JEAN Chang signed S & B Industry Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S & B Industry Inc.'s EIN is 38-1895876.
Download the official 2024 Form 5500 (PDF) for S & B Industry Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S & B Industry Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 16.6% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $640K | 9.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $568K | 8.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $534K | 8.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $505K | 7.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $445K | 6.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $370K | 5.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $302K | 4.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $262K | 3.9% | |
| AMER BEACON LG CAP VAL - R5 | Registered Investment Companies | — | — | $218K | 3.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $196K | 2.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $179K | 2.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $169K | 2.5% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $151K | 2.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $120K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $118K | 1.8% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $110K | 1.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $92K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $88K | 1.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $82K | 1.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $78K | 1.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $67K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $63K | 0.9% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $53K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $46K | 0.7% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $41K | 0.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $23K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $20K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
