Stonewall Kitchen, LLC's EIN is 01-0544070.
Download the official 2024 Form 5500 (PDF) for Stonewall Kitchen, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stonewall Kitchen, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $59K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $3.4M | 13.6% | |
| MM S&P 500 Index R4 Fund " | Common Collective Trusts | — | — | $2.6M | 10.3% | |
| Fidelity Advisor Equity Growth I Fund " | Mutual Funds | — | — | $2.3M | 9.4% | |
| American Funds 2035 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $2.1M | 8.3% | |
| Putnam Large Cap Value Y Fund " | Mutual Funds | — | — | $2.1M | 8.3% | |
| American Funds 2025 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $1.6M | 6.4% | |
| MFS Research International R3 Fund " | Mutual Funds | — | — | $1.0M | 4.1% | |
| American Funds 2045 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $1.0M | 4.0% | |
| Invesco Core Plus Bond Y Fund " | Mutual Funds | — | — | $984K | 3.9% | |
| American Funds 2050 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $945K | 3.8% | |
| American Funds 2040 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $839K | 3.3% | |
| American Funds 2055 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $719K | 2.9% | |
| American Funds 2060 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $552K | 2.2% | |
| MFS Mid Cap Growth R6 Fund " | Mutual Funds | — | — | $551K | 2.2% | |
| MFS Mid Cap Value R4 Fund " | Mutual Funds | — | — | $546K | 2.2% | |
| JPMorgan Small Cap Growth R6 Fund " | Other securities | — | — | $461K | 1.8% | |
| Invesco Small Cap Value Y Fund " | Mutual Funds | — | — | $435K | 1.7% | |
| American Funds 2020 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $301K | 1.2% | |
| American Funds New World R3 Fund " | Mutual Funds | — | — | $249K | 1.0% | |
| American Funds New Perspective R3 Fund " | Mutual Funds | — | — | $151K | 0.6% | |
| Cohen & Steers Real Estate Securities Institutional Fund " | Other securities | — | — | $150K | 0.6% | |
| American Funds American Balanced R4 Fund " | Mutual Funds | — | — | $143K | 0.6% | |
| Columbia Mid Cap Index A Fund " | Other securities | — | — | $138K | 0.5% | |
| Vanguard Total Bond Market Index Admiral Fund " | Mutual Funds | — | — | $136K | 0.5% | |
| iShares Russell 2000 Small-Cap Index K Fund " | Common Collective Trusts | — | — | $108K | 0.4% | |
| BNY Mellon Natural Resources I Fund " | Other securities | — | — | $105K | 0.4% | |
| PIMCO International Bond (U.S. Dollar-Hedged) A Fund " | Mutual Funds | — | — | $89K | 0.4% | |
| PIMCO Income Institutional Fund " | Mutual Funds | — | — | $76K | 0.3% | |
| Victory Trivalent International Small Cap Fund " | Other securities | — | — | $67K | 0.3% | |
| American Funds 2010 Target Date Retirement R3 Fund Mutual fund | Mutual Funds | — | — | $59K | 0.2% | |
| American Funds American High-Inc R4 Fund " | Mutual Funds | — | — | $56K | 0.2% | |
| American Funds 2065 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $49K | 0.2% | |
| American Funds 2015 Target Date Retirement R3 Fund " | Mutual Funds | — | — | $44K | 0.2% | |
| Northern International Equity Index Fund " | Common Collective Trusts | — | — | $38K | 0.2% |
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 |
|---|---|---|---|---|---|
| HUB INTERNATIONAL NEW ENGLAND | 04-2623673 | — | TPA- PROFFESIONAL SERVICE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEWALL KITCHEN LLC | — | YORK, ME | OTHER AUDIT REIMBURSEMENT | $14K | — |
| LITMAN GERSON ASSOCIATES LLP | — | WOBURN, MA | AUDITOR | $5K | — |
