Cynthia Whitley signed SDC Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SDC Properties, Inc.'s EIN is 87-0355513.
Download the official 2024 Form 5500 (PDF) for SDC Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SDC Properties, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | MELVILLE, NY | ADVISOR | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN FUND - R2 | Registered Investment Companies | — | — | $496K | 13.7% | |
| TRANSAMERICA SHORT TERM BOND A | Registered Investment Companies | — | — | $482K | 13.3% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $355K | 9.8% | |
| JANUS HENDERSON FORTY FUND - S | Registered Investment Companies | — | — | $333K | 9.2% | |
| AC STRAT ALLOC AGG FUND - A | Registered Investment Companies | — | — | $194K | 5.4% | |
| GOLDMAN LARGE CAP VALUE A | Registered Investment Companies | — | — | $185K | 5.1% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $181K | 5.0% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $131K | 3.6% | |
| INVESCO REAL ESTATE - A | Registered Investment Companies | — | — | $125K | 3.5% | |
| PUTNAM HIGH YIELD A | Registered Investment Companies | — | — | $125K | 3.5% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $121K | 3.3% | |
| INVESCO GOLD & SPEC MIN -A | Registered Investment Companies | — | — | $113K | 3.1% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $87K | 2.4% | |
| CLEARBRIDGE INTL GROWTH FI | Registered Investment Companies | — | — | $81K | 2.2% | |
| NEUBERGER BERMAN GENESIS - ADV | Registered Investment Companies | — | — | $74K | 2.0% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $70K | 2.0% | |
| MACQUARIE SMALL CAP CORE A | Registered Investment Companies | — | — | $66K | 1.8% | |
| AM FND THE BND FND OF AM - R3 | Registered Investment Companies | — | — | $66K | 1.8% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $65K | 1.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $50K | 1.4% | |
| COLUMBIA SELCT GLOBAL EQUITY A | Registered Investment Companies | — | — | $49K | 1.3% | |
| TRANSAMERICA INTL EQUITY A | Registered Investment Companies | — | — | $41K | 1.1% | |
| AMERICAN INFLATION LINK BD R3 | Registered Investment Companies | — | — | $16K | 0.5% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $15K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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