Zelia Magliozzi signed SUSE, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SUSE, LLC.'s EIN is 45-4703967.
Download the official 2024 Form 5500 (PDF) for SUSE, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SUSE, LLC.'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 | $87K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Mutual Fund | Common Collective Trusts | — | — | $13.1M | 22.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $4.5M | 7.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $4.1M | 7.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $3.7M | 6.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $3.2M | 5.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.4M | 4.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.4M | 4.1% | |
| Empower Key Guaranteed Portfolio Fund Fixed Annuity Contract | Other securities | — | — | $2.3M | 4.0% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $2.1M | 3.6% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.3% | |
| Loomis Sayles Core Plus Bond Mutual Fund | Other securities | — | — | $1.8M | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| ALTA LORD ABBETT INTERNATIONAL EQUI ALTA TRUST · EIN 99-2652504 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 2.4% | |
| MFS Blended Research Mid Cap Eq Mutual Fund | Mutual Funds | — | — | $1.4M | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 FU PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.1M | 1.8% | |
| MFS Intl Diversification Mutual Fund | Mutual Funds | — | — | $1.1M | 1.8% | |
| DFA US Small Cap Growth Mutual Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| MFS Global Opportunistic Bond Mutual Fund | Mutual Funds | — | — | $905K | 1.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $899K | 1.5% | |
| PGIM US Real Estate Mutual Fund | Other securities | — | — | $744K | 1.3% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $689K | 1.2% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $670K | 1.1% | |
| Participant loans Rates from 4.25% to 9.5% - 0 - | Bonds / Notes | — | — | $596K | 1.0% | |
| Janus Henderson Multi-Sector Income Mutual Fund | Mutual Funds | — | — | $584K | 1.0% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $519K | 0.9% | |
| DFA Emerging Core Markets Equity Mutual Fund | Mutual Funds | — | — | $478K | 0.8% | |
| Lord Abbett Bond Debenture Mutual Fund | U.S. Treasuries | — | — | $421K | 0.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $418K | 0.7% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $383K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $324K | 0.6% | |
| Federated Hermes Mdt Small Cp Core Mutual Fund | Other securities | — | — | $300K | 0.5% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | 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.
| — |
| AUSTIN, TX |
| OTHER |
| $26K |
| — |
