Jennifer Lawerence signed Situsamc Holdings Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Situsamc Holdings Corp.'s EIN is 84-2147948.
Download the official 2024 Form 5500 (PDF) for Situsamc Holdings Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Situsamc Holdings Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $225K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MBG RETIREMENT | — | HOUSTON, TX | NONE | $70K | — |
| MCCONNELL AND JONES | — | HOUSTON, TX | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $26.2M | 12.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $25.0M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $18.5M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $18.1M | 8.7% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.1M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $15.8M | 7.6% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | Other securities | — | — | $12.7M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $11.3M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.5M | 4.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $9.4M | 4.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.1M | 2.0% | |
| VANGUARD WINDSOR II ADMIRAL Mutual Fund | Mutual Funds | — | — | $3.4M | 1.6% | |
| VANGUARD SMALL CAP INDEX, ADM Mutual Fund | Mutual Funds | — | — | $3.3M | 1.6% | |
| VANGUARD MID-CAP IND- ADMIRAL Mutual Fund | Mutual Funds | — | — | $3.2M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| MFS MID CAP GROWTH R6 Mutual Fund | Mutual Funds | — | — | $2.6M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.0% | |
| VANGUARD TTL INT STOCK IND ADM Mutual Fund | Mutual Funds | — | — | $2.2M | 1.0% | |
| VANGUARD INTERM TERM BOND IND Mutual Fund | Mutual Funds | — | — | $2.1M | 1.0% | |
| VANGUARD WELLINGTON FUND Mutual Fund | Mutual Funds | — | — | $2.1M | 1.0% | |
| VANGUARD REIT INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $2.0M | 1.0% | |
| VANGUARD MID CAP VALUE IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.7M | 0.8% | |
| AMERICAN NEW WORLD R6 Mutual Fund | Other securities | — | — | $1.4M | 0.7% | |
| VANGUARD SMALL CAP VAL IND ADM Mutual Fund | Mutual Funds | — | — | $1.3M | 0.6% | |
| PIMCO INCOME INSTL Mutual Fund | Mutual Funds | — | — | $1.3M | 0.6% | |
| VANGUARD INF PROTECTED SEC Mutual Fund | Mutual Funds | — | — | $1.2M | 0.6% | |
| PGIM HIGH-YIELD R6 Mutual Fund | Other securities | — | — | $1.1M | 0.5% | |
| INTERNATIONAL GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| AB SMALL CAP GROWTH Z Mutual Fund | Other securities | — | — | $1.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $572K | 0.3% | |
| T ROWE PRICE GOVERNMT MONEY I Mutual Fund | Mutual Funds | — | — | $540K | 0.3% | |
| DODGE & COX GLOBAL BOND I Mutual Fund | Mutual Funds | — | — | $439K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $161K | <0.1% | |
| T. ROWE PRICE RETIREMENT BAL TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $117K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $24K |
| — |
