JOAN Dobias-Davis signed The SAVE Mart Companies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The SAVE Mart Companies' EIN is 94-1245496.
Download the official 2024 Form 5500 (PDF) for The SAVE Mart Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The SAVE Mart Companies' 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $945K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | CONTRACT ADMINISTRATOR | $95K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $117.2M | 11.8% | |
| s * Principal Large Cap S&P 500 Index | Pooled Separate Accounts | — | — | $84.7M | 8.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $84.7M | 8.5% | |
| MFS GROWTH EQUITY L FUND GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $81.7M | 8.2% | |
| Fully Benefit Responsive Investment Contract * Principal Life Insurance Co. Principal Guaranteed Option | Common Stocks | — | — | $76.3M | 7.7% | |
| Vanguard Target Retirement 2035 Trust II | Mutual Funds | — | — | $70.6M | 7.1% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $70.6M | 7.1% | |
| Vanguard Target Retirement 2030 Trust II | Mutual Funds | — | — | $58.8M | 5.9% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $58.8M | 5.9% | |
| Vanguard Target Retirement 2040 Trust II | Mutual Funds | — | — | $48.1M | 4.8% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $48.1M | 4.8% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $46.0M | 4.6% | |
| Vanguard Target Retirement 2025 Trust II | Mutual Funds | — | — | $46.0M | 4.6% | |
| Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $42.9M | 4.3% | |
| Vanguard Target Retirement 2045 Trust II | Mutual Funds | — | — | $42.3M | 4.3% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $42.3M | 4.3% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $40.6M | 4.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $28.0M | 2.8% | |
| Vanguard Target Retirement 2050 Trust II | Mutual Funds | — | — | $27.9M | 2.8% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $27.9M | 2.8% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $25.9M | 2.6% | |
| Collective Investment Trusts Vanguard Target Retirement 2020 Trust II | Common Collective Trusts | — | — | $20.3M | 2.0% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $20.3M | 2.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $18.3M | 1.8% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $18.2M | 1.8% | |
| Principal Mid Cap S&P 400 Index | Other securities | — | — | $16.3M | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $16.3M | 1.6% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $15.4M | 1.5% | |
| Participant notes receivables Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $14.7M | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $14.4M | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $12.1M | 1.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $10.9M | 1.1% | |
| Vanguard Target Retirement 2055 Trust II | Mutual Funds | — | — | $9.5M | 1.0% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $9.5M | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $8.9M | 0.9% | |
| Vanguard Target Retirement Inc Trust II | Mutual Funds | — | — | $7.9M | 0.8% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.8% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $4.5M | 0.5% | |
| Vanguard International Value Investment Fund | Mutual Funds | — | — | $4.3M | 0.4% | |
| American Century Mid-Cap Value R6 Fund | Other securities | — | — | $3.9M | 0.4% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $3.8M | 0.4% | |
| Vanguard Target Retirement 2060 Trust II | Mutual Funds | — | — | $3.8M | 0.4% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.4% | |
| PGIM Investments High Yield R6 Fund | Other securities | — | — | $3.7M | 0.4% | |
| Baird Core Plus Bond I Fund | Other securities | — | — | $3.2M | 0.3% | |
| Goldman Sachs Small Cap Value Insight R6 Fund | Other securities | — | — | $1.6M | 0.2% | |
| MFS MID CAP GROWTH FUND CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| Deutsche RREEF Real Estate Security R6 Fund | Other securities | — | — | $1.4M | 0.1% | |
| Vanguard Target Retirement 2065 Trust II | Mutual Funds | — | — | $1.3M | 0.1% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.1% |
