Suzanne Chouljian signed Slavic Mutual Fund Management Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Slavic Mutual Fund Management Corp.'s EIN is 59-2749576.
Download the official 2024 Form 5500 (PDF) for Slavic Mutual Fund Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Slavic Mutual Fund Management Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual Funds (1) | Common Collective Trusts | — | — | $6.1M | 30.9% | |
| Vanguard Federal Money Market Mutual Funds (1) | Mutual Funds | — | — | $2.8M | 14.2% | |
| Vanguard Intermediate-Term Bond Index Ad Mutual Funds (1) | Mutual Funds | — | — | $1.9M | 9.6% | |
| Vanguard Consumer Staples Index Mutual Funds (1) | Mutual Funds | — | — | $1.1M | 5.4% | |
| iShares MSCI EAFE International Index K Mutual Funds (1) | Other securities | — | — | $1.0M | 5.2% | |
| Notes receivable fom participants (interest rate range 4.25%-9.50%) | Bonds / Notes | — | — | $710K | 3.6% | |
| Fidelity FISDB - Fidelity Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $645K | 3.3% | |
| GAMCO Gold Mutual Funds (1) | Other securities | — | — | $431K | 2.2% | |
| Self-Directed Brokerage Accounts (1) | Common Stocks | — | — | $411K | 2.1% | |
| Deutsche Science and Technology Fund-A Mutual Funds (1) | Other securities | — | — | $357K | 1.8% | |
| Fidelity US Bond Index Mutual Funds (1) | Mutual Funds | — | — | $334K | 1.7% | |
| Invesco FTCHX - Aim Strategic Technology | Mutual Funds | — | — | $299K | 1.5% | |
| Vanguard Short-Term Federal Admiral Mutual Funds (1) | Mutual Funds | — | — | $288K | 1.5% | |
| American Funds Growth Fund of America R6 Mutual Funds (1) | Mutual Funds | — | — | $280K | 1.4% | |
| American Funds Capital World G & I R6 Mutual Funds (1) | Mutual Funds | — | — | $255K | 1.3% | |
| Vanguard Utilities Index Admiral Mutual Funds (1) | Mutual Funds | — | — | $249K | 1.3% | |
| Vanguard Target Retirement 2035 Mutual Funds (1) | Mutual Funds | — | — | $166K | 0.8% | |
| Money Market Funds Self-Directed Brokerage Accounts (1) | Self-Directed Brokerage | — | — | $153K | 0.8% | |
| Vanguard Target Retirement 2055 Mutual Funds (1) | Mutual Funds | — | — | $129K | 0.7% | |
| Vanguard VGSLX - Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $118K | 0.6% | |
| Vanguard VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $104K | 0.5% | |
| Vanguard Small Cap Growth Index Adm Mutual Funds (1) | Mutual Funds | — | — | $102K | 0.5% | |
| Janus Enterprise Mutual Funds (1) | Mutual Funds | — | — | $101K | 0.5% | |
| American Funds Bond Fund of America R6 Mutual Funds (1) | Mutual Funds | — | — | $84K | 0.4% | |
| American Funds Fundamental Investors R6 Mutual Funds (1) | Mutual Funds | — | — | $84K | 0.4% | |
| Janus Growth & Income Mutual Funds (1) | Mutual Funds | — | — | $77K | 0.4% | |
| Vanguard Information Technology Index Ad Mutual Funds (1) | Mutual Funds | — | — | $69K | 0.3% | |
| ETPs Self-Directed Brokerage Accounts (1) | OTHER | — | — | $68K | 0.3% | |
| Vanguard Total Int'l Stock Index Admiral Mutual Funds (1) | Mutual Funds | — | — | $68K | 0.3% | |
| Vanguard Target Retirement 2050 Mutual Funds (1) | Mutual Funds | — | — | $61K | 0.3% | |
| Vanguard Energy Admiral Mutual Funds (1) | Mutual Funds | — | — | $59K | 0.3% | |
| Vanguard Small Cap Value Index Adm Mutual Funds (1) | Mutual Funds | — | — | $52K | 0.3% | |
| American Funds Washington Mutual R6 Mutual Funds (1) | Mutual Funds | — | — | $47K | 0.2% | |
| Vanguard Target Retirement 2030 Mutual Funds (1) | Mutual Funds | — | — | $43K | 0.2% | |
| American Funds New Perspective R6 Mutual Funds (1) | Mutual Funds | — | — | $39K | 0.2% | |
| Invesco Oppenheimer Main Street A Mutual Funds (1) | Mutual Funds | — | — | $38K | 0.2% | |
| Kemper Multi-Fund SUHAX - Deutsche Health And Wellness Fund-A | Other securities | — | — | $32K | 0.2% | |
| Fidelity Advisor Growth Opps M Mutual Funds (1) | Mutual Funds | — | — | $28K | 0.1% | |
| Vanguard Mid Cap Value Index Admiral Mutual Funds (1) | Mutual Funds | — | — | $26K | 0.1% | |
| T. Rowe Price New Era Mutual Funds (1) | Other securities | — | — | $26K | 0.1% | |
| Vanguard Target Retirement 2060 Mutual Funds (1) | Mutual Funds | — | — | $26K | 0.1% | |
| Vanguard European Stock Index Admiral Mutual Funds (1) | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Emerging Markets Stock Index Ad Mutual Funds (1) | Mutual Funds | — | — | $23K | 0.1% | |
| Fidelity Advisor High Income Advtg M Mutual Funds (1) | Mutual Funds | — | — | $23K | 0.1% | |
| Fidelity Advisor Energy A Mutual Funds (1) | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard High Yield Corporate Admiral Mutual Funds (1) | Mutual Funds | — | — | $21K | 0.1% | |
| GAMCO Growth Fund Mutual Funds (1) | Other securities | — | — | $20K | 0.1% | |
| Allspring Total Return Bond Mutual Funds (1) | Other securities | — | — | $19K | <0.1% | |
| Vanguard Inflation Protected Securities Mutual Funds (1) | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Pacific Stock Index Admiral Mutual Funds (1) | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
