Valari Regan signed Sagent Lending Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sagent Lending Technologies' EIN is 82-4498861.
Download the official 2024 Form 5500 (PDF) for Sagent Lending Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sagent Lending Technologies' plan includes ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHANO SLACK LLC | 16-1710665 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $8.0M | 13.1% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $5.2M | 8.4% | |
| Vanguard TargetRetirement2035 Fund | Mutual Funds | — | — | $4.6M | 7.4% | |
| Vanguard U.S. Growth Fund Admiral Shares | Mutual Funds | — | — | $4.2M | 6.8% | |
| Vanguard TargetRetirement2045 Fund | Mutual Funds | — | — | $4.1M | 6.6% | |
| Vanguard TargetRetirement2030 Fund | Mutual Funds | — | — | $4.0M | 6.5% | |
| Vanguard TargetRetirement2040 Fund | Mutual Funds | — | — | $3.6M | 5.9% | |
| Vanguard TargetRetirement2025 Fund | Mutual Funds | — | — | $3.5M | 5.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.9M | 4.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.6M | 4.2% | |
| Vanguard Cash Resetve Federal MM Fund Admiral Shares | Mutual Funds | — | — | $2.3M | 3.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.3M | 3.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.2M | 3.6% | |
| Vanguard TargetRetirement2055 Fund | Mutual Funds | — | — | $2.0M | 3.3% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $2.0M | 3.2% | |
| Vanguard Russell 1000 Value Index Fund: Institutional Shares | Common Collective Trusts | — | — | $1.9M | 3.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.6M | 2.5% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $915K | 1.5% | |
| Vanguard TargetRetirement2020 Fund | Mutual Funds | — | — | $887K | 1.4% | |
| Notes Receivable from Participants | Other securities | — | — | $493K | 0.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $441K | 0.7% | |
| American Beacon Small Cap Value Fund; R6 Class | Other securities | — | — | $423K | 0.7% | |
| Vanguard TargetRetirement2060 Fund | Mutual Funds | — | — | $386K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $72K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.