Frank Mares signed SAG Aftra's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAG Aftra's EIN is 45-4931719.
Download the official 2024 Form 5500 (PDF) for SAG Aftra from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAG Aftra's plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 500 Index Fund | Common Collective Trusts | — | — | $6.2M | 10.7% | |
| Retirement 2030 Fund | Other securities | — | — | $5.7M | 9.9% | |
| JP Morgan Large Cap Growth Fund R5 | Other securities | — | — | $4.1M | 7.0% | |
| Retirement 2040 Fund | Other securities | — | — | $3.9M | 6.7% | |
| Retirement 2045 Fund | Other securities | — | — | $3.4M | 5.9% | |
| Retirement 2020 Fund | Other securities | — | — | $3.1M | 5.4% | |
| Retirement 2025 Fund | Other securities | — | — | $3.1M | 5.3% | |
| Retirement 2050 Fund | Other securities | — | — | $2.9M | 5.1% | |
| T. Rowe Price: U.S. Equity Research Fund | Other securities | — | — | $2.9M | 4.9% | |
| Retirement 2035 Fund | Other securities | — | — | $2.7M | 4.7% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $2.2M | 3.8% | |
| Overseas Fund | Other securities | — | — | $1.9M | 3.2% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $1.7M | 3.0% | |
| BlackRock: Technology Opportunity Fund | Other securities | — | — | $1.7M | 3.0% | |
| Fidelity Investments:* Government Money Market Fund | Mutual Funds | — | — | $1.7M | 2.9% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 2.4% | |
| Retirement 2055 Fund | Other securities | — | — | $1.2M | 2.1% | |
| Retirement 2010 Fund 77 Retirement 2015 Fund | Other securities | — | — | $1.2M | 2.1% | |
| Participant Loans* 4.25% to 9.50% Secured Loans | Bonds / Notes | — | — | $978K | 1.7% | |
| Health Science Fund | Other securities | — | — | $975K | 1.7% | |
| Retirement 2060 Fund | Other securities | — | — | $822K | 1.4% | |
| Advantage Small Cap Core Fund | Other securities | — | — | $626K | 1.1% | |
| Nuveen Real Estate Securities Fund | Mutual Funds | — | — | $594K | 1.0% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $555K | 1.0% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $473K | 0.8% | |
| Thornburg Limited Term Income Fund | Other securities | — | — | $432K | 0.7% | |
| International Index Fund | Common Collective Trusts | — | — | $384K | 0.7% | |
| US Bond Index Fund | Common Collective Trusts | — | — | $332K | 0.6% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | Other securities | — | — | $315K | 0.5% | |
| Dimensional Fund Advisors International Small Company Fund | Mutual Funds | — | — | $141K | 0.2% | |
| Franklin Utilities Fund | Mutual Funds | — | — | $98K | 0.2% | |
| Lord Abbett High Yield Fund | Mutual Funds | — | — | $50K | <0.1% | |
| Prudential Global Total Return Fund | Other securities | — | — | $43K | <0.1% | |
| Retirement 2005 Fund | Other securities | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
