Robert Crews signed SOC LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SOC LLC's EIN is 56-2277691.
Download the official 2024 Form 5500 (PDF) for SOC LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SOC LLC'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Beacon AB LgCap Gr I | Other securities | — | — | $1.5M | 17.3% | |
| Fidelity Fid 500 Indx | Mutual Funds | — | — | $994K | 11.8% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | Mutual Funds | — | — | $551K | 6.5% | |
| Nationwide NW FXD SEL OPTN | Other securities | — | — | $464K | 5.5% | |
| Fidelity Fid US Bd Indx | Mutual Funds | — | — | $278K | 3.3% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv | Mutual Funds | — | — | $262K | 3.1% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | Mutual Funds | — | — | $245K | 2.9% | |
| DodgeCox Intl Stk | Other securities | — | — | $245K | 2.9% | |
| Goldman Sachs GQGP Intl Oppr R6 | Other securities | — | — | $241K | 2.9% | |
| Fidelity Fid Extd Mkt Indx ** 918 Fidelity Fid Intl Indx | Mutual Funds | — | — | $228K | 2.7% | |
| Nationwide NW Loomis Allcap Gr R6 | Other securities | — | — | $220K | 2.6% | |
| PGIM Ttl Rtn Bd R6 | Other securities | — | — | $216K | 2.6% | |
| Avantis Avnts US LgCap Val Inst | Other securities | — | — | $209K | 2.5% | |
| Black Rock BlkRk Hi Yld Bd Port K | Other securities | — | — | $205K | 2.4% | |
| JP Morgan JPM LgCap Gr R6 | Other securities | — | — | $203K | 2.4% | |
| JP Morgan JPM EQ Inc R5 | Common Stocks | — | — | $194K | 2.3% | |
| Avantis Emerging Markets Equity Fund | Other securities | — | — | $184K | 2.2% | |
| (1) Participants Participant loans (maturing 2025 to 2030 at interest rates of 4.25% to 9.5%) | Bonds / Notes | — | — | $163K | 1.9% | |
| Pimco Real Rtn Inst | Mutual Funds | — | — | $149K | 1.8% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | Mutual Funds | — | — | $146K | 1.7% | |
| Black Rock BLKRk Ttl Rtn K | Other securities | — | — | $125K | 1.5% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | Mutual Funds | — | — | $120K | 1.4% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | Mutual Funds | — | — | $119K | 1.4% | |
| MFS Mdcap Gr R6 | Mutual Funds | — | — | $115K | 1.4% | |
| DFA US Trgt Val Inst ** 572 Diamond Hill Diamond Hill MdCap I | Mutual Funds | — | — | $115K | 1.4% | |
| Pimco Comdy Real Rtn Strat Inst ** 222 Principal Prncpl Glbl RealEst R6 | Mutual Funds | — | — | $113K | 1.3% | |
| American Beacon AB Glbl Bd I ** 289 American Beacon AB Global Bond Fund - Class Z | Other securities | — | — | $110K | 1.3% | |
| Legal & General Commodity Strategy Fund | Other securities | — | — | $100K | 1.2% | |
| Vanguard Vngrd Ttl Bnd Mkt ldx Adm ** 789 Vanguard Vngrd Eq Inc Adml | Mutual Funds | — | — | $97K | 1.1% | |
| Delaware DE SmCap Val Inst | Other securities | — | — | $69K | 0.8% | |
| Haertford Hartford Intl Val R5 | Other securities | — | — | $67K | 0.8% | |
| Vanguard Vngd Explr Adml | Mutual Funds | — | — | $63K | 0.7% | |
| Avantis Afnts US SmCap Val Inst | Other securities | — | — | $62K | 0.7% | |
| Vanguard Vngrd MdCap Val Indx Adml | Mutual Funds | — | — | $55K | 0.6% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv | Mutual Funds | — | — | $53K | 0.6% | |
| Federated Fed Gov Oblgtns Prmr | Other securities | — | — | $32K | 0.4% | |
| Vanguard Vngrd Intl Gr Adml | Mutual Funds | — | — | $31K | 0.4% | |
| Vanguard Vngrd Ttl Intl Bd Idx Adml | Common Collective Trusts | — | — | $24K | 0.3% | |
| American Funds AmFds New Prspct R6 | Mutual Funds | — | — | $21K | 0.2% | |
| Lord Abbett LrdAbt Hi Yld R5 | Mutual Funds | — | — | $16K | 0.2% | |
| Decmber 31, 2024 X | Other securities | — | $21K | $14K | 0.2% | |
| Clearbridge LeggM ClrBrdg Sel I | Other securities | — | — | $12K | 0.1% | |
| DFA Glbl RealEst Sec Inst | Mutual Funds | — | — | $10K | 0.1% | |
| Nationwide Nw Bnymel Corplsbd Esg R6 | Other securities | — | — | $9K | 0.1% | |
| Nationwide NW Inv Dest Cnsrv R6 | Other securities | — | — | $9K | 0.1% | |
| DFA Infl Prtct Sec Inst | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity FidAdv Strat Divd Inc Inst | Mutual Funds | — | — | $4K | <0.1% | |
| Davenport Dvnprt Smcap Focs | Other securities | — | — | $3K | <0.1% | |
| Nationwide NW Geneva SmCap Gr Inst Svc | Other securities | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SRVCS | 20-5817590 | RICHMOND, VA | BROKER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP, LLC | 20-0235252 | JAMESTOWN, NC | THIRD PARTY ADMIN | $3K | — |
