Kerri Nanula signed Sinatra Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sinatra Management LLC's EIN is 99-2667556.
Download the official 2024 Form 5500 (PDF) for Sinatra Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sinatra Management LLC'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 | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $814K | 31.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $285K | 11.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $265K | 10.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $255K | 9.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $188K | 7.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $161K | 6.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $107K | 4.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $72K | 2.8% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $56K | 2.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $52K | 2.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $37K | 1.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $37K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $33K | 1.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $30K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $25K | 1.0% | |
| DWS RREEF REAL EST SEC R6 85 REGISTERED INVESTMENT COMPANY AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $23K | 0.9% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $21K | 0.8% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $18K | 0.7% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $14K | 0.5% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $13K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 247 REGISTERED INVESTMENT COMPANY AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $12K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $11K | 0.4% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $5K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $5K |
| — |
