Melissa Pagano signed Sandy Alexander, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sandy Alexander, Inc.'s EIN is 75-0460390.
Download the official 2024 Form 5500 (PDF) for Sandy Alexander, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sandy Alexander, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $87K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund R5E | Mutual Funds | — | — | $5.9M | 18.9% | |
| Vanguard Group Vanguard Target Ret 2025 Fund | Mutual Funds | — | — | $3.9M | 12.5% | |
| T. Rowe Price T Rowe Price Blue Chip Growth | Mutual Funds | — | — | $2.6M | 8.4% | |
| Vanguard Group Vanguard Target Ret 2040 Fund | Mutual Funds | — | — | $2.1M | 6.6% | |
| Vanguard Group Vanguard Target Ret 2035 Fund | Mutual Funds | — | — | $2.1M | 6.6% | |
| Vanguard Group Vanguard Target Ret 2045 Fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| First Eagle First Eagle Global Fund R6 | Other securities | — | — | $1.5M | 4.7% | |
| Vanguard Group Vanguard Target Ret 2030 Fund | Mutual Funds | — | — | $1.4M | 4.3% | |
| BlackRock iShares S&P 500 Index Fund Svc | Common Collective Trusts | — | — | $1.3M | 4.2% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $1.2M | 4.0% | |
| JP Morgan JP Morgan Intrepid Value Fund R6 | Other securities | — | — | $1.2M | 3.8% | |
| METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| PRIMECAP Odyssey Funds PRIMECAP Odyssey Aggr Growth | Mutual Funds | — | — | $956K | 3.1% | |
| Invesco Intl Divsfd Y | Mutual Funds | — | — | $862K | 2.8% | |
| Vanguard Group Vanguard Target Ret 2050 Fund | Mutual Funds | — | — | $427K | 1.4% | |
| Participant Loans Various participant loans - interest rates -0- | Participant loans | — | — | $390K | 1.2% | |
| Fidelity Advisor Fidelity Advisor Total Bd Ins | Mutual Funds | — | — | $374K | 1.2% | |
| Vanguard Group Vanguard Target Ret 2020 Fund | Mutual Funds | — | — | $362K | 1.2% | |
| Calamos Growth & Income Fund A | Other securities | — | — | $324K | 1.0% | |
| JP Morgan JP Morgan Small Cap Equity R5 | Other securities | — | — | $293K | 0.9% | |
| Vanguard Group Vanguard Target Ret 2060 Fund | Mutual Funds | — | — | $249K | 0.8% | |
| Vanguard Group Vanguard Target Ret Income Fund | Mutual Funds | — | — | $201K | 0.6% | |
| Goldman Sachs Goldman Sachs Small Cap Val IR | Other securities | — | — | $161K | 0.5% | |
| BlackRock iShares Russell MC Index Inv A | Other securities | — | — | $141K | 0.5% | |
| American Century American Cent Mid Cap Value R6 | Other securities | — | — | $138K | 0.4% | |
| Vanguard Group Vanguard Target Ret 2055 Fund | Mutual Funds | — | — | $135K | 0.4% | |
| BlackRock iShares Russell 2000 SC Idx K | Common Collective Trusts | — | — | $131K | 0.4% | |
| Fidelity Investments Fidelity International Idx Fund | Common Collective Trusts | — | — | $123K | 0.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $89K | 0.3% | |
| JP Morgan JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $73K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Est Sec R | Other securities | — | — | $23K | <0.1% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $22K | <0.1% | |
| Eaton Vance Eaton Vance High Inc Opp A | Common Stocks | — | — | $16K | <0.1% | |
| Columbia Threadneedle Columbia Overseas Value Int3 | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
