Sandeep Sayal signed Supplylogic, LLC DBA SLWM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Supplylogic, LLC DBA SLWM's EIN is 84-4489591.
Download the official 2024 Form 5500 (PDF) for Supplylogic, LLC DBA SLWM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Supplylogic, LLC DBA SLWM'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 |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $50K | — |
| NWPS | 91-2090931 | TOWSON, MD | NONE | $43K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date R6 N/R | Mutual Funds | — | — | $3.0M | 11.9% | |
| American Funds 2025 Target Date R6 N/R | Mutual Funds | — | — | $2.4M | 9.5% | |
| American Funds 2045 Target Date R6 N/R | Mutual Funds | — | — | $2.2M | 8.8% | |
| American Funds 2040 Target Date R6 N/R | Mutual Funds | — | — | $2.0M | 8.0% | |
| Putnam Large Cap Growth R6 N/R | Mutual Funds | — | — | $1.9M | 7.4% | |
| American Funds 2035 Target Date R6 N/R | Mutual Funds | — | — | $1.8M | 7.2% | |
| American Funds 2055 Target Date R6 N/R | Mutual Funds | — | — | $1.4M | 5.6% | |
| American Funds New Perspective R6 N/R | Mutual Funds | — | — | $1.3M | 5.2% | |
| American Funds 2050 Target Date R6 N/R | Mutual Funds | — | — | $1.3M | 5.2% | |
| Vanguard Total Stock Mkt Idx Adm N/R | Mutual Funds | — | — | $891K | 3.5% | |
| American Funds American Mutual R6 N/R | Mutual Funds | — | — | $800K | 3.2% | |
| Vanguard 500 Index Adm N/R | Mutual Funds | — | — | $758K | 3.0% | |
| American Funds 2020 Target Date R6 N/R | Mutual Funds | — | — | $705K | 2.8% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $684K | 2.7% | |
| American Funds Amer Balanced R6 N/R | Mutual Funds | — | — | $599K | 2.4% | |
| INTERNATIONAL GROWTH FUND II GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $462K | 1.8% | |
| Invesco Small Cap Growth R6 N/R | Mutual Funds | — | — | $407K | 1.6% | |
| Pioneer Bond K N/R | Mutual Funds | — | — | $369K | 1.5% | |
| American Funds New World R6 N/R | Mutual Funds | — | — | $353K | 1.4% | |
| Vanguard Short Term Bond Index Adm N/R | Mutual Funds | — | — | $269K | 1.1% | |
| PIMCO Income Fund Instl N/R | Mutual Funds | — | — | $242K | 1.0% | |
| American Funds 2060 Target Date R6 N/R | Mutual Funds | — | — | $237K | 0.9% | |
| American Funds 2015 Target Date R6 N/R | Mutual Funds | — | — | $227K | 0.9% | |
| American Funds Small Cap World R6 N/R | Mutual Funds | — | — | $204K | 0.8% | |
| Fund II Class R1 * Participant Loans Interest rates: 5.25% to 9.50% $0 | Bonds / Notes | — | — | $198K | 0.8% | |
| Lord Abbett Short Duration Income R6 N/R | Mutual Funds | — | — | $160K | 0.6% | |
| American Funds Income Fund of N/R | Mutual Funds | — | — | $111K | 0.4% | |
| America R6 Mutual Fund Fidelity Advisor Real Estate Income Z N/R | Mutual Funds | — | — | $85K | 0.3% | |
| American Funds 2065 Target Date R6 N/R | Mutual Funds | — | — | $57K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
