Shirl Hensel signed Sam DONG America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sam DONG America, Inc.'s EIN is 81-0960137.
Download the official 2024 Form 5500 (PDF) for Sam DONG America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sam DONG America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANS INC | 90-0734163 | — | ADVISOR | $20K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FRDM BLD 2030 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 17.6% | |
| GABELLI US MM I Money Market | Cash / Money Market | — | — | $574K | 8.0% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $492K | 6.8% | |
| FID FRDM BLD 2050 K6 Mutual Fund | Mutual Funds | — | — | $459K | 6.4% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $395K | 5.5% | |
| COL DIVIDEND INC I3 Mutual Fund | Common Stocks | — | — | $367K | 5.1% | |
| PIM RAE US SM I Mutual Fund | Other securities | — | — | $348K | 4.8% | |
| DFA INTL HI RL PF IS Mutual Fund | Mutual Funds | — | — | $311K | 4.3% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $293K | 4.1% | |
| FID SMALL CAP GR K6 Mutual Fund | Mutual Funds | — | — | $272K | 3.8% | |
| FID EMERGING MKTS K Mutual Fund | Mutual Funds | — | — | $227K | 3.1% | |
| FID FRDM BLD 2035 K6 Mutual Fund | Mutual Funds | — | — | $192K | 2.7% | |
| FID FRDM BLD 2040 K6 Mutual Fund | Mutual Funds | — | — | $186K | 2.6% | |
| ARSTL STRAT INC I Mutual Fund | Common Stocks | — | — | $184K | 2.6% | |
| DFA INTL SMALL CO I Mutual Fund | Mutual Funds | — | — | $173K | 2.4% | |
| DFA REAL EST SEC I Mutual Fund | Mutual Funds | — | — | $158K | 2.2% | |
| AF NEW PERSPECT R6 Mutual Fund | Other securities | — | — | $158K | 2.2% | |
| FID FRDM BLD 2045 K6 Mutual Fund | Mutual Funds | — | — | $152K | 2.1% | |
| FID FRDM BLD 2020 K6 Mutual Fund | Mutual Funds | — | — | $147K | 2.0% | |
| FID FRDM BLD 2055 K6 Mutual Fund | Mutual Funds | — | — | $113K | 1.6% | |
| AF BOND FD AMER R6 Mutual Fund | Other securities | — | — | $111K | 1.5% | |
| Notes receivable from participants Outstanding participant loans (maturing January $ - | Participant loans | — | — | $104K | 1.4% | |
| AF HIGH INCOME R6 Mutual Fund | Other securities | — | — | $88K | 1.2% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $82K | 1.1% | |
| JPM CORPORATE BND R6 Mutual Fund | Other securities | — | — | $77K | 1.1% | |
| FID FRDM BLD 2060 K6 Mutual Fund | Mutual Funds | — | — | $52K | 0.7% | |
| J H GLB TECH INNV N Mutual Fund | Other securities | — | — | $48K | 0.7% | |
| FID FRDM BLD 2065 K6 Mutual Fund | Mutual Funds | — | — | $42K | 0.6% | |
| CASH AND CASH EQUIVALENTS Cash and Cash Equivalents | Cash / Money Market | — | — | $28K | 0.4% | |
| MM SMALL CAP OPP I Mutual Fund | Other securities | — | — | $26K | 0.4% | |
| FID DIVERSIFD INTL K Mutual Fund | Mutual Funds | — | — | $26K | 0.4% | |
| FID FRDM BLD 2025 K6 Mutual Fund | Mutual Funds | — | — | $18K | 0.3% | |
| FID FRDM BLD INC K6 Mutual Fund | Mutual Funds | — | — | $15K | 0.2% | |
| VANG HLTHCARE IDX AD Mutual Fund | Common Collective Trusts | — | — | $15K | 0.2% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $9K | 0.1% | |
| JPM MID CAP GRTH R6 Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
