David Barton signed SDI Stores, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SDI Stores, LLC's EIN is 82-1264751.
Download the official 2023 Form 5500 (PDF) for SDI Stores, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SDI Stores, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $48K | — |
| BERRY, DUNN, MCNEIL & PARKER LLC |
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.
| 01-0523282 |
| — |
| NONE |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Income Fund Fully Benefit-Responsive Investment Contract | Other securities | — | — | $5.0M | 14.6% | |
| T. Rowe Price Blue Chip Growth I Mutual Fund | Other securities | — | — | $4.7M | 13.6% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $4.6M | 13.4% | |
| Principal Lifetime 2030 Instl Mutual Fund | Other securities | — | — | $2.4M | 7.0% | |
| PRUDENTIAL CORE PLUS BOND FUND PGIM INVESTMENTS · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.3M | 6.7% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Mutual Fund | Other securities | — | — | $2.3M | 6.5% | |
| American Funds Europacific Growth R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 6.2% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $2.1M | 6.1% | |
| T. Rowe Price Equity Income I Mutual Fund | Other securities | — | — | $1.8M | 5.3% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | Common Collective Trusts | — | — | $1.3M | 3.8% | |
| T. Rowe Price Mid-Cap Growth I Mutual Fund | Other securities | — | — | $1.2M | 3.4% | |
| Principal Lifetime 2040 Instl Mutual Fund | Other securities | — | — | $862K | 2.5% | |
| Invesco Diversified Dividend R6 Mutual Fund | Mutual Funds | — | — | $827K | 2.4% | |
| Goldman Sachs Small Cap Value R6 Mutual Fund | Other securities | — | — | $563K | 1.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $398K | 1.1% | |
| Principal Lifetime 2020 Instl Mutual Fund | Other securities | — | — | $292K | 0.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Mutual Funds | — | — | $257K | 0.7% | |
| Principal Lifetime 2035 Instl Mutual Fund | Other securities | — | — | $243K | 0.7% | |
| Participant loans Interest rates of 4.25% to 9.25% - | Bonds / Notes | — | — | $220K | 0.6% | |
| Principal Lifetime Strategic Inc Instl Mutual Fund | Common Stocks | — | — | $176K | 0.5% | |
| SA/INVESCO GLOBAL STRATEGY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $171K | 0.5% | |
| Principal Lifetime 2045 Instl Mutual Fund | Other securities | — | — | $159K | 0.5% | |
| Principal Lifetime 2050 Instl Mutual Fund | Other securities | — | — | $146K | 0.4% | |
| Principal Lifetime 2055 Instl Mutual Fund | Other securities | — | — | $120K | 0.3% | |
| Principal Lifetime 2025 Instl Mutual Fund | Other securities | — | — | $98K | 0.3% | |
| Principal Lifetime 2060 Instl Mutual Fund | Other securities | — | — | $53K | 0.2% | |
| Principal Lifetime 2015 Instl Mutual Fund | Other securities | — | — | $50K | 0.1% | |
| Principal Lifetime 2065 Instl Mutual Fund | Other securities | — | — | $30K | <0.1% |
