Maritza Jarbath signed SATO America, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SATO America, LLC's EIN is 77-0139314.
Download the official 2024 Form 5500 (PDF) for SATO America, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SATO America, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.8M | 17.3% | |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 8.7% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.9M | 6.7% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 6.5% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.3M | 4.7% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.5% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $979K | 3.5% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $937K | 3.4% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $809K | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $781K | 2.8% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $730K | 2.6% | |
| Capital Appreciation Sep Acct+ Pooled Separate Accounts | Pooled Separate Accounts | — | — | $724K | 2.6% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $724K | 2.6% | |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $685K | 2.5% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $596K | 2.2% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $594K | 2.1% | |
| PGIM High Yield A Fund Mutual Funds | Other securities | — | — | $546K | 2.0% | |
| Amer Funds SMCAP World R4 Fund Mutual Funds | Other securities | — | — | $503K | 1.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $401K | 1.4% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $370K | 1.3% | |
| Participant Loans Interest Rate (4.25% to 9.50%) | Bonds / Notes | — | — | $289K | 1.0% | |
| Secs Sep Acct+ Pooled Separate Accounts 72 * Diversified Intl Sep Acct+ Pooled Separate Accounts | Real Estate | — | — | $286K | 1.0% | |
| PRIN DIV INTL SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $286K | 1.0% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $281K | 1.0% | |
| SAM Conser Bal Sep Acct+ Pooled Separate Accounts | Pooled Separate Accounts | — | — | $183K | 0.7% | |
| PRIN SAM CONS BALANCED SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $183K | 0.7% | |
| Victory RS Sm Cap Growth A Fd Mutual Funds | Other securities | — | — | $179K | 0.6% | |
| BlackRock Inflation Prot Sep Acct+ Pooled Separate Accounts | Pooled Separate Accounts | — | — | $164K | 0.6% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $164K | 0.6% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $155K | 0.6% | |
| SmallCap Separate Accont+ Pooled Separate Accounts | Pooled Separate Accounts | — | — | $133K | 0.5% | |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $133K | 0.5% | |
| PRIN SAM CONS GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $115K | 0.4% | |
| Loomis Sayles GloBnd Retail Fd Mutual Funds | Other securities | — | — | $114K | 0.4% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $106K | 0.4% | |
| SAM Flex Inc Sep Acct+ Pooled Separate Accounts | Pooled Separate Accounts | — | — | $56K | 0.2% | |
| PRIN SAM FLEXIBLE INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $56K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $41K | 0.1% | |
| PRIN GLBL EM MKT SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $31K | 0.1% | |
| PRIN SAM BALANCED SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $29K | 0.1% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $10K | <0.1% | |
| Columbia Strat Income A Fund Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $976 | <0.1% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $72 | <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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
