South Atlantic Services, Inc.'s EIN is 56-0956028.
Download the official 2024 Form 5500 (PDF) for South Atlantic Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)South Atlantic Services, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $23K | — |
| QRPS, INC. | 56-1606387 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Stable Value Core Option | Stable Value | — | — | $2.2M | 12.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.9M | 10.9% | |
| NORTHERN TRUST S & P 500 INDEX NL T NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.5M | 8.5% | |
| MFS VALUE CLASS CT MFS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.5M | 8.3% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.1M | 6.4% | |
| Principal SmallCap Growth I R6 | Other securities | — | — | $1.1M | 6.1% | |
| NOHERN TR ACWI EX-US IMI IDX NL TE NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $976K | 5.5% | |
| NORTHERN TRUST EXTENDED MARKET INDX NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $970K | 5.5% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $888K | 5.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $814K | 4.6% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $678K | 3.8% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $675K | 3.8% | |
| BlackRock Total Return K | Other securities | — | — | $568K | 3.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $537K | 3.0% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $361K | 2.0% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $333K | 1.9% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $297K | 1.7% | |
| Driehaus Emerging Markets Growth Instl | Other securities | — | — | $280K | 1.6% | |
| Principal Real Estate Securities R6 | Other securities | — | — | $236K | 1.3% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $232K | 1.3% | |
| MFS MID CAP VALUE CLASS CT MFS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $182K | 1.0% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $168K | 0.9% | |
| NORTHERN TRUST AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $130K | 0.7% | |
| Allspring Special Small Cap Value R6 811 * Participant Loans** Interest Rates (5.25% - 10.50%) | Bonds / Notes | — | — | $70K | 0.4% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $55K | 0.3% | |
| WILMINGTON TRUST EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $18K | 0.1% | |
| MFS MID CAP GROWTH CLASS CT MFS · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY PLAN |
| $26K |
| — |
