Jeffrey Daniel signed Solution Design Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solution Design Group, Inc.'s EIN is 41-1652650.
Download the official 2024 Form 5500 (PDF) for Solution Design Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solution Design Group, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Solution Design Group, Inc. | Common Stocks | — | — | $19.7M | 93.3% | |
| United States Treasury Bills | U.S. Treasuries | — | — | $375K | 1.8% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $77K | 0.4% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $74K | 0.4% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $40K | 0.2% | |
| Principal International Equity Index Fund | Common Collective Trusts | — | — | $37K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $18K | <0.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| Charles Schwab Account | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $13K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $13K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Sahres | Common Collective Trusts | — | — | $12K | <0.1% | |
| NVIDIA Corp Stock | Common Stocks | — | — | $10K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $8K | <0.1% | |
| TIAA-Cref Mid-Cap Growth Fund Institutional Class | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
