Robert Lanier signed STO Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
STO Corp.'s EIN is 03-0271864.
Download the official 2024 Form 5500 (PDF) for STO Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STO Corp.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Empower Guaranteed Income Fund | Other securities | — | — | $7.8M | 14.0% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $6.3M | 11.4% | |
| PGIM Investments PGIM Total Return Bond R6 | Other securities | — | — | $6.1M | 11.0% | |
| Franklin Templeton Investments Franklin DynaTech R6 | Mutual Funds | — | — | $5.7M | 10.4% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $4.0M | 7.2% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $3.1M | 5.6% | |
| American Funds American Funds Fundamental Investors R6 | Mutual Funds | — | — | $3.0M | 5.4% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $2.7M | 4.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.5M | 4.5% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $2.1M | 3.8% | |
| JPMorgan Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.8M | 3.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $1.7M | 3.2% | |
| Janus Henderson Janus Henderson Triton N | Mutual Funds | — | — | $1.4M | 2.6% | |
| American Funds Vanguard Wellington Adm | Mutual Funds | — | — | $1.3M | 2.4% | |
| DFA International DFA International Core Equity I | Mutual Funds | — | — | $1.1M | 1.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $834K | 1.5% | |
| Vanguard Shrt-Term Infl-Prot Sec Indx Adm | Mutual Funds | — | — | $700K | 1.3% | |
| 4.25% to 9.50%, maturing through 2035 | Bonds / Notes | — | — | $479K | 0.9% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $461K | 0.8% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $425K | 0.8% | |
| Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $376K | 0.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $310K | 0.6% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $285K | 0.5% | |
| PGIM Investments PGIM Global Total Return R6 | Other securities | — | — | $219K | 0.4% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $180K | 0.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $158K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $76K | 0.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
