Systems Unlimited, Inc.'s EIN is 42-0985205.
Download the official 2024 Form 5500 (PDF) for Systems Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Systems Unlimited, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Tot Stock Mkt Index | Mutual Funds | — | — | $5.4M | 39.3% | |
| Vanguard Total BD Mkt Idx ADM | Common Collective Trusts | — | — | $3.2M | 23.3% | |
| The Standard Stable Asset C | Other securities | — | — | $1.8M | 13.3% | |
| Fidelity International Index ** $ | Mutual Funds | — | — | $1.7M | 12.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $676K | 5.0% | |
| Vanguard Emerging Markets STK Index | Mutual Funds | — | — | $188K | 1.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $172K | 1.3% | |
| Vanguard Growth Index ADM | Mutual Funds | — | — | $77K | 0.6% | |
| Vanguard Value Index ADM | Mutual Funds | — | — | $55K | 0.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Balanced Index ADM | Mutual Funds | — | — | $7K | <0.1% | |
| JP Morgan JP Morgan Mid Cap Growth R6 ** 983 MFS Mid Cap Value | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Windsor II ADM ** 246 Vanguard Total World Stk Index ADM | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA-CREF Large-Cap Growth Inst | Mutual Funds | — | — | $2K | <0.1% | |
| Prudential PGIM High Yield R6 | Other securities | — | — | $1K | <0.1% | |
| Fidelity Hartford Core Equity FD CL R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
