Barrett SIMS signed PAK a SAK, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PAK a SAK, Inc.'s EIN is 75-1569150.
Download the official 2024 Form 5500 (PDF) for PAK a SAK, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PAK a SAK, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAPPY STATE BANK | 75-0270470 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $954K | 23.0% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $799K | 19.3% | |
| Vanguard VANG INTM BD IDX ADM | Common Collective Trusts | — | — | $691K | 16.7% | |
| Vanguard VANG DEV MKT IDX ADM | Common Collective Trusts | — | — | $424K | 10.2% | |
| Victory VICT SHORT-TM BND IS | Other securities | — | — | $320K | 7.7% | |
| Vanguard VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $255K | 6.1% | |
| Vanguard VANG HI DIV IDX ADM | Common Collective Trusts | — | — | $217K | 5.2% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $140K | 3.4% | |
| DFA EMERGING MKTS I | Mutual Funds | — | — | $130K | 3.1% | |
| BrandywineGLOBAL BWG CORP CREDIT IS | Common Stocks | — | — | $94K | 2.3% | |
| DFA INTL SM CAP VAL | Mutual Funds | — | — | $91K | 2.2% | |
| Franklin FKLN EM MK DB OP ADV | Mutual Funds | — | — | $34K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
