Shirley Horner signed SAGA Innovations' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAGA Innovations' EIN is 47-2168942.
Download the official 2024 Form 5500 (PDF) for SAGA Innovations from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAGA Innovations' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIG SECURITIES A K A SAGEPOINT ADVI | — | SAN DIEGO, CA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2045 TARG DATE RET-R2 | Registered Investment Companies | — | — | $695K | 21.5% | |
| AMERFDS 2055 TARG DATE RET-R2 | Registered Investment Companies | — | — | $601K | 18.6% | |
| AMF 2060 TARGET DATE RETIRE R2 | Registered Investment Companies | — | — | $466K | 14.4% | |
| AMERFDS 2050 TARG DATE RET-R2 | Registered Investment Companies | — | — | $434K | 13.4% | |
| LORD ABBETT SH DUR INC R3 495 REGISTERED INVESTMENT COMPANY NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $307K | 9.5% | |
| AMERFDS 2040 TARG DATE RET-R2 | Registered Investment Companies | — | — | $275K | 8.5% | |
| AMERFDS 2030 TARG DATE RET-R2 | Registered Investment Companies | — | — | $82K | 2.5% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $72K | 2.2% | |
| AMERFDS 2035 TARG DATE RET-R2 | Registered Investment Companies | — | — | $45K | 1.4% | |
| AMERFDS 2065 TARG DATE RET R2 | Registered Investment Companies | — | — | $40K | 1.2% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $40K | 1.2% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $33K | 1.0% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $24K | 0.7% | |
| AMC LARGE CAP EQUITY R | Registered Investment Companies | — | — | $20K | 0.6% | |
| AMERFDS 2025 TARG DATE RET-R2 | Registered Investment Companies | — | — | $18K | 0.6% | |
| LORD ABBETT HIGH YIELD FD -R3 504 REGISTERED INVESTMENT COMPANY NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $16K | 0.5% | |
| JAN HEND GLBL SUST EQ R | Registered Investment Companies | — | — | $14K | 0.4% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $12K | 0.4% | |
| BLACKROCK EQUITY DIVIDEND - R | Registered Investment Companies | — | — | $12K | 0.4% | |
| AMC SMALL CAP VALUE FUND - R | Registered Investment Companies | — | — | $7K | 0.2% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $6K | 0.2% | |
| AMF GROWTH FUND OF AMERICA R2E | Registered Investment Companies | — | — | $5K | 0.1% | |
| HARTFORD MIDCAP R3 | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMERICAN CENTURY MID CAP VAL R | Registered Investment Companies | — | — | $2K | <0.1% | |
| COLUMBIA OVERSEAS VALUE R | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERICAN INFLATION LINK BD R2E | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMF EUROPACIFIC GROWTH R2E | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
