SAC Finance, Inc.'s EIN is 35-1968714.
Download the official 2024 Form 5500 (PDF) for SAC Finance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAC Finance, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $20K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $7.7M | 89.4% | |
| Standard Insurance Company Prudential Total Return Bond Z Fund | Common Stocks | — | — | $1.6M | 18.3% | |
| Standard Insurance Company JPMorgan US Equity Fund | Common Stocks | — | — | $1.5M | 17.4% | |
| Standard Insurance Company MFS International Diversification Fund | Mutual Funds | — | — | $1.3M | 14.6% | |
| Standard Insurance Company Alliance Bernstein Large Cap Growth Fund | Common Stocks | — | — | $1.0M | 12.1% | |
| Standard Insurance Company The Standard Stable Asset Fund | Common Stocks | — | — | $805K | 9.4% | |
| Standard Insurance Company Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $773K | 9.0% | |
| Standard Insurance Company TCM Small-Mid Cap Growth Fund | Common Stocks | — | — | $445K | 5.2% | |
| Standard Insurance Company Wells Fargo Special Small Cap | Common Stocks | — | — | $324K | 3.8% | |
| Value - Institutional Fund * Standard Insurance Company Janus Henderson Enterprise Fund Class T | Mutual Funds | — | — | $269K | 3.1% | |
| Standard Insurance Company T. Rowe Price New Horizons Fund | Common Stocks | — | — | $190K | 2.2% | |
| Standard Insurance Company Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $181K | 2.1% | |
| Standard Insurance Company Vanguard Total Stock Market Index Admiral Shares | Common Collective Trusts | — | — | $30K | 0.4% | |
| Standard Insurance Company Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $30K | 0.3% | |
| Standard Insurance Company Wells Fargo Special Small Cap Value Fund | Common Stocks | — | — | $27K | 0.3% | |
| Standard Insurance Company Prudential High Yield Fund | Common Stocks | — | — | $20K | 0.2% | |
| Standard Insurance Company Mirova Global Sustainable Equity Fund | Common Stocks | — | — | $11K | 0.1% | |
| Standard Insurance Company Fidelity Advisor International Small Cap Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Standard Insurance Company Vanguard Energy Index Admiral Shares | Mutual Funds | — | — | $6K | <0.1% | |
| Standard Insurance Company PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $4K |
| — |
