Karen Pence signed SA Support Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SA Support Services, Inc.'s EIN is 84-2001593.
Download the official 2024 Form 5500 (PDF) for SA Support Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SA Support Services, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | — | $1.8M | 14.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 14.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 13.7% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $1.5M | 12.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 12.4% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $1.3M | 10.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 10.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 9.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 9.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $944K | 7.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $474K | 3.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $427K | 3.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $295K | 2.4% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | — | $293K | 2.3% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $290K | 2.3% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $260K | 2.1% | |
| Loomis Sayles Core Pls Bd N Fd | Other securities | — | $0 | $233K | 1.9% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | — | $151K | 1.2% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $130K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $64K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $45K | 0.4% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | — | $45K | 0.4% | |
| JanusHenderson Triton N | Other securities | — | $0 | $29K | 0.2% | |
| Columbia Div Income I3 Fund | Other securities | — | $0 | $25K | 0.2% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | — | $24K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $22K | 0.2% | |
| Amer Century Emerg Mkts R6 Fd | Other securities | — | $0 | $19K | 0.2% | |
| First Eagle Overseas R6 Fund | Other securities | — | $0 | $10K | <0.1% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | — | $9K | <0.1% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $9K | <0.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $7K | <0.1% | |
| Participant Loans | Participant loans | — | — | $260 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $260 | <0.1% |
