Julie Rose signed Silveredge Government Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silveredge Government Solutions, LLC's EIN is 87-3447081.
Download the official 2024 Form 5500 (PDF) for Silveredge Government Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silveredge Government Solutions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $13.7M | 14.1% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $13.5M | 13.9% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $12.4M | 12.8% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $11.1M | 11.5% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $9.5M | 9.8% | |
| Vanguard Information Technology Index Adm Fund | Mutual Funds | — | — | $6.3M | 6.4% | |
| Vanguard Equity-Income Adm Fund | Mutual Funds | — | — | $4.2M | 4.4% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $4.0M | 4.1% | |
| Fidelity Mid Cap Index Investor Fund | Mutual Funds | — | — | $3.9M | 4.0% | |
| Common Collective Trust Funds * Fidelity Managed Income Portfolio Fund | Common Collective Trusts | — | — | $3.5M | 3.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.5M | 3.6% | |
| Vanguard Small Cap Value Index Adm Fund | Mutual Funds | — | — | $2.2M | 2.2% | |
| Dodge & Cox Income Fund Class X | Mutual Funds | — | — | $2.1M | 2.1% | |
| DFA International Core Equity I Fund | Mutual Funds | — | — | $1.9M | 2.0% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $1.8M | 1.9% | |
| Fidelity Small Cap Index Institutional Fund | Mutual Funds | — | — | $1.3M | 1.3% | |
| DFA International Large Cap Growth Portfolio | Mutual Funds | — | — | $1.1M | 1.2% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $957K | 1.0% | |
| MGL Capital Mid Cap Growth R6 | Other securities | — | — | $696K | 0.7% | |
| DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $528K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $524K | 0.5% | |
| Lord Abbett High Yield R6 Fund | Mutual Funds | — | — | $448K | 0.5% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $362K | 0.4% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $284K | 0.3% | |
| maturing through August 2030 | Other securities | — | — | $272K | 0.3% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $135K | 0.1% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $109K | 0.1% | |
| Alliance Bernstein Global Bond Z Fund | Mutual Funds | — | — | $95K | <0.1% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $42K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $33K | <0.1% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $16K | <0.1% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $13K | <0.1% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
