Vanessa Urrego signed Sasnak Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sasnak Management Corporation's EIN is 48-0851041.
Download the official 2024 Form 5500 (PDF) for Sasnak Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sasnak Management Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $62K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY 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 | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.6M | 16.7% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $1.8M | 11.5% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.7M | 11.3% | |
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.1M | 7.4% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $857K | 5.6% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $701K | 4.6% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $468K | 3.0% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $446K | 2.9% | |
| NYL ANCHOR ACCOUNT 35 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $436K | 2.8% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $306K | 2.0% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $304K | 2.0% | |
| PIMCO RAE INTL A | Registered Investment Companies | — | — | $262K | 1.7% | |
| LOOMISSAYLES SM CP GR - RETAIL | Registered Investment Companies | — | — | $256K | 1.7% | |
| WESTERN ASSET CORE BOND FI | Registered Investment Companies | — | — | $223K | 1.5% | |
| VIC PIO EQUITY INCOME Y | Registered Investment Companies | — | — | $219K | 1.4% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $175K | 1.1% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $165K | 1.1% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $130K | 0.9% | |
| PRINHIGHYLDFD-A | Registered Investment Companies | — | — | $127K | 0.8% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $123K | 0.8% | |
| MACQUARIE MID CAP GROWTH Y | Registered Investment Companies | — | — | $117K | 0.8% | |
| T ROWE DIVIDEND GRTH ADV | Registered Investment Companies | — | — | $112K | 0.7% | |
| ALLSPRING SPECIAL MC VAL ADM | Registered Investment Companies | — | — | $84K | 0.5% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $81K | 0.5% | |
| AMER FUNDS CAPL WRLD BND R4 | Registered Investment Companies | — | — | $71K | 0.5% | |
| PIMCO DIV INC A | Registered Investment Companies | — | — | $70K | 0.5% | |
| AMERICAN CENT SM CAP VAL - INV | Registered Investment Companies | — | — | $68K | 0.4% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $60K | 0.4% | |
| PIMCO COMMOD RL RET STR - A | Registered Investment Companies | — | — | $59K | 0.4% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $50K | 0.3% | |
| AMF INFL LINKED BOND R4 | Registered Investment Companies | — | — | $40K | 0.3% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $35K | 0.2% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ATLANTA, GA |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
