Rose McElrath-Slade signed Strategic Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Resources, Inc.'s EIN is 54-1526169.
Download the official 2024 Form 5500 (PDF) for Strategic Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Resources, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Class R3 | Mutual Funds | — | — | $889K | 19.1% | |
| American Funds Washington Mutual Investors Fund R3 | Mutual Funds | — | — | $673K | 14.4% | |
| American Funds American Balanced Fund R3 | Mutual Funds | — | — | $647K | 13.9% | |
| American Funds Capital World Growth and Income Fund R3 | Mutual Funds | — | — | $604K | 13.0% | |
| American Funds Fundamental Investors R3 | Mutual Funds | — | — | $549K | 11.8% | |
| American Funds New Perspective R3 | Mutual Funds | — | — | $427K | 9.2% | |
| American Funds EuroPacific Fund R3 | Mutual Funds | — | — | $257K | 5.5% | |
| American Funds U.S. Government Money Market Fund R3 | Mutual Funds | — | — | $164K | 3.5% | |
| American Funds American High Income Trust R3 | Mutual Funds | — | — | $138K | 2.9% | |
| American Funds The Income Fund of America R3 | Mutual Funds | — | — | $137K | 2.9% | |
| American Funds Capital World Bond Fund R3 | Mutual Funds | — | — | $105K | 2.3% | |
| American Funds The Bond Fund of America R3 | Mutual Funds | — | — | $43K | 0.9% | |
| Participant Loans to participants, bearing interest from 4.75% to 10.00% | Bonds / Notes | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
