Tracie Lowrance Richards signed Arvin Sango, Inc. and Subsidiaries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arvin Sango, Inc. and Subsidiaries' EIN is 35-1705627.
Download the official 2024 Form 5500 (PDF) for Arvin Sango, Inc. and Subsidiaries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arvin Sango, Inc. and Subsidiaries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MassMutual *Fixed Interest Fund 3.05% | Guaranteed Income / GIC | — | — | $16.8M | 19.0% | |
| VANGUARD INSTITUTIONAL INDEX I VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $31K | $9.9M | 11.2% | |
| Vanguard Target Retirement 2030 Fund 189,561 shares | Mutual Funds | — | $190K | $7.2M | 8.1% | |
| Vanguard Target Retirement 2040 Fund 164,389 shares | Mutual Funds | — | $164K | $7.1M | 8.0% | |
| T. Rowe Price Blue Chip Growth Fund 35,424 shares | Other securities | — | $35K | $6.6M | 7.5% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | $28K | $5.1M | 5.8% | |
| Vanguard Target Retirement 2050 Fund 97,518 shares | Mutual Funds | — | $98K | $4.9M | 5.5% | |
| BOSTON PARTNERS LARGE CAP VALUE EQU BOSTON PARTNERS INVESTMENT FUNDS · EIN 61-1603964 / PN 000 | Common Collective Trust | — | $106K | $4.4M | 4.9% | |
| Vanguard Target Retirement 2055 Fund 68,146 shares | Mutual Funds | — | $68K | $3.8M | 4.3% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $11K | $3.1M | 3.4% | |
| Vanguard Target Retirement 2035 Fund 118,204 shares | Mutual Funds | — | $118K | $2.8M | 3.2% | |
| Vanguard Target Retirement 2045 Fund 80,682 shares | Mutual Funds | — | $81K | $2.4M | 2.7% | |
| Artisan International Fund Institutional Class 72,969 shares | Mutual Funds | — | $73K | $2.0M | 2.2% | |
| Maturing January 2025 to September 2034 | Other securities | — | — | $1.9M | 2.2% | |
| AB US SMALL AND MID CAP VAL W SERIE GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | $88K | $1.9M | 2.1% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $12K | $1.4M | 1.6% | |
| Vanguard Target Retirement 2025 Fund 73,784 shares | Mutual Funds | — | $74K | $1.4M | 1.6% | |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $3K | $1.4M | 1.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $9K | $1.2M | 1.4% | |
| NORTHERN MID CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $2K | $1.0M | 1.1% | |
| Vanguard Target Retirement Income Fund 51,913 shares | Mutual Funds | — | $52K | $680K | 0.8% | |
| Vanguard Target Retirement 2065 Fund 18,178 shares | Mutual Funds | — | $18K | $611K | 0.7% | |
| Vanguard Target Retirement 2060 Fund 11,130 shares | Mutual Funds | — | $11K | $570K | 0.6% | |
| Vanguard Target Retirement 2020 Fund 9,177 shares | Mutual Funds | — | $9K | $243K | 0.3% | |
| Vanguard Target Retirement 2070 Fund 8,461 shares | Mutual Funds | — | $8K | $226K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
