Micki Giardino signed Sashco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sashco, Inc.'s EIN is 84-0647055.
Download the official 2024 Form 5500 (PDF) for Sashco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sashco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $6.7M | 70.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.5M | 26.4% | |
| PUTNAM RETIRE ADVANTAGE TRST 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.6M | 17.2% | |
| PUTNAM RETIRE ADVANTAGE TRST 2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.4M | 14.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.3M | 14.3% | |
| PUTNAM RETIRE ADVANTAGE TRST 2025 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $702K | 7.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $516K | 5.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $438K | 4.7% | |
| PUTNAM RETIRE ADVANTAGE TRST 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $273K | 2.9% | |
| PUTNAM RETIRE ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $237K | 2.5% | |
| [Assets held in participant loans] | Other | — | — | $177K | 1.9% | |
| PUTNAM RETIRE ADVANTAGE TRST 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $152K | 1.6% |
| TULSA, OK |
| INVESTMENT ADVISOR |
| $23K |
| — |
