; Institutional Class | Mutual Funds | — | — | $4.4M | 1.5% | |
| Metropolitan West Metropolitan West Total Return Bond Fund: Class I Shares | Other securities | — | — | $3.2M | 1.1% | |
| Capital Group American Funds New Perspective Fund; Class R-6 | Mutual Funds | — | — | $3.0M | 1.0% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.0% | |
| Vanguard Cohen & Steers Real Estate Securities Fund; Class Z | Mutual Funds | — | — | $2.6M | 0.9% | |
| Vanguard Short-Term Federal Fund Admiral Shares | Mutual Funds | — | — | $2.2M | 0.8% | |
| Capital Group American Century Small Cap Value Fund; R6 Class | Common Stocks | — | — | $2.1M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares | Mutual Funds | — | — | $2.1M | 0.7% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $1.3M | 0.4% | |
| JP Morgan JPMorgan High Yield Fund; Class R6 | Other securities | — | — | $1.1M | 0.4% | |
| Blackrock Mid-Cap Growth Equity Portfolio; Class K | Other securities | — | — | $520K | 0.2% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $135K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $66K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $120K |
| — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $13K | — |
