Robert Slattery signed Slatts Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Slatts Group, LLC's EIN is 82-2600822.
Download the official 2024 Form 5500 (PDF) for Slatts Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Slatts Group, 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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | OTHER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Retirement | Other securities | — | — | $8.7M | 47.8% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $1.1M | 6.1% | |
| MFS Value A | Mutual Funds | — | — | $748K | 4.1% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $711K | 3.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $573K | 3.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $536K | 2.9% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $534K | 2.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $491K | 2.7% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $436K | 2.4% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $412K | 2.3% | |
| Touchstone Mid Cap Growth Institutional | Other securities | — | — | $361K | 2.0% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $342K | 1.9% | |
| Harbor Small Cap Value Retirement | Other securities | — | — | $342K | 1.9% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $296K | 1.6% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $231K | 1.3% | |
| T. Rowe Price New Horizons I | Other securities | — | — | $230K | 1.3% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | — | $205K | 1.1% | |
| Neuberger Berman Sustainable Equity R6 | Other securities | — | — | $189K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $171K | 0.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $169K | 0.9% | |
| Diamond Hill Small Cap Fund A | Other securities | — | — | $167K | 0.9% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $167K | 0.9% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $152K | 0.8% | |
| Oppenheimer Developing Markets I | Mutual Funds | — | — | $151K | 0.8% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $149K | 0.8% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $139K | 0.8% | |
| Fidelity International Index | Mutual Funds | — | — | $111K | 0.6% | |
| Nuance Mid Cap Value Growth | Other securities | — | — | $103K | 0.6% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $97K | 0.5% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $54K | 0.3% | |
| Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% - | Bonds / Notes | — | — | $50K | 0.3% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $48K | 0.3% | |
| T. Rowe Price Retirement Balanced I | Other securities | — | — | $16K | <0.1% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
