Sandra Brikho signed Somacis Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Somacis Inc.'s EIN is 99-0376521.
Download the official 2024 Form 5500 (PDF) for Somacis Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Somacis Inc.'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $3.8M | 83.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $856K | 18.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $828K | 18.2% | |
| Lincoln National Life - Director Guaranteed Account, at contract value | Other securities | — | — | $672K | 14.8% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $412K | 9.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $322K | 7.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $219K | 4.8% | |
| State Street Global Investors State St S&P 500 Index NL | Common Collective Trusts | — | — | $163K | 3.6% | |
| Vanguard Target retirement 2060 | Mutual Funds | — | — | $161K | 3.5% | |
| Vanguard Target retirement 2025 ** 706 * Participant Loans Interest Rates - 4.25% to 9.50% -0- | Mutual Funds | — | — | $91K | 2.0% | |
| State Street Global Investors State St Russel Sm Cap Val Index NL | Other securities | — | — | $82K | 1.8% | |
| PIMCO Income Instl | Mutual Funds | — | — | $78K | 1.7% | |
| BlackRock Inflation Protection Bond | Other securities | — | — | $75K | 1.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $75K | 1.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $74K | 1.6% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $69K | 1.5% | |
| MFS Growth R6 | Mutual Funds | — | — | $68K | 1.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $67K | 1.5% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $58K | 1.3% | |
| State Street Global Investors State St S&P MidCap Index | Other securities | — | — | $53K | 1.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $53K | 1.2% | |
| American Funds American Funds Intl Gr and Inc R6 | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Target retirement 2065 | Mutual Funds | — | — | $22K | 0.5% | |
| Invesco Diversified Dividend R6 | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Target retirement 2045 | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Target retirement 2055 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
