Kevin J Eldredge signed SSA Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SSA Group, LLC's EIN is 93-0996528.
Download the official 2024 Form 5500 (PDF) for SSA Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SSA Group, LLC'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 |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | FAIRFIELD, IA | INVESTMENT ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pooled accounts Vanguard US Growth Fund Admiral | Mutual Funds | — | — | $2.8M | 13.4% | |
| VNGRD US GR ADML NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $2.8M | 13.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $1.4M | 6.7% | |
| VNGRD SMCAP GR INDX ADML NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.4M | 6.7% | |
| BNY Melon Small Mid Cap Growth Fund | Other securities | — | — | $1.3M | 6.5% | |
| BNYMEL SMMDCAP GR I NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.3M | 6.5% | |
| VNGRD TRGT RTRMT 2050 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.2M | 6.1% | |
| VNGRD TRGT RTRMT 2045 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.2M | 6.1% | |
| Fidelity Advisor Strategic Dividend & Income Fund - Class A | Mutual Funds | — | — | $1.1M | 5.3% | |
| FIDADV STRAT DIVD INC INST NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.3% | |
| Nationwide Life Insurance Company Group annuity contract - Fixed select contract | Common Stocks | — | — | $977K | 4.8% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $896K | 4.4% | |
| VNGRD MDCAP VAL INDX ADML NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $896K | 4.4% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $870K | 4.2% | |
| VNGRD EQ INC ADML NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $870K | 4.2% | |
| American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $801K | 3.9% | |
| AMFDS NEW PRSPCT R6 NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $801K | 3.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $673K | 3.3% | |
| VNGRD TRGT RTRMT 2040 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $673K | 3.3% | |
| NATIXIS LOOMISINVMTGRDBD Y NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $566K | 2.8% | |
| American Funds New Economy R6 | Mutual Funds | — | — | $522K | 2.5% | |
| AMFDS NEW ECON R6 NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $522K | 2.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $514K | 2.5% | |
| VNGRD TRGT RTRMT 2055 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $514K | 2.5% | |
| NW S P 500 INDX R6 NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $504K | 2.5% | |
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $469K | 2.3% | |
| VNGRD TTL STMKT INDX FD AS NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $469K | 2.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $433K | 2.1% | |
| VNGRD TRGT RTRMT 2025 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $433K | 2.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $407K | 2.0% | |
| VNGRD TRGT RTRMT 2035 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $407K | 2.0% | |
| American Funds New World R6 | Mutual Funds | — | — | $383K | 1.9% | |
| AMFDS NEW WLD R6 NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $383K | 1.9% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $375K | 1.8% | |
| VNGRD TRGT RTRMT 2060 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $375K | 1.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $360K | 1.8% | |
| VNGRD TRGT RTRMT 2030 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $360K | 1.8% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $321K | 1.6% | |
| VNGRD SM CAP INDX FD AS NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $321K | 1.6% | |
| American Funds Capital Income Bldr R6 | Mutual Funds | — | — | $313K | 1.5% | |
| AMFDS CAP INC BLDR R6 NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $313K | 1.5% | |
| DFA INTL CORE EQ2 PORTFOLIO - INST NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $276K | 1.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $232K | 1.1% | |
| AMFDS AM BAL R6 NATIONWIDE TRUST COMPANY FSBFUNDS · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $232K | 1.1% | |
| Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $219K | 1.1% | |
| VNGRD TTL INTL BD IDX ADML NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $219K | 1.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $200K | 1.0% | |
| VNGRD TRGT RTRMT 2020 INV NATIONWIDE TRUST COMPANY FSB · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $200K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY BENEFIT SERVICES | 71-0948945 | GREENWOOD VILLAGE, CO | TPA | $2K | — |
