Sheryl Ramirez signed The Sloan Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Sloan Company's EIN is 95-2015446.
Download the official 2023 Form 5500 (PDF) for The Sloan Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Sloan Company's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL | 36-3429599 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2050 | Other securities | — | $565K | $696K | 12.1% | |
| VANG TARGET RET 2030 | Other securities | — | $630K | $669K | 11.7% | |
| FID 500 INDEX | Common Collective Trusts | — | $457K | $602K | 10.5% | |
| TRP BLUE CHIP GRTH | Other securities | — | $358K | $518K | 9.0% | |
| J H TRITON N | Other securities | — | $437K | $412K | 7.2% | |
| VANG TARGET RET 2040 | Other securities | — | $341K | $368K | 6.4% | |
| PIF EQUITY INC INST | Common Stocks | — | $299K | $336K | 5.9% | |
| VANG TARGET RET 2060 | Other securities | — | $259K | $292K | 5.1% | |
| VICTORY S ESTB VAL I | Other securities | — | $224K | $247K | 4.3% | |
| FID INTL INDEX | Mutual Funds | — | $196K | $221K | 3.9% | |
| VANG TREASURY MM | Other securities | — | $209K | $209K | 3.6% | |
| BLKRK TOT RETURN IS | Other securities | — | $199K | $178K | 3.1% | |
| VANG TARGET RET 2025 | Other securities | — | $165K | $169K | 3.0% | |
| VANG TARGET RET 2020 | Other securities | — | $172K | $143K | 2.5% | |
| J H ENTERPRISE I | Other securities | — | $131K | $140K | 2.4% | |
| VANG TARGET RET INC | Common Stocks | — | $113K | $111K | 1.9% | |
| BLKRK GLOBAL ALLOC I | Other securities | — | $112K | $101K | 1.8% | |
| VANG TARGET RET 2045 | Other securities | — | $72K | $77K | 1.3% | |
| FID US BOND IDX | Common Collective Trusts | — | $71K | $66K | 1.2% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $44K | $46K | 0.8% | |
| FID MID CAP IDX | Common Collective Trusts | — | $24K | $30K | 0.5% | |
| VANG TARGET RET 2035 | Other securities | — | $29K | $30K | 0.5% | |
| AF SMALLCAP WORLD R6 | Other securities | — | $31K | $24K | 0.4% | |
| VANG TARGET RET 2055 | Other securities | — | $18K | $20K | 0.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $14K | 0.2% | |
| FID SM CAP IDX | Common Collective Trusts | — | $12K | $11K | 0.2% | |
| JPM SM CAP VALUE R6 | Other securities | — | $4K | $4K | <0.1% | |
| CASH | Cash / Money Market | — | $75 | $75 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
