James Douglas signed Sallus Retirement LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sallus Retirement LLC's EIN is 85-0609152.
Download the official 2023 Form 5500 (PDF) for Sallus Retirement LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sallus Retirement LLC'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE International Index Fund (BTMKX) | Common Collective Trusts | — | — | $205K | 15.4% | |
| ISHARES S&P 500 Index Fund (WFSPX) | Common Collective Trusts | — | — | $191K | 14.3% | |
| Fidelity Large Cap Growth Index Fund (FSPGX) | Common Collective Trusts | — | — | $139K | 10.4% | |
| Fidelity Large Cap Value Index Fund (FLCOX) | Common Collective Trusts | — | — | $127K | 9.5% | |
| Baird Core Plus Bond Fund (BCOIX) | Mutual Funds | — | — | $115K | 8.6% | |
| ISHARES U.S. Aggregate Bond Index Fund (WFBIX) | Common Collective Trusts | — | — | $113K | 8.4% | |
| Fidelity Mid Cap Index Fund (FSMDX) | Common Collective Trusts | — | — | $63K | 4.7% | |
| Fidelity Emerging Markets Index Fund (FPADX) | Common Collective Trusts | — | — | $48K | 3.6% | |
| Vanguard Mid-Cap Growth Index Fund (VMGMX) | Common Collective Trusts | — | — | $35K | 2.6% | |
| Vanguard Mid-Cap Value Index Fund (VMVAX) | Common Collective Trusts | — | — | $34K | 2.6% | |
| Vanguard Treasury Money Market Fund (VUSXX) | Mutual Funds | — | — | $29K | 2.2% | |
| Fidelity Small Cap Index Fund (FSSNX) | Common Collective Trusts | — | — | $22K | 1.6% | |
| Vanguard Small Cap Value Index Fund (VSIAX) | Common Collective Trusts | — | — | $14K | 1.0% | |
| Vanguard Small Cap Growth Index Fund (VSGAX) | Common Collective Trusts | — | — | $14K | 1.0% | |
| Participant loans * Notes receivables from participants Participant loans with interest rate of 10.25%, - | Bonds / Notes | — | — | $4K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
