SARA Jauer signed Solutions Shared Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solutions Shared Services Inc.'s EIN is 81-3486598.
Download the official 2024 Form 5500 (PDF) for Solutions Shared Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solutions Shared Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $104K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Yourpath American Century State Street Global Advisors 2035 Moderate | Other securities | — | — | $2.8M | 12.8% | |
| Yourpath American Century State Street Global Advisors 2050 Moderate | Other securities | — | — | $2.6M | 11.9% | |
| Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $2.2M | 10.0% | |
| Yourpath American Century State Street Global Advisors 2025 Moderate | Other securities | — | — | $1.7M | 8.1% | |
| Yourpath American Century State Street Global Advisors 2030 Moderate | Other securities | — | — | $1.7M | 8.0% | |
| Yourpath American Century State Street Global Advisors 2055 Moderate | Other securities | — | — | $1.7M | 7.8% | |
| Yourpath American Century State Street Global Advisors 2045 Moderate | Other securities | — | — | $1.7M | 7.8% | |
| Lincoln Stable Value Account -Lngpa | Stable Value | — | — | $1.5M | 6.7% | |
| Yourpath American Century State Street Global Advisors 2020 Moderate | Other securities | — | — | $1.2M | 5.5% | |
| Yourpath American Century State Street Global Advisors 2040 Moderate | Other securities | — | — | $934K | 4.3% | |
| American Funds American Balanced Class R6 | Mutual Funds | — | — | $655K | 3.0% | |
| Yourpath American Century State Street Global Advisors 2050 Grow th | Other securities | — | — | $487K | 2.2% | |
| Yourpath American Century State Street Global Advisors 2030 Grow th | Other securities | — | — | $413K | 1.9% | |
| Yourpath American Century State Street Global Advisors 2035 Grow th | Other securities | — | — | $411K | 1.9% | |
| Yourpath American Century State Street Global Advisors 2060 Moderate | Other securities | — | — | $399K | 1.8% | |
| Mfs Grow th Class R6 | Mutual Funds | — | — | $397K | 1.8% | |
| Yourpath American Century State Street Global Advisors 2060 Grow th | Other securities | — | — | $286K | 1.3% | |
| Invesco Diversified Dividend Class R6 | Mutual Funds | — | — | $241K | 1.1% | |
| Mfs Mid Cap Grow th Class R6 | Mutual Funds | — | — | $241K | 1.1% | |
| Vanguard Selected Value Investor Shares | Mutual Funds | — | — | $173K | 0.8% | |
| Notes Receivable from Participants | Other securities | — | — | $160K | 0.7% | |
| Schw ab Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $140K | 0.6% | |
| Mfs Massachusetts Investors Trust Class R6 | Mutual Funds | — | — | $133K | 0.6% | |
| Vanguard International Value Investor Shares | Mutual Funds | — | — | $125K | 0.6% | |
| Yourpath American Century State Street Global Advisors 2015 Moderate | Other securities | — | — | $119K | 0.6% | |
| Dfa Us Small Cap Value Institutional Class | Mutual Funds | — | — | $114K | 0.5% | |
| Pgim Jennison Small Company Class R6 | Common Stocks | — | — | $93K | 0.4% | |
| American Funds Capital World Grow th And Income Class R6 | Mutual Funds | — | — | $89K | 0.4% | |
| Vanguard Inflation Protected Securities Admiral Shares | Mutual Funds | — | — | $70K | 0.3% | |
| Invesco Oppenheimer International Grow th Class R6 | Mutual Funds | — | — | $65K | 0.3% | |
| Federated Government Ultrashort Duration Class R6 | Other securities | — | — | $49K | 0.2% | |
| Pimco Commodityrealreturn Strategy Institutional Class | Mutual Funds | — | — | $43K | 0.2% | |
| Vanguard Emerging Markets Stock Index Admiral Shares | Mutual Funds | — | — | $40K | 0.2% | |
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $39K | 0.2% | |
| Vanguard Real Estate Index Admiral Shares | Mutual Funds | — | — | $34K | 0.2% | |
| American Funds International Grow th And Income Class R6 | Mutual Funds | — | — | $28K | 0.1% | |
| Pimco Income Institutional Class | Mutual Funds | — | — | $24K | 0.1% | |
| Yourpath American Century State Street Global Advisors 2010 Moderate | Other securities | — | — | $18K | <0.1% | |
| Yourpath American Century State Street Global Advisors 2065 Moderate | Other securities | — | — | $15K | <0.1% | |
| Yourpath American Century State Street Global Advisors 2055 Grow th | Other securities | — | — | $11K | <0.1% | |
| Eaton Vance Income Of Boston Class R6 | Other securities | — | — | $5K | <0.1% | |
| Less: Stable value allocation | Stable Value | — | — | -$1.4M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
