SARA Sandusky signed Sage Hospitality Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sage Hospitality Resources, LLC's EIN is 84-1273343.
Download the official 2024 Form 5500 (PDF) for Sage Hospitality Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sage Hospitality Resources, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $136K | — |
| SECURIAN FINANCIAL SERVICES, INC | 41-1486060 | — | CONTRACT ADMINISTRATOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $52.8M | 65.0% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $9.2M | 11.4% | |
| Nuveen TIAA Lifecycle Index 2050 Retirement Fund | Mutual Funds | — | — | $8.5M | 10.4% | |
| Nuveen TIAA Lifecycle Index 2035 Retirement Fund | Mutual Funds | — | — | $8.3M | 10.2% | |
| Nuveen TIAA Lifecycle Index 2045 Retirement Fund | Mutual Funds | — | — | $7.7M | 9.5% | |
| Nuveen TIAA Lifecycle Index 2040 Retirement Fund | Mutual Funds | — | — | $7.6M | 9.3% | |
| Nuveen TIAA Lifecycle Index 2030 Retirement Fund | Mutual Funds | — | — | $7.0M | 8.6% | |
| Nuveen TIAA Lifecycle Index 2055 Retirement Fund | Mutual Funds | — | — | $5.8M | 7.1% | |
| Fidelity Investments Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $4.4M | 5.5% | |
| Nuveen TIAA Lifecycle Index 2025 Retirement Fund | Mutual Funds | — | — | $3.3M | 4.0% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $1.6M | 2.0% | |
| Nuveen TIAA Lifecycle Index 2060 Retirement Fund | Mutual Funds | — | — | $1.6M | 2.0% | |
| Putnam Investments Putnam Large Cap Value Fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| Principal** Principal MidCap Growth Fund III | Other securities | — | — | $1.4M | 1.7% | |
| MORLEY STABLE VAL CL 18-V FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| Nuveen TIAA Lifecycle Index 2020 Retirement Fund | Mutual Funds | — | — | $1.2M | 1.5% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $1.1M | 1.3% | |
| Nuveen TIAA Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $1.1M | 1.3% | |
| Capital Research Management American Funds EuroPacific Growth | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Value Fund | Mutual Funds | — | — | $990K | 1.2% | |
| ranging through May 2033 - | Other securities | — | — | $848K | 1.0% | |
| Nuveen TIAA Lifecycle Index 2065 Retirement Fund | Mutual Funds | — | — | $813K | 1.0% | |
| Victory Capital Management Victory Sycamore Established Value Fund | Other securities | — | — | $784K | 1.0% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $750K | 0.9% | |
| Capital Research Management American Funds New World Fund | Mutual Funds | — | — | $738K | 0.9% | |
| Victory Capital Management Victory Core Plus Intermediate Bond Fund | Other securities | — | — | $600K | 0.7% | |
| Principal** Principal Real Estate Sec A | Other securities | — | — | $518K | 0.6% | |
| Fidelity Investments Fidelity Advisor Strategic Income Fund | Mutual Funds | — | — | $496K | 0.6% | |
| Victory Capital Management Victory Government Securities Fund | Other securities | — | — | $326K | 0.4% | |
| PGIM Investments PGIM High Yield | Other securities | — | — | $290K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $212K | 0.3% | |
| Vanguard Group Vanguard Explorer Fund | Mutual Funds | — | — | $188K | 0.2% | |
| (E) | Other securities | — | — | $95K | 0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $95K | 0.1% | |
| Nuveen TIAA Lifecycle Index 2010 Retirement Fund | Mutual Funds | — | — | $9K | <0.1% | |
| (E) | Other securities | — | — | $9K | <0.1% | |
| MASTER SEPERATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIRST WESTERN TRUST |
| 11-1000554 |
| — |
| INVESTMENT ADVISORY |
| $45K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN,PLLC | 38-1357951 | — | ACCOUNTANT | $25K | — |
