Syndie LY signed SG Homecare Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SG Homecare Inc.'s EIN is 77-0573175.
Download the official 2022 Form 5500 (PDF) for SG Homecare Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)SG Homecare Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $440 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Van LifeStrat Conserv Gr Mutual Funds | Other securities | — | — | $123K | 45.3% | |
| Vanguard LifeStrat Mod Growth Mutual Funds | Mutual Funds | — | — | $56K | 20.8% | |
| Fid 500 Ind Fund Mutual Funds | Mutual Funds | — | — | $25K | 9.3% | |
| Vanguard Federal Mm Inv Mutual Funds | Mutual Funds | — | — | $13K | 4.8% | |
| Fid Small Cap Index Mutual Funds | Mutual Funds | — | — | $10K | 3.6% | |
| Fid Mid Cap Index Mutual Funds | Mutual Funds | — | — | $9K | 3.3% | |
| Western Asset Core Bond Mutual Funds | Other securities | — | — | $9K | 3.2% | |
| Fid Total International Index Mutual Funds | Mutual Funds | — | — | $7K | 2.7% | |
| Fid US Bond Ind Mutual Funds | Mutual Funds | — | — | $7K | 2.5% | |
| Carillon Scout Mid Cap Mutual Funds | Other securities | — | — | $4K | 1.5% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $4K | 1.4% | |
| Vanguard LifeStrategy Growth Mutual Funds | Mutual Funds | — | — | $3K | 0.9% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.9% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 0.9% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | 0.9% | |
| HARTFORD CORE EQUITY FUND R6 659 REGISTERED INVESTMENT COMPANY DELAWARE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $1K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
