Brenda Lange signed Setex, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Setex, Inc.'s EIN is 34-1570556.
Download the official 2024 Form 5500 (PDF) for Setex, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Setex, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date 2040 | Mutual Funds | — | — | $6.9M | 13.1% | |
| American Funds American Funds Target Date 2030 | Mutual Funds | — | — | $6.2M | 11.7% | |
| Fidelity Management Trust C ompany FID LG C P GR IDX | Common Collective Trusts | — | — | $5.7M | 10.9% | |
| American Funds American Funds Target Date 2035 | Mutual Funds | — | — | $5.3M | 10.0% | |
| American Funds American Funds Target Date 2045 | Mutual Funds | — | — | $4.8M | 9.2% | |
| American Funds American Funds Target Date 2055 | Mutual Funds | — | — | $2.6M | 5.0% | |
| American Funds American Funds Target Date 2050 | Mutual Funds | — | — | $2.2M | 4.3% | |
| Fidelity Management Trust C ompany Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 4.0% | |
| American Funds American Funds Target Date 2025 | Mutual Funds | — | — | $2.1M | 3.9% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.8% | |
| Victory Sycamore Victory Sycamore Estb VAL I | Other securities | — | — | $1.6M | 3.1% | |
| American Funds American Funds Target Date 2060 | Mutual Funds | — | — | $1.5M | 2.9% | |
| Fidelity Management Trust C ompany FID Balanced | Mutual Funds | — | — | $1.4M | 2.6% | |
| various maturity dates through December 2032 | Other securities | — | — | $1.0M | 2.0% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.9% | |
| Fidelity Management Trust C ompany FID Intl Discovery | Mutual Funds | — | — | $985K | 1.9% | |
| Loomis Sayles Loomis Small C ap Growth R | Other securities | — | — | $782K | 1.5% | |
| MFS Investment Management MFS Value Fund C lass R3 | Mutual Funds | — | — | $721K | 1.4% | |
| Dodge & C ox Dodge & C ox Income Fund | Mutual Funds | — | — | $717K | 1.4% | |
| Allspring AS SPL SM C P VAL IS | Other securities | — | — | $672K | 1.3% | |
| American Funds American Funds Target Date 2065 | Mutual Funds | — | — | $422K | 0.8% | |
| Fidelity Management Trust C ompany Fidelity Small C ap Index | Mutual Funds | — | — | $370K | 0.7% | |
| American Funds American Funds Target Date 2020 | Mutual Funds | — | — | $249K | 0.5% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $187K | 0.4% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio Institutional | Mutual Funds | — | — | $134K | 0.3% | |
| ohen & Steers Real Estate C &S Real Estate Z | Other securities | — | — | $96K | 0.2% | |
| American Funds American Funds Target Date 2010 | Mutual Funds | — | — | $81K | 0.2% | |
| American Funds American Funds Target Date 2015 | Mutual Funds | — | — | $1K | <0.1% | |
| AC RD 2060 TR I GLOBAL TRUST COMPANY · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| AC RD 2025 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AC RD 2055 TR I GLOBAL TRUST COMPANY · EIN 36-6071399 / PN 843 | Common Collective Trust | — | — | $0 | <0.1% | |
| AC RD 2050 TR I GLOBAL TRUST COMPANY · EIN 02-0476209 / PN 027 | Common Collective Trust | — | — | $0 | <0.1% | |
| AC IN RETIRE TR I GLOBAL TRUST COMPANY · EIN 36-6071399 / PN 987 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | 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.
