Staci Atchison signed Silver Eagle Distributors Houston, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silver Eagle Distributors Houston, LLC's EIN is 83-4526800.
Download the official 2024 Form 5500 (PDF) for Silver Eagle Distributors Houston, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silver Eagle Distributors Houston, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $7.1M | 11.4% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $6.7M | 10.9% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $6.6M | 10.7% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $6.2M | 10.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $5.7M | 9.2% | |
| JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $5.2M | 8.4% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $5.1M | 8.2% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $4.0M | 6.5% | |
| JPMorgan SmartRetirement 2060 R6 | Other securities | — | — | $3.8M | 6.1% | |
| Vanguard 500 Index Fund—Admiral | Common Collective Trusts | — | — | $2.3M | 3.7% | |
| Participant loans (interest rates ranging from * Participants 4.25% to 9.50%; maturing through 2029) | Bonds / Notes | — | — | $2.2M | 3.5% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| Vanguard Small Cap Index Fund—Admiral | Common Collective Trusts | — | — | $1.3M | 2.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $698K | 1.1% | |
| MFS Value R6 | Mutual Funds | — | — | $658K | 1.1% | |
| Vanguard Mid Cap Index—Admiral | Mutual Funds | — | — | $567K | 0.9% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $560K | 0.9% | |
| Loomis Stayles Loomis Sayles Small Cap Growth N | Other securities | — | — | $551K | 0.9% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $388K | 0.6% | |
| American Funds American Funds Europacific GR R6 | Mutual Funds | — | — | $223K | 0.4% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $204K | 0.3% | |
| JPMorgan SmartRetirement Income R6 | Other securities | — | — | $130K | 0.2% | |
| Vanguard Total Intl Stock Index—Admiral | Mutual Funds | — | — | $112K | 0.2% | |
| Vanguard Total Bond Market Index—Admiral | Mutual Funds | — | — | $93K | 0.2% | |
| JHancock Disciplined Value Mid Cap R6 | Other securities | — | — | $24K | <0.1% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
