Sage Dining Services, Inc.'s EIN is 52-1689755.
Download the official 2024 Form 5500 (PDF) for Sage Dining Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sage Dining Services, Inc.'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 | $93K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $7.0M | 11.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $6.9M | 10.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $6.1M | 9.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $5.7M | 9.0% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $4.8M | 7.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $4.4M | 6.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.8M | 6.0% | |
| MET SV SOLUTIONS J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.7M | 5.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.4M | 5.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.7M | 4.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.1M | 3.3% | |
| AMC VALUE - R6 | Registered Investment Companies | — | — | $2.1M | 3.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.8M | 2.9% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| FIDELITY SMALL CAP GROWTH IDX | Registered Investment Companies | — | — | $842K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $700K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $671K | 1.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $668K | 1.0% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $615K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $581K | 0.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $532K | 0.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $505K | 0.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $354K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $292K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $258K | 0.4% | |
| BAIRD MIDCAP GROWTH INST | Registered Investment Companies | — | — | $222K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $139K | 0.2% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $83K | 0.1% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $55K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $42K | <0.1% | |
| MET SV SOLUTIONS L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $41K |
| — |
