Colleen Rosas signed Saltchuk Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saltchuk Resources, Inc.'s EIN is 91-1186367.
Download the official 2024 Form 5500 (PDF) for Saltchuk Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saltchuk Resources, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $369K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $141K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $82.9M | 12.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $79.6M | 11.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $77.4M | 11.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $49.1M | 7.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $46.5M | 6.9% | |
| FID TOTAL MKT IDX Mutual Fund | Common Collective Trusts | — | — | $38.9M | 5.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $33.9M | 5.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $32.5M | 4.8% | |
| CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $29.5M | 4.4% | |
| VANGUARD TARGET RET VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $25.1M | 3.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $22.2M | 3.3% | |
| DODGE & COX STOCK Mutual Fund | Mutual Funds | — | — | $20.0M | 3.0% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $18.3M | 2.7% | |
| TRP MID CAP GROWTH Mutual Fund | Other securities | — | — | $15.1M | 2.3% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $15.0M | 2.2% | |
| FID SMALL CAP GR Mutual Fund | Mutual Funds | — | — | $11.3M | 1.7% | |
| Participant loans Rates from 4.25% to 9.75% - 0 - | Bonds / Notes | — | — | $10.4M | 1.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.4M | 1.4% | |
| MFS INTL INTR VAL Mutual Fund | Mutual Funds | — | — | $8.5M | 1.3% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $8.0M | 1.2% | |
| FID TOTAL INTL IDX Mutual Fund | Common Collective Trusts | — | — | $7.6M | 1.1% | |
| JH DSCPL VAL MDCP Mutual Fund | Other securities | — | — | $5.7M | 0.9% | |
| PIMCO INCOME Mutual Fund | Mutual Funds | — | — | $5.3M | 0.8% | |
| TCWMW TOT RTN BD Mutual Fund | Other securities | — | — | $5.0M | 0.8% | |
| AF EUROPAC GROWTH Mutual Fund | Other securities | — | — | $3.9M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.5% | |
| VICTORY SM Co op Mutual Fund | Common Stocks | — | — | $2.7M | 0.4% | |
| VANGUARD INTL VALUE Mutual Fund | Mutual Funds | — | — | $880K | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $671K | 0.1% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $198K | <0.1% |
