Joseph Damiano signed SAX LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAX LLP's EIN is 81-2950760.
Download the official 2024 Form 5500 (PDF) for SAX LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAX LLP'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $11.4M | 14.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $10.3M | 13.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $10.3M | 13.4% | |
| Fidelity Investments | Mutual Funds | — | — | $9.4M | 12.1% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $6.6M | 8.6% | |
| Fidelity Investments | Mutual Funds | — | — | $5.9M | 7.6% | |
| Vanguard Group | Mutual Funds | — | — | $5.5M | 7.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.9M | 5.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $3.9M | 5.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $3.6M | 4.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.6M | 4.6% | |
| Fidelity Investments | Mutual Funds | — | — | $2.5M | 3.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $2.4M | 3.1% | |
| Fidelity Investments | Mutual Funds | — | — | $2.2M | 2.9% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $2.0M | 2.6% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.7M | 2.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.7M | 2.3% | |
| Vanguard Group | Mutual Funds | — | — | $1.6M | 2.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.5M | 2.0% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $1.4M | 1.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| PGIM Investments | Other securities | — | — | $842K | 1.1% | |
| The American Funds | Mutual Funds | — | — | $841K | 1.1% | |
| Vanguard Group | Mutual Funds | — | — | $740K | 1.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $520K | 0.7% | |
| Vanguard Group | Mutual Funds | — | — | $470K | 0.6% | |
| Vanguard Group | Mutual Funds | — | — | $334K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
