Yvonne Dawson signed Strand Systems Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strand Systems Engineering, Inc.'s EIN is 75-1635236.
Download the official 2024 Form 5500 (PDF) for Strand Systems Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strand Systems Engineering, Inc.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASTORIA STRATEGIC WEALTH, INC. | 74-2957940 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 15.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $953K | 11.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $837K | 10.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $717K | 8.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $393K | 4.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $372K | 4.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $338K | 4.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $328K | 4.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $275K | 3.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $269K | 3.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $261K | 3.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $228K | 2.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $219K | 2.7% | |
| AMC GLOBAL GOLD A | Registered Investment Companies | — | — | $204K | 2.5% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $202K | 2.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $185K | 2.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $177K | 2.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $164K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $160K | 2.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $99K | 1.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $95K | 1.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $94K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $81K | 1.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $47K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $37K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $36K | 0.4% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $26K | 0.3% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $15K | 0.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $11K | 0.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $11K | 0.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $10K | 0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD SHRT TRM TREASURY ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $7K | <0.1% | |
| DFA INTL SMALL CAP GR INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
