Karen Gabaldon signed Sachem, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sachem, Inc.'s EIN is 74-2286932.
Download the official 2024 Form 5500 (PDF) for Sachem, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sachem, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY | 33-0818667 | — | INVESTMENT ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $8.7M | 20.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $6.3M | 14.7% | |
| American Funds American Balanced Fund R6 Mutual fund | Mutual Funds | — | — | $4.3M | 9.9% | |
| MFS GROWTH EQUITY S GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $4.1M | 9.5% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $2.7M | 6.4% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $2.1M | 5.0% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 3.4% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $1.3M | 3.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $885K | 2.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $834K | 1.9% | |
| Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $827K | 1.9% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $821K | 1.9% | |
| MFS MID CAP GROWTH S GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $816K | 1.9% | |
| Victory Sycamore Small Company Opportunities Fund R6 Mutual fund | Common Stocks | — | — | $701K | 1.6% | |
| CB INTL GROWTH R3 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $685K | 1.6% | |
| Participant Loans Interest rates: 3.25% - 8.50% - 0 - | Bonds / Notes | — | — | $640K | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $627K | 1.5% | |
| JPMorgan Core Bond Fund R6 Mutual fund | Other securities | — | — | $548K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $502K | 1.2% | |
| Janus Henderson Triton Fund N Mutual fund | Mutual Funds | — | — | $475K | 1.1% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $394K | 0.9% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $390K | 0.9% | |
| Putnam Large Cap Value Trust IA Common/collective trust | Common Collective Trusts | — | — | $382K | 0.9% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $382K | 0.9% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $315K | 0.7% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $240K | 0.6% | |
| DFA Global Real Estate Securities Portfolio Mutual fund | Mutual Funds | — | — | $146K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $103K | 0.2% | |
| BlackRock Inflation Protected Bond Fund K Mutual fund | Other securities | — | — | $85K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $9K | <0.1% |
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 |
|---|---|---|---|---|---|
| MAXWELL LOCKE & RITTER LLP | 74-2900215 | — | ACCOUNTANT/AUDITOR | $29K | — |
