Tony WANG signed Southland Industries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southland Industries' EIN is 95-1596533.
Download the official 2024 Form 5500 (PDF) for Southland Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southland Industries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $312K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KENDALL CAPITAL MANAGEMENT | 27-0111619 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Schwab Total Stock Market Index Fund | Mutual Funds | — | — | $29.3M | 13.8% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $26.2M | 12.4% | |
| Schwab International Index Fund | Common Collective Trusts | — | — | $25.2M | 11.9% | |
| Self-directed account * Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $22.6M | 10.7% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $20.1M | 9.5% | |
| Nuveen Large Cap Growth Index Fund R6 Class | Common Collective Trusts | — | — | $14.4M | 6.8% | |
| Schwab Treasure Inflation Pro Secs IDX Fund | Common Collective Trusts | — | — | $11.8M | 5.6% | |
| Nuveen Emerging Markets Equity Index Fund R6 Class | Common Collective Trusts | — | — | $10.7M | 5.0% | |
| Nuveen Large Cap Value Index Fund R6 Class | Common Collective Trusts | — | — | $9.0M | 4.2% | |
| Vanguard Mid Cap Growth Index Admiral Fund | Mutual Funds | — | — | $5.9M | 2.8% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $5.7M | 2.7% | |
| Vanguard REIT Index Admiral Fund | Mutual Funds | — | — | $5.6M | 2.7% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $5.4M | 2.6% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $4.8M | 2.2% | |
| Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $4.4M | 2.1% | |
| Money market fund * Schwab Bank Savings | Mutual Funds | — | — | $4.0M | 1.9% | |
| Vanguard Cash Res Fed Money Market Fund Adm Shares | Mutual Funds | — | — | $3.3M | 1.5% | |
| Participant loans * Loans to participants, interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $1.9M | 0.9% | |
| Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $1.4M | 0.6% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $3K | <0.1% |
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 |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $17K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $2K | — |
