Jennifer Shackleford signed SBC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SBC, Inc.'s EIN is 81-0540152.
Download the official 2024 Form 5500 (PDF) for SBC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SBC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| EMPOWER RETIREMENT ADVISORY SERVICE | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISOR | — | AUSTIN, TX | OTHER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANNAH M BRANDT LLC DBA UPA | — | BOZEMAN, MT | CONTRACT ADMIN | $9K | — |
