VU TRAN signed Sagility Operations Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sagility Operations Inc.'s EIN is 82-4313508.
Download the official 2024 Form 5500 (PDF) for Sagility Operations Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sagility Operations Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $194K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANT | $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.
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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $351K | — |
| SIDE BY SIDE FINANCIALS, INC. | 27-3232902 | — | CONTRACT ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.2M | 19.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.2M | 13.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.1M | 9.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6557574 / PN 004 | Common Collective Trust | — | — | $2.4M | 7.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.3M | 7.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 4.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6557574 / PN 009 | Common Collective Trust | — | — | $1.3M | 4.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| Vanguard Group Registered Investment Company Vanguard Windsor Admiral Fund | Mutual Funds | — | — | $1.1M | 3.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $865K | 2.8% | |
| PRIN LIFETIME HYBR CIT Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $776K | 2.5% | |
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | Common Stocks | — | — | $649K | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $501K | 1.6% | |
| BlackRock Registered Investment Company BlackRock HY Bond Inst Fund | Common Stocks | — | — | $497K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $435K | 1.4% | |
| PGIM Investments Registered Investment Company PGIM Total Ret Bond Z Fund | U.S. Treasuries | — | — | $434K | 1.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $430K | 1.4% | |
| Participant Loans Maturing thru 2029 at rates from 4.25% to 9.50% | Bonds / Notes | — | — | $286K | 0.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $277K | 0.9% | |
| Vanguard Group Registered Investment Company Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $269K | 0.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $239K | 0.8% | |
| Franklin Templeton Investments Registered Investment Company Franklin Sm Cap Value Adv Fund | Mutual Funds | — | — | $221K | 0.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $207K | 0.7% | |
| The American Funds Registered Investment Company America Funds NewWorld Fund - | Mutual Funds | — | — | $188K | 0.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $165K | 0.5% | |
| Hartford Mutual Funds Registered Investment Company Hartford Midcap Y Fund | Common Stocks | — | — | $90K | 0.3% | |
| MFS Investment Management Registered Investment Company MFS Intl Intrinsic Value R6 Fund | Mutual Funds | — | — | $80K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $17K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $17K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) 90,413.9180,209.75 | Other securities | — | — | $14K | <0.1% |
