Jennifer James signed Sg360's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sg360's EIN is 36-2324752.
Download the official 2024 Form 5500 (PDF) for Sg360 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sg360'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $134K | — |
| FIDUCIENT ADVISORS LLC | — | MINNEAPOLIS, MN | RECORDKEEPER | $34K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $84.1M | 94.6% | |
| Fidelity Freedom In 2035 InstP Registered Investment Company | Mutual Funds | — | — | $13.4M | 15.1% | |
| Fidelity Freedom Index 2025 Inst Fund | Mutual Funds | — | — | $12.3M | 13.8% | |
| Fidelity Freedom Index 2030 Inst Fund | Mutual Funds | — | — | $11.8M | 13.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.6M | 10.8% | |
| Fidelity Freedom Index 2040 Inst Fund | Mutual Funds | — | — | $5.9M | 6.6% | |
| Harbor Trust Company, Inc. Harbor Capital App CIT 5 | Common Collective Trusts | — | — | $4.2M | 4.8% | |
| Voya Retirement Insurance and Annuity Company** Fully benefit-responsive investment contract - Voya Fixed Account | Common Stocks | — | — | $3.9M | 4.4% | |
| Fidelity Freedom Index 2045 Inst Fund | Mutual Funds | — | — | $3.4M | 3.8% | |
| Fidelity Freedom In Inc InstP Registered Investment Company $59 Fidelity Mid Cap Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $3.4M | 3.8% | |
| Fidelity Freedom Index 2050 Inst Fund | Mutual Funds | — | — | $2.9M | 3.3% | |
| Fidelity Freedom Index 2020 Inst Fund | Mutual Funds | — | — | $2.3M | 2.6% | |
| Fidelity Freedom Index 2055 Inst Fund | Mutual Funds | — | — | $1.7M | 1.9% | |
| Great Gray Trust Company, LLC PIMCO RAE US CIT Founders Fund | Common Collective Trusts | — | — | $1.7M | 1.9% | |
| Fidelity Sm Cp Ind Fund | Mutual Funds | — | — | $1.7M | 1.9% | |
| Voya Retirement Insurance and Annuity Company** American Funds EuroPacific R6 | Mutual Funds | — | — | $1.6M | 1.8% | |
| Franklin Sm Cap Growth Fnd R6 | Mutual Funds | — | — | $1.4M | 1.6% | |
| BlackRock Total Return Bond M Common Collective Trust | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| Fidelity Tot Intl Index Fund | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| Fidelity Freedom Index 2060 Inst Fund | Mutual Funds | — | — | $973K | 1.1% | |
| Participants** Participant notes receivable - Interest rates ranging from 3.25 to 8.50 percent - | Other securities | — | — | $927K | 1.0% | |
| Fidelity Freedom In Inc InstP * 59 AmCen Small Cap Value Fund R6 | Mutual Funds | — | — | $628K | 0.7% | |
| Voya Govt Money Market Fund A | Cash / Money Market | — | — | $447K | 0.5% | |
| Fidelity Freedom Index 2065 Inst Fund | Mutual Funds | — | — | $310K | 0.3% | |
| Fidelity Freedom Index 2015 Inst Fund | Mutual Funds | — | — | $124K | 0.1% | |
| Fidelity Freedom Index 2010 Inst Fund | Mutual Funds | — | — | $100K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
