Richard WEIS signed Satco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Satco, Inc.'s EIN is 95-2546613.
Download the official 2024 Form 5500 (PDF) for Satco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Satco, Inc.'s 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $10.3M | 23.9% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $9.2M | 21.4% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $7.6M | 17.7% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $4.3M | 9.9% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $2.6M | 6.0% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $1.5M | 3.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| AMERICAN FUNDS NEW WORLD R6 722 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| INVESCO GOVT MONEY MKT R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $711K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $543K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $327K | 0.8% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $194K | 0.5% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $82K | 0.2% | |
| PIONEER LARGE CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $74K | 0.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $44K | 0.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $26K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $23K | <0.1% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $19K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $17K | <0.1% | |
| BROWN ADV SUST GROWTH INVESTOR 760 REGISTERED INVESTMENT COMPANY PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $15K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $8K | <0.1% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $66K |
| — |
