Gloria Manzenberger signed Southeastern Guide DOGS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southeastern Guide DOGS, Inc.'s EIN is 59-2252352.
Download the official 2024 Form 5500 (PDF) for Southeastern Guide DOGS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southeastern Guide DOGS, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2070 Target Date R6 Mutual fund ** 602 American Funds American Balanced Fund R6 Mutual fund | Mutual Funds | — | — | $691K | 16.0% | |
| American Funds 2045 Target Date R6 Mutual fund | Mutual Funds | — | — | $451K | 10.5% | |
| Party Identity of Issuer, Description In-Interest Borrower or Similar Party of Investment Cost Current Value American Funds 2020 Target Date R6 Mutual fund | Mutual Funds | — | — | $366K | 8.5% | |
| American Funds 2040 Target Date R6 Mutual fund | Mutual Funds | — | — | $357K | 8.3% | |
| American Funds 2025 Target Date R6 Mutual fund | Mutual Funds | — | — | $336K | 7.8% | |
| American Funds 2035 Target Date R6 Mutual fund | Mutual Funds | — | — | $304K | 7.1% | |
| Baird Intermediate Bond I Mutual fund | Other securities | — | — | $279K | 6.5% | |
| American Funds 2060 Target Date R6 Mutual fund | Mutual Funds | — | — | $273K | 6.3% | |
| Principal Large Cap S&P 500 Mutual fund | Common Collective Trusts | — | — | $238K | 5.5% | |
| American Funds 2050 Target Date R6 Mutual fund | Mutual Funds | — | — | $218K | 5.1% | |
| American Funds 2055 Target Date R6 Mutual fund | Mutual Funds | — | — | $193K | 4.5% | |
| American Funds 2030 Target Date R6 Mutual fund | Mutual Funds | — | — | $160K | 3.7% | |
| Interest rates ranging * Principal Guaranteed Option from 4.85- 6.05% | Bonds / Notes | — | — | $115K | 2.7% | |
| Interest rates ranging * Participant loans from 5.25- 10.50% | Bonds / Notes | — | — | $56K | 1.3% | |
| Principal International Equity Index R6 Mutual fund | Common Collective Trusts | — | — | $14K | 0.3% | |
| American Funds 2065 Target Date R6 Mutual fund | Mutual Funds | — | — | $7K | 0.2% | |
| (E) | Other securities | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
