Andrea Franceschini signed Sofidel America Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sofidel America Corp.'s EIN is 37-1700146.
Download the official 2024 Form 5500 (PDF) for Sofidel America Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sofidel America Corp.'s 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 | $251K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund VTTHX 339,100 shares | Mutual Funds | — | $8.0M | $8.1M | 12.9% | |
| Vanguard Target Retirement 2040 Fund VFORX 173,071 shares | Mutual Funds | — | $7.2M | $7.5M | 11.8% | |
| Vanguard Target Retirement 2050 Fund VFIFX 107,383 shares | Mutual Funds | — | $5.2M | $5.4M | 8.5% | |
| Vanguard Target Retirement 2045 Fund VTIVX 166,121 shares | Mutual Funds | — | $4.9M | $4.9M | 7.8% | |
| Vanguard Target Retirement 2030 Fund VTHRX 127,912 shares | Mutual Funds | — | $5.0M | $4.8M | 7.7% | |
| Vanguard 500 Index Admiral VFIAX 7,473 shares | Common Collective Trusts | — | $2.9M | $4.1M | 6.4% | |
| Vanguard Target Retirement 2055 Fund VFFVX 68,417 shares | Mutual Funds | — | $3.8M | $3.8M | 6.0% | |
| Vanguard Target Retirement 2025 Fund VTTVX 187,368 shares | Mutual Funds | — | $3.7M | $3.5M | 5.5% | |
| Vanguard Target Retirement 2060 Fund VTTSX 61,141 shares | Mutual Funds | — | $3.1M | $3.1M | 5.0% | |
| Vanguard Total Intl Stock Index Fund Admiral VTIAX 69,810 shares | Common Collective Trusts | — | $2.1M | $2.2M | 3.5% | |
| Money Market Accounts 29 Vanguard Federal Money Market Fund VMFXX 1,913,186 shares | Mutual Funds | — | $1.9M | $1.9M | 3.0% | |
| Maturities from 2025 to 2037; Collateralized by participant account balances | Other securities | — | — | $1.8M | 2.8% | |
| JPMorgan LARGE CAP GROWTH R6 JLGMX 19,249 shares | Other securities | — | $1.3M | $1.6M | 2.6% | |
| Vanguard Small Cap Index Fund Admiral VSMAX 9,469 shares | Common Collective Trusts | — | $922K | $1.1M | 1.7% | |
| Vanguard Mid Cap Index Fund Admiral VIMAX 2,998 shares | Common Collective Trusts | — | $759K | $980K | 1.6% | |
| Vanguard Total Bond Market Index Admiral VBTLX 101,155 shares | Mutual Funds | — | $985K | $959K | 1.5% | |
| Vanguard Target Retirement 2065 Fund VLXVX 26,381 shares | Mutual Funds | — | $884K | $887K | 1.4% | |
| Vanguard Windsor II Fund - Admiral VWNAX 10,068 shares | Mutual Funds | — | $734K | $791K | 1.3% | |
| Dodge & Cox Income - X DOXIX 61,144 shares | Mutual Funds | — | $789K | $758K | 1.2% | |
| s 1 Vanguard Target Retirement Income Fund VTINX 55,842 shares | Mutual Funds | — | $723K | $732K | 1.2% | |
| Pimco Income INSTLl PIMIX 67,685 shares | Mutual Funds | — | $723K | $712K | 1.1% | |
| Vanguard Small Cap Growth Index Admiral VSGAX 6,241 shares | Mutual Funds | — | $491K | $614K | 1.0% | |
| Dodge & Cox International Stock Fund X DOXFX 12,287 shares | Mutual Funds | — | $653K | $613K | 1.0% | |
| Vanguard Short Term Bond Index ADM VBIRX 60,351 shares | Mutual Funds | — | $612K | $611K | 1.0% | |
| Vanguard Target Retirement 2020 Fund VTWNX 22,917 shares | Mutual Funds | — | $656K | $607K | 1.0% | |
| 18 MFS Mid Cap Growth Fund R6 OTCKX 13,251 shares | Mutual Funds | — | $359K | $416K | 0.7% | |
| Vanguard Selected Value Fund VASVX 6,637 shares | Mutual Funds | — | $189K | $180K | 0.3% | |
| Royce Small Cap Total Return Fund Institutional RTRIX 23,465 shares | Other securities | — | $186K | $174K | 0.3% | |
| JPMorgan Equity Income R6 OIEJX 6,658 shares | Other securities | — | $169K | $159K | 0.3% | |
| Vanguard Target Retirement 2070 Fund VSVNX 2,398 shares | Mutual Funds | — | $65K | $64K | 0.1% | |
| Empower Forfeitures / Asset Holding Account | Other securities | — | $48K | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
