Southeastern Archaeological Research, Inc.'s EIN is 59-3215370.
Download the official 2024 Form 5500 (PDF) for Southeastern Archaeological Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southeastern Archaeological Research, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3.1M | 22.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.9M | 13.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.6M | 11.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.4M | 10.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 9.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $638K | 4.6% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $469K | 3.4% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $407K | 3.0% | |
| Fidelity International Index | Mutual Funds | — | — | $364K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $354K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $211K | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $205K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $204K | 1.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $188K | 1.4% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $170K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $160K | 1.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $156K | 1.1% | |
| Fully benefit-responsive investment contract with an insurance company * Empower Annuity Insurance Company of America Fixed Account, interest rate of 1.23% | Bonds / Notes | — | — | $115K | 0.8% | |
| MFS Massachusetts Investors Growth Stock | Mutual Funds | — | — | $103K | 0.7% | |
| T. Rowe Price T. Rowe Price Global Stock | Other securities | — | — | $99K | 0.7% | |
| Fidelity Nasdaq Composite Index | Mutual Funds | — | — | $52K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $49K | 0.4% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Institutional | Other securities | — | — | $41K | 0.3% | |
| Fidelity Small Cap Value Index | Mutual Funds | — | — | $41K | 0.3% | |
| PIMCO Real Estate Real Return Strategy | Mutual Funds | — | — | $26K | 0.2% | |
| American Funds American Funds Europacific Growth | Mutual Funds | — | — | $17K | 0.1% | |
| Janus Henderson Janus Henderson Triton | Mutual Funds | — | — | $15K | 0.1% | |
| Putnam Large Vap Value Index | Mutual Funds | — | — | $10K | <0.1% | |
| American Century American Century Mid Cap Value | Mutual Funds | — | — | $10K | <0.1% | |
| Invesco Core Plus Bond | Mutual Funds | — | — | $8K | <0.1% | |
| MFS Global Opportunistic Bond | Mutual Funds | — | — | $3K | <0.1% | |
| PGIM High-Yield | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds Emerging Markets Bond | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MADISON AVENUE SECURITIES | — | SAN DIEGO, CA | BROKER ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRI TPA SERVICES, LLC | — | TALLAHASSEE, FL | TPA | $10K | — |
