Denise Berry signed SVRC Industries Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SVRC Industries Inc.'s EIN is 38-1740297.
Download the official 2024 Form 5500 (PDF) for SVRC Industries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SVRC Industries 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP INC | 27-2037969 | FARGO, ND | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRISTAR TRUST BANK | 38-3563619 | MIDLAND, MI | NONE | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CCG Investment CCG Investments Aggressive Model Portfolio - | Other securities | — | — | $1.1M | 15.2% | |
| CCG Investment CCG Investments Growth Model Portfolio - 80% | Other securities | — | — | $987K | 14.3% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $928K | 13.4% | |
| CCG Investment CCG Investments Income Model Portfolio - 40% | Other securities | — | — | $418K | 6.0% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $325K | 4.7% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $307K | 4.4% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $292K | 4.2% | |
| CCG Investment CCG Investments Balanced Model Portfolio - 60% | Other securities | — | — | $286K | 4.1% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $264K | 3.8% | |
| American Funds American Funds International Gr and Inc R6 633 American Funds The Growth Fund of America | Mutual Funds | — | — | $248K | 3.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $237K | 3.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $210K | 3.0% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $199K | 2.9% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $146K | 2.1% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $124K | 1.8% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $92K | 1.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $86K | 1.2% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $80K | 1.2% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | Mutual Funds | — | — | $72K | 1.0% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $72K | 1.0% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $62K | 0.9% | |
| Principal Funds Principal High Yield Inst Fund | Other securities | — | — | $57K | 0.8% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $55K | 0.8% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $52K | 0.8% | |
| Dimensional Fund Advisors DFA International Small Company I | Mutual Funds | — | — | $50K | 0.7% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $49K | 0.7% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $38K | 0.6% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $38K | 0.5% | |
| PIMCO Funds PIMCO Intr Bd Fd Inst | Mutual Funds | — | — | $29K | 0.4% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $27K | 0.4% | |
| Vanguard Inflation Protected Secs Adm | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $8K | 0.1% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | 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.
