Alicia M. Turner signed System Dynamics International, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
System Dynamics International, Inc.'s EIN is 59-1923177.
Download the official 2023 Form 5500 (PDF) for System Dynamics International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)System Dynamics International, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds SmartRetirement Blend 2025 R6 Fund a | Other securities | — | — | $1.5M | 11.9% | |
| JP Morgan Funds SmartRetirement Blend 2020 R6 Fund a | Other securities | — | — | $1.4M | 11.2% | |
| Fidelity Investments 500 Index Fund a | Common Collective Trusts | — | — | $1.2M | 9.3% | |
| JP Morgan Funds Equity Income R6 Fund a | Other securities | — | — | $1.1M | 8.6% | |
| JP Morgan Funds SmartRetirement Blend 2045 R6 Fund a | Other securities | — | — | $1.1M | 8.5% | |
| JP Morgan Funds SmartRetirement Blend 2030 R6 Fund a | Other securities | — | — | $1.0M | 8.1% | |
| JP Morgan Funds SmartRetirement Blend 2050 R6 Fund a | Other securities | — | — | $787K | 6.2% | |
| JP Morgan Funds SmartRetirement Blend 2040 R6 Fund a | Other securities | — | — | $785K | 6.2% | |
| JP Morgan Funds SmartRetirement Blend 2060 R6 Fund a | Other securities | — | — | $625K | 4.9% | |
| JP Morgan Funds SmartRetirement Blend 2035 R6 Fund a | Other securities | — | — | $603K | 4.8% | |
| JP Morgan Funds SmartRetirement Blend Income R6 Fund a | Other securities | — | — | $553K | 4.4% | |
| Lord Abbett High Yield R6 Fund a | Mutual Funds | — | — | $446K | 3.5% | |
| Fidelity Investments Small Cap Index Fund a | Common Collective Trusts | — | — | $401K | 3.2% | |
| Fidelity Investments Mid Cap Index Fund a | Common Collective Trusts | — | — | $362K | 2.9% | |
| Notes Receivable from Participants Interest rates range from 4.25% to 9.50%, various maturities -0- | Bonds / Notes | — | — | $189K | 1.5% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $142K | 1.1% | |
| Lord Abbett Growth Leaders R6 Fund a | Mutual Funds | — | — | $103K | 0.8% | |
| JP Morgan Funds SmartRetirement Blend 2055 R6 Fund a | Other securities | — | — | $96K | 0.8% | |
| Invesco Small Cap Value R6 Fund a 232 Janus Henderson Venture N Fund a | Mutual Funds | — | — | $57K | 0.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $49K | 0.4% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $36K | 0.3% | |
| Fidelity Investments International Index Fund a | Common Collective Trusts | — | — | $35K | 0.3% | |
| American Funds New World R6 Fund a | Mutual Funds | — | — | $26K | 0.2% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $26K | 0.2% | |
| Columbia Funds Strategic Income I3 Fund a | Other securities | — | — | $23K | 0.2% | |
| BlackRock Total Return K Fund a | Other securities | — | — | $22K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $28K |
| — |
