Tracee Sanders signed Share Our Strength's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Share Our Strength's EIN is 52-1367538.
Download the official 2024 Form 5500 (PDF) for Share Our Strength from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Share Our Strength'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 | $114K | — |
| 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 |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.8M | 14.9% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.0M | 12.7% | |
| Vanguard Group Equity Income Fund Admiral | Mutual Funds | — | — | $4.2M | 10.7% | |
| Investments at Contract Value * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $4.1M | 10.4% | |
| Vanguard Group Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $3.4M | 8.7% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $3.0M | 7.7% | |
| Vanguard Group Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $2.5M | 6.4% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2.2M | 5.6% | |
| Vanguard Group Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $2.2M | 5.5% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.5M | 3.9% | |
| Vanguard Group Mid Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $1.3M | 3.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.0M | 2.6% | |
| Principal Life Insurance Company Small Cap Growth I SA-Z | Common Stocks | — | — | $1.0M | 2.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.0M | 2.6% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $795K | 2.0% | |
| BlackRock High Yield Bond Fund K | Other securities | — | — | $221K | 0.6% | |
| TIAA-CREF Social Choice International Equity Fund I | Mutual Funds | — | — | $164K | 0.4% | |
| Calvert Funds Calvert US Large Cap Core Responsible Index Fund R6 | Common Collective Trusts | — | — | $146K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $102K | 0.3% | |
| Alliance Bernstein AB Global Bond Fund Z | Other securities | — | — | $27K | <0.1% | |
| TIAA-CREF Core Impact Bond Fund Institutional | U.S. Treasuries | — | — | $12K | <0.1% |
