Tiffanie Sterling-Talley signed Samsung SDS America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samsung SDS America, Inc.'s EIN is 77-0453818.
Download the official 2024 Form 5500 (PDF) for Samsung SDS America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samsung SDS America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | SECURITIES BROKER | $530 | — |
| NATIONAL FINANCIAL SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Partners Funds Group Fidelity 500 Index | Common Collective Trusts | — | — | $42.5M | 33.8% | |
| Charles Schwab Institutional Personal Choice Retirement | Self-Directed Brokerage | — | — | $20.6M | 16.4% | |
| Transamerica Partners Funds Group T. Rowe Price Growth Stock | Common Stocks | — | — | $15.4M | 12.2% | |
| Transamerica Partners Funds Group American Funds American Mutual R4 | Mutual Funds | — | — | $5.3M | 4.2% | |
| Transamerica Partners Funds Group Fidelity US Bond Index | Mutual Funds | — | — | $4.9M | 3.9% | |
| Transamerica Partners Funds Group Dodge & Cox Income | Mutual Funds | — | — | $4.3M | 3.4% | |
| Transamerica Partners Funds Group Allspring Spec SmCp Val I | Common Stocks | — | — | $3.2M | 2.6% | |
| Transamerica Capital, Inc.* High Yield Bond R4 | Common Stocks | — | — | $2.8M | 2.2% | |
| Transamerica Partners Funds Group Fidelity Extended Market Index | Mutual Funds | — | — | $2.3M | 1.9% | |
| Transamerica Capital, Inc.* International Equity R4 | Common Stocks | — | — | $1.8M | 1.4% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.7M | 1.4% | |
| Participant Loans* Interest Rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.3M | 1.1% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.3M | 1.0% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.3M | 1.0% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.3M | 1.0% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2045 | Mutual Funds | — | — | $962K | 0.8% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2055 | Mutual Funds | — | — | $809K | 0.6% | |
| Transamerica Partners Funds Group Fidelity Total Intl Index | Mutual Funds | — | — | $802K | 0.6% | |
| Transamerica Partners Funds Group Vanguard Target Retirement Income | Mutual Funds | — | — | $597K | 0.5% | |
| Transamerica Partners Funds Group Janus Henderson Triton I | Mutual Funds | — | — | $541K | 0.4% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $295K | 0.2% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2025 | Mutual Funds | — | — | $276K | 0.2% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2060 | Mutual Funds | — | — | $255K | 0.2% | |
| Transamerica Partners Funds Group State Street Instl US Govt MMK Premier | Common Stocks | — | — | $85K | <0.1% | |
| Transamerica Partners Funds Group Vanguard Target Retirement 2020 | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
