Sharon Spaulding signed SAAB, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAAB, Inc.'s EIN is 58-2310523.
Download the official 2024 Form 5500 (PDF) for SAAB, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAAB, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $280K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | CONSULTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Group Vanguard PRIMECAP Admiral Fund | Mutual Funds | — | — | $27.3M | 11.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $26.1M | 10.5% | |
| Vanguard Group Vanguard Windsor II Adm Fund | Mutual Funds | — | — | $14.2M | 5.7% | |
| The American Funds Am Fds Trgt Dte Rtm 2030 R6 Fund | Mutual Funds | — | — | $12.8M | 5.2% | |
| The American Funds Am Fds Trgt Dte Rtm 2040 R6 Fund | Mutual Funds | — | — | $12.2M | 4.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $11.1M | 4.5% | |
| Virtus Investment Advisers, Inc. Virtus Zvnbrgn Tech Instl Fund | Common Stocks | — | — | $10.6M | 4.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $10.4M | 4.2% | |
| The American Funds Am Fds Am Bal R6 Fund | Mutual Funds | — | — | $10.1M | 4.1% | |
| The American Funds Am Fds Trgt Dte Rtm 2050 R6 Fund | Mutual Funds | — | — | $9.3M | 3.8% | |
| Vanguard Group Vanguard Health Care Adm Fund | Mutual Funds | — | — | $7.5M | 3.0% | |
| The American Funds Am Fds Trgt Dte Rtm 2025 R6 Fund | Mutual Funds | — | — | $7.4M | 3.0% | |
| Janus Henderson Janus Henderson Enterprise N Fund | Mutual Funds | — | — | $7.1M | 2.9% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $6.9M | 2.8% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $6.5M | 2.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $6.4M | 2.6% | |
| The American Funds Am Fds Trgt Dte Rtm 2045 R6 Fund | Mutual Funds | — | — | $6.2M | 2.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $5.8M | 2.3% | |
| The American Funds Am Fds Trgt Dte Rtm 2055 R6 Fund | Mutual Funds | — | — | $5.7M | 2.3% | |
| The American Funds Am Fds Trgt Dte Rtm 2035 R6 Fund | Mutual Funds | — | — | $5.7M | 2.3% | |
| The American Funds Am Fds Trgt Dte Rtm 2060 R6 Fund | Mutual Funds | — | — | $4.9M | 2.0% | |
| Fidelity Management & Research Fid LC Gr Index Fund | Common Collective Trusts | — | — | $4.7M | 1.9% | |
| Self-Directed Brokerage Acct Virtus Investment Advisers, Inc. Self-Directed Brokerage Acct | OTHER | — | — | $4.1M | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.1M | 1.3% | |
| The American Funds American Funds NewPrsp R6 Fund | Mutual Funds | — | — | $2.0M | 0.8% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $1.9M | 0.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.8M | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.8M | 0.7% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $1.7M | 0.7% | |
| The American Funds Am Fds Trgt Dte Rtm 2020 R6 Fund | Mutual Funds | — | — | $1.5M | 0.6% | |
| Franklin Mutual Advisers, LLC Franklin Small Cap Value R6 Fd | Mutual Funds | — | — | $1.3M | 0.5% | |
| Participant Loans * Participants 3.50% - 10.50% interest rate | Bonds / Notes | — | — | $1.3M | 0.5% | |
| The American Funds Am Fds Trgt Dte Rtm 2010 R6 Fund | Mutual Funds | — | — | $1.3M | 0.5% | |
| Principal Life Insurance Company Principal Glb Emerging Mkts Sep Acct | Pooled Separate Accounts | — | — | $1.2M | 0.5% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $1.2M | 0.5% | |
| The American Funds Am Fds Trgt Dte Rtm 2065 R6 Fd | Mutual Funds | — | — | $1.2M | 0.5% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $1.1M | 0.5% | |
| Invesco Inv Oppenheim Intl R6 Fund | Mutual Funds | — | — | $972K | 0.4% | |
| T.Rowe Price T. Rowe Price Spm Con All I FD | Other securities | — | — | $810K | 0.3% | |
| T.Rowe Price T. Rowe Price Sp Md Gr AI I Fd | Other securities | — | — | $639K | 0.3% | |
| The American Funds Am Fds Trgt Dte Rtm 2015 R6 Fund | Mutual Funds | — | — | $431K | 0.2% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $69K | <0.1% | |
| (E) | Other securities | — | — | $69K | <0.1% |
