Lauren Ratcliff signed Sanctuary Wealth Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sanctuary Wealth Group, LLC's EIN is 47-2336833.
Download the official 2024 Form 5500 (PDF) for Sanctuary Wealth Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sanctuary Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self Directed Brokerage Accounts * Principal Self-Directed Brokerage Account Various | Self-Directed Brokerage | — | — | $2.4M | 12.1% | |
| Vanguard 500 Index Admiral Fund Mutual Funds | Mutual Funds | — | — | $1.8M | 9.1% | |
| Common Collective Trusts * Principal Trust Target 2020 Fund Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 6.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 6.3% | |
| Principal Trust Income Fund Common Collective Trust | Common Collective Trusts | — | — | $1.1M | 5.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 5.5% | |
| Principal Trust Target 2030 Fund Common Collective Trust | Common Collective Trusts | — | — | $992K | 5.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $992K | 5.0% | |
| Principal Trust Target 2035 Fund Common Collective Trust | Common Collective Trusts | — | — | $882K | 4.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $882K | 4.4% | |
| Principal Trust Target 2040 Fund Common Collective Trust | Common Collective Trusts | — | — | $849K | 4.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $849K | 4.3% | |
| Principal Trust Target 2050 Fund Common Collective Trust | Common Collective Trusts | — | — | $798K | 4.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $798K | 4.0% | |
| Eaton Vance Atl Cp SMID-Cap R6 Fund Mutual Funds | Other securities | — | — | $726K | 3.6% | |
| Principal Trust Target 2045 Fund Common Collective Trust | Common Collective Trusts | — | — | $692K | 3.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $692K | 3.5% | |
| Harbor Capital App Ret Fund Mutual Funds | Other securities | — | — | $611K | 3.1% | |
| Vanguard Growth Index Adm Fund Mutual Funds | Mutual Funds | — | — | $567K | 2.8% | |
| Undisc Mgrs Behav Value R6 Fund Mutual Funds | Other securities | — | — | $539K | 2.7% | |
| Principal Trust Target 2055 Fund Common Collective Trust | Common Collective Trusts | — | — | $512K | 2.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $512K | 2.6% | |
| MFS International Value R6 Fd Mutual Funds | Mutual Funds | — | — | $496K | 2.5% | |
| Macquarie Small Cap Value R6 F Mutual Funds | Other securities | — | — | $490K | 2.5% | |
| Fixed Income * Principal Fixed Income Guaranteed Option Fixed Income Investment Contract | Other securities | — | — | $475K | 2.4% | |
| American Funds NewPrsp R6 Fund Mutual Funds | Mutual Funds | — | — | $429K | 2.2% | |
| Principal Trust Target 2060 Fund Common Collective Trust | Common Collective Trusts | — | — | $416K | 2.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $416K | 2.1% | |
| Vanguard Small Cap Index Adm Fund Mutual Funds | Mutual Funds | — | — | $406K | 2.0% | |
| JP Morgan Small Cp Growth R6 Fund Mutual Funds | Other securities | — | — | $372K | 1.9% | |
| Principal Trust Target 2025 Fund Common Collective Trust | Common Collective Trusts | — | — | $366K | 1.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $366K | 1.8% | |
| Vanguard Developed Mkts Index Adm Fund Mutual Funds | Mutual Funds | — | — | $360K | 1.8% | |
| Vanguard Mid Cap Index Adm Fund Mutual Funds | Mutual Funds | — | — | $322K | 1.6% | |
| PIMCO Income Institutional Fund Mutual Funds | Mutual Funds | — | — | $309K | 1.6% | |
| DFA Emerg Mkt Core Eqty I Fund Mutual Funds | Mutual Funds | — | — | $281K | 1.4% | |
| American Fds WshMut Inv R6 Fund Mutual Funds | Other securities | — | — | $271K | 1.4% | |
| American Centur Mid-Cap Val R6 Fund Mutual Funds | Other securities | — | — | $215K | 1.1% | |
| Principal Trust Target 2065 Fund Common Collective Trust | Common Collective Trusts | — | — | $138K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $138K | 0.7% | |
| Lord Abbett High Yield R6 Fund Mutual Funds | Mutual Funds | — | — | $132K | 0.7% | |
| Vanguard Equity Inc Adm Fund Mutual Funds | Mutual Funds | — | — | $112K | 0.6% | |
| American Funds NewWorld R6 Fund Mutual Funds | Mutual Funds | — | — | $106K | 0.5% | |
| maturing from 2025 to 2029 | Other securities | — | — | $98K | 0.5% | |
| (E) | Other securities | — | $15K | $97K | 0.5% | |
| Vanguard RE Index Adm Fund Mutual Funds | Mutual Funds | — | — | $97K | 0.5% | |
| BlackRock Global Allocation K Fund Mutual Funds | Other securities | — | — | $81K | 0.4% | |
| John Hancock International Growth R6 Fund Mutual Funds | Other securities | — | — | $51K | 0.3% | |
| DFA Commodity Strategy I Fund Mutual Funds | Mutual Funds | — | — | $44K | 0.2% | |
| (E) | Other securities | — | $51K | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
