JEFF Simmons signed SAFT America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAFT America Inc.'s EIN is 58-2209171.
Download the official 2024 Form 5500 (PDF) for SAFT America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAFT America 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING GROUP | — | STRATHAM, NH | INVESTMENT ADVISOR | $120K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Interest Account * Prudential Retirement Insurance and Annuity Company Guaranteed Interest Account | Common Stocks | — | — | $45.2M | 28.2% | |
| Prudential Pgim Jennison Growth Z | Other securities | — | — | $21.9M | 13.7% | |
| Invesco International Diversified Y | Mutual Funds | — | — | $21.0M | 13.1% | |
| s * American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $13.7M | 8.5% | |
| Victory Capital Victory Sycamore Established Value I | Other securities | — | — | $10.8M | 6.7% | |
| Prudential Pgim Jennison Mid Cap Growth Z | Other securities | — | — | $9.4M | 5.9% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $9.3M | 5.8% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $7.3M | 4.6% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.2M | 2.0% | |
| American Funds American Funds Capital Inc Bldr R6 | Mutual Funds | — | — | $3.0M | 1.9% | |
| American Funds American Funds Global Balanced R6 | Mutual Funds | — | — | $2.7M | 1.7% | |
| PGIM QUANT SOL SM CAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 832 | Pooled Separate Account | — | — | $2.6M | 1.6% | |
| Prudential Pgim High Yield Z | Other securities | — | — | $2.3M | 1.4% | |
| maturity July 2038 | Other securities | — | — | $2.1M | 1.3% | |
| John Hancock Jhancock Income R6 | Other securities | — | — | $2.1M | 1.3% | |
| Goldman Sachs Goldman Sachs Small Cap Value - Instl | Other securities | — | — | $1.2M | 0.8% | |
| Northern Trust Northern Global Sustainability Index | Other securities | — | — | $944K | 0.6% | |
| Dimensional Fund Advisors Dfa Emerging Markets Core Equity I | Mutual Funds | — | — | $738K | 0.5% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $610K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
