Consuelo Boyles signed SDG Mgmt Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SDG Mgmt Company, LLC's EIN is 46-2157154.
Download the official 2024 Form 5500 (PDF) for SDG Mgmt Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SDG Mgmt Company, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $160K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $10.9M | 14.2% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $8.9M | 11.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.4M | 10.9% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $7.6M | 9.9% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $7.4M | 9.6% | |
| Great Gray Trust Company RetirePilot Moderate Retirement Fund R1 | Common Stocks | — | — | $7.2M | 9.4% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $7.2M | 9.4% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| Great Gray Trust Company Wilmington Tr Colectve Invt Larg Cp Vlu I1 | Common Stocks | — | — | $2.0M | 2.6% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 2.1% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 1.8% | |
| Principal Life Insurance Company Principal Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $1.4M | 1.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| Great Gray Trust Company Wilmington Tr Colectve Invt Blckrck Eafe R | Common Stocks | — | — | $1.1M | 1.5% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $824K | 1.1% | |
| SMALL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $775K | 1.0% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $708K | 0.9% | |
| Principal Life Insurance Company Principal SmallCap Growth I Separate Account-Z | Pooled Separate Accounts | — | — | $616K | 0.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $616K | 0.8% | |
| Delaware Management Company Delaware Ivy Mid Cap Growth Fund | Common Stocks | — | — | $595K | 0.8% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $589K | 0.8% | |
| maturing through 2029 | Other securities | — | — | $582K | 0.8% | |
| Principal Life Insurance Company Guaranteed Option | Common Stocks | — | — | $548K | 0.7% | |
| BlackRock Advisors BlackRock High Yield Portfolio | Other securities | — | — | $538K | 0.7% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $331K | 0.4% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $217K | 0.3% | |
| Capital Group New World Fund Inc | Common Stocks | — | — | $211K | 0.3% | |
| BlackRock Advisors BlackRock Strategic Global Bond Fund | Other securities | — | — | $126K | 0.2% | |
| Great Gray Trust Company RetirePilot Aggressive Retirement Fund R1 | Common Stocks | — | — | $9K | <0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| RETIREPILOT CONSERV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| RETIREPILOT CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% |
