Michelle Kahley signed The Sedona Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Sedona Group, Ltd.'s EIN is 83-2397719.
Download the official 2024 Form 5500 (PDF) for The Sedona Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Sedona Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab | Mutual Funds | — | — | $2.2M | 13.0% | |
| American Funds | Mutual Funds | — | — | $2.2M | 12.8% | |
| Nuveen | Mutual Funds | — | — | $1.4M | 8.2% | |
| Nuveen | Mutual Funds | — | — | $1.3M | 7.3% | |
| Nuveen | Mutual Funds | — | — | $1.1M | 6.6% | |
| Nuveen | Mutual Funds | — | — | $795K | 4.6% | |
| Nuveen | Mutual Funds | — | — | $698K | 4.1% | |
| Nuveen | Mutual Funds | — | — | $661K | 3.8% | |
| Nuveen | Mutual Funds | — | — | $595K | 3.5% | |
| Vanguard | Mutual Funds | — | — | $570K | 3.3% | |
| Fidelity Investments | Mutual Funds | — | — | $523K | 3.0% | |
| Vanguard | Mutual Funds | — | — | $419K | 2.4% | |
| Nuveen | Mutual Funds | — | — | $416K | 2.4% | |
| Schwab | Mutual Funds | — | — | $389K | 2.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $368K | 2.1% | |
| Federated | Other securities | — | — | $350K | 2.0% | |
| Vanguard | Mutual Funds | — | — | $306K | 1.8% | |
| American Funds | Mutual Funds | — | — | $300K | 1.7% | |
| Invesco | Mutual Funds | — | — | $293K | 1.7% | |
| Allspring Global | Other securities | — | — | $269K | 1.6% | |
| Nuveen | Mutual Funds | — | — | $253K | 1.5% | |
| Schwab | Mutual Funds | — | — | $223K | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $212K | 1.2% | |
| Nuveen | Mutual Funds | — | — | $201K | 1.2% | |
| Nuveen | Mutual Funds | — | — | $175K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $149K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $145K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $144K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $140K | 0.8% | |
| Alliance Berstein | Other securities | — | — | $109K | 0.6% | |
| Participant Loans | Participant loans | — | — | $102K | 0.6% | |
| Allspring Global | Other securities | — | — | $87K | 0.5% | |
| BlackRock | Other securities | — | — | $64K | 0.4% | |
| Nuveen | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
