Chris McCoy, CFO signed Selerix Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Selerix Systems, Inc.'s EIN is 80-0236699.
Download the official 2024 Form 5500 (PDF) for Selerix Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Selerix Systems, 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 |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 61-2025474 | LEXINTON, KY | CONTRACT ADMINISTRATOR | $1K | — |
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 500 Index Fund-Admiral Mutual fund | Common Collective Trusts | — | — | $2.8M | 23.8% | |
| Vanguard Interim-Term Bond Index Admiral Mutual fund | Mutual Funds | — | — | $1.7M | 14.1% | |
| Vanguard Value Index-Admiral Mutual fund | Mutual Funds | — | — | $1.6M | 13.5% | |
| UNIFIED TRUST STABLE VALUE FUND UNIFIED TRUST STABLE VALUE MASTER TRUST · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $1.6M | 13.3% | |
| Vanguard Growth Index Admiral Mutual fund | Mutual Funds | — | — | $871K | 7.4% | |
| DFA Large Cap International I Mutual fund | Mutual Funds | — | — | $579K | 4.9% | |
| Vanguard Mid Cap Index-Admiral Mutual fund | Mutual Funds | — | — | $432K | 3.7% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | Mutual Funds | — | — | $402K | 3.4% | |
| Vanguard International Value Fund Mutual fund | Mutual Funds | — | — | $392K | 3.3% | |
| With varying maturity dates through 2054 and interest rates ranging from * Notes receivable from participants 3.25% to 8.50% | Bonds / Notes | — | — | $364K | 3.1% | |
| Vanguard Small Cap Index Admiral Mutual fund | Mutual Funds | — | — | $233K | 2.0% | |
| PIMCO Commodity Real Ret Strat Admin Mutual fund ** 859 American Funds US Government Sec R6 Mutual fund | Mutual Funds | — | — | $211K | 1.8% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual fund | Mutual Funds | — | — | $199K | 1.7% | |
| DFA Emerging Markets I Mutual fund | Mutual Funds | — | — | $197K | 1.7% | |
| DFA US Targeted Value Mutual fund | Mutual Funds | — | — | $116K | 1.0% | |
| Vanguard REIT Index Admiral Mutual fund | Mutual Funds | — | — | $95K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund | Mutual Funds | — | — | $63K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
