Dierk Flemming signed Strategic Alpha Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Alpha Inc.'s EIN is 83-3111090.
Download the official 2024 Form 5500 (PDF) for Strategic Alpha Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Alpha Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 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 | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Vanguard Institutional Index Fund Inst'l | Mutual Funds | — | $35K | $16.7M | 25.2% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | $555K | $5.3M | 7.9% | |
| Vanguard Institutional Target Retirement 2035 Fund | Mutual Funds | — | $202K | $4.8M | 7.3% | |
| Vanguard Developed Markets Index Fund Inst'l | Common Collective Trusts | — | $302K | $4.7M | 7.0% | |
| Vanguard Institutional Target Retirement 2050 Fund | Mutual Funds | — | $78K | $3.9M | 5.9% | |
| Vanguard Institutional Target Retirement 2030 Fund | Mutual Funds | — | $95K | $3.6M | 5.4% | |
| Vanguard Emerging Markets Stock Index Fund: Inst'l | Common Collective Trusts | — | $116K | $3.2M | 4.9% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | $29K | $1.9M | 2.9% | |
| Vanguard Institutional Target Retirement 2060 Fund | Mutual Funds | — | $37K | $1.9M | 2.8% | |
| MONEY MARKET FUND * Vanguard Cash Reserves Federal Money Market Fund Admiral | Mutual Funds | — | $1.8M | $1.8M | 2.8% | |
| Vanguard Institutional Target Retirement Income Fund | Mutual Funds | — | $132K | $1.7M | 2.6% | |
| Vanguard Institutional Target Retirement 2040 Fund | Mutual Funds | — | $34K | $1.5M | 2.2% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | $7K | $1.5M | 2.2% | |
| Vanguard Institutional Target Retirement 2020 Fund | Mutual Funds | — | $51K | $1.3M | 2.0% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS * Vanguard Brokerage Option | Self-Directed Brokerage | — | $1.3M | $1.3M | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | $11K | $1.2M | 1.8% | |
| Vanguard Institutional Target Retirement 2055 Fund | Mutual Funds | — | $20K | $1.2M | 1.8% | |
| Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | $60K | $1.2M | 1.8% | |
| Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | $13K | $1.1M | 1.7% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | $3K | $1.0M | 1.6% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | $8K | $907K | 1.4% | |
| Vanguard FTSE All-Word ex-US Small-Cap Index Adm | Mutual Funds | — | $16K | $874K | 1.3% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | $9K | $782K | 1.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral | Mutual Funds | — | $34K | $764K | 1.2% | |
| Vanguard Institutional Target Retirement 2045 Fund | Mutual Funds | — | $16K | $476K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | $4K | $472K | 0.7% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral | Common Collective Trusts | — | $25K | $460K | 0.7% | |
| Vanguard Institutional Target Retirement 2065 Fund | Mutual Funds | — | $8K | $269K | 0.4% | |
| 9.5% with maturities through 2042 | Bonds / Notes | — | — | $205K | 0.3% | |
| Vanguard Institutional Target Retirement 2025 Fund | Mutual Funds | — | $5K | $90K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral 559 | Common Collective Trusts | — | — | $55K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund 630 | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
