Andrea Bigonski signed Stone Coast Fund Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stone Coast Fund Services LLC's EIN is 06-1781234.
Download the official 2024 Form 5500 (PDF) for Stone Coast Fund Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stone Coast Fund Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY DUNN MCNEIL & PARKER, LLC | 01-0523282 | — | AUDITOR | $26K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Premium Mutual Fund | Common Collective Trusts | — | — | $3.7M | 11.3% | |
| Fidelity Blue Chip Growth K6 Mutual Fund | Mutual Funds | — | — | $3.7M | 11.2% | |
| T. Rowe Price Retirement 2045 Advisor Mutual Fund | Other securities | — | — | $3.4M | 10.3% | |
| T. Rowe Price Retirement 2050 Advisor Mutual Fund | Other securities | — | — | $2.4M | 7.3% | |
| T. Rowe Price Retirement 2040 Advisor Mutual Fund | Other securities | — | — | $2.4M | 7.3% | |
| T. Rowe Price Retirement 2055 Advisor Mutual Fund | Other securities | — | — | $1.6M | 4.9% | |
| T. Rowe Price Retirement 2060 Advisor Mutual Fund | Other securities | — | — | $1.5M | 4.7% | |
| T. Rowe Price Retirement 2025 Advisor Mutual Fund | Other securities | — | — | $1.4M | 4.3% | |
| Janus Henderson Enterprise T Mutual Fund | Mutual Funds | — | — | $1.0M | 3.2% | |
| Fidelity Mid Cap Index Premium Mutual Fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| T. Rowe Price Retirement 2035 Advisor Mutual Fund | Other securities | — | — | $1.0M | 3.1% | |
| Fidelity Government K6 Money Market Fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| Fidelity Total Market Index Premium Mutual Fund | Common Collective Trusts | — | — | $874K | 2.7% | |
| Fidelity Small Cap Growth Mutual Fund | Mutual Funds | — | — | $748K | 2.3% | |
| T. Rowe Price Retirement 2030 Advisor Mutual Fund | Other securities | — | — | $652K | 2.0% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $596K | 1.8% | |
| Fidelity Small Cap Index Premium Mutual Fund | Mutual Funds | — | — | $565K | 1.7% | |
| Fidelity BrokerageLink Common Stock Common Stock | Mutual Funds | — | — | $482K | 1.5% | |
| Fidelity International Index Premium Mutual Fund | Mutual Funds | — | — | $470K | 1.4% | |
| JPMorgan US Value Fund R6 Mutual Fund | Other securities | — | — | $359K | 1.1% | |
| Invesco Energy R5 Mutual Fund | Mutual Funds | — | — | $330K | 1.0% | |
| Fidelity BrokerageLink Unit Mutual Fund | Mutual Funds | — | — | $325K | 1.0% | |
| Allspring Special Mid Cap Value Fund - Class Admin Mutual Fund | Other securities | — | — | $310K | 1.0% | |
| Notes receivable from participants from 2025-2044 - | Other securities | — | — | $309K | 0.9% | |
| T. Rowe Price Retirement 2020 Advisor Mutual Fund | Other securities | — | — | $308K | 0.9% | |
| Fidelity Balanced K6 Mutual Fund | Mutual Funds | — | — | $307K | 0.9% | |
| Fidelity Capital & Income Mutual Fund | Mutual Funds | — | — | $258K | 0.8% | |
| BlackRock Global Allocation Instl Mutual Fund | Other securities | — | — | $239K | 0.7% | |
| Fidelity BrokerageLink Money Market Money Market Fund | Mutual Funds | — | — | $230K | 0.7% | |
| Allspring Special Small Cap Value Fund - Class Admin Mutual Fund | Other securities | — | — | $223K | 0.7% | |
| Glenmede Small Cap Equity Adv Mutual Fund | Other securities | — | — | $185K | 0.6% | |
| Fidelity International Growth Mutual Fund | Mutual Funds | — | — | $183K | 0.6% | |
| MFS Massachusetts Investors Trust R3 Mutual Fund | Mutual Funds | — | — | $146K | 0.4% | |
| Cohen & Steers Realty Shares Mutual Fund | Other securities | — | — | $130K | 0.4% | |
| Fidelity US Bond Index Premium Mutual Fund | Mutual Funds | — | — | $113K | 0.3% | |
| Hartford International Opportunities R4 Mutual Fund | Other securities | — | — | $83K | 0.3% | |
| Fidelity GNMA Mutual Fund | Agency / Mortgage-Backed | — | — | $26K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | Other securities | — | — | $24K | <0.1% | |
| Fidelity BrokerageLink Fidelity Fund Mutual Fund | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity BrokerageLink External Fund Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| standards except that, as permitted by Regulation 2520.103-8 of the Department of Labor’s (DOL) Rules | Common Stocks | — | — | $3K | <0.1% | |
| Fidelity BrokerageLink Non Interest Bearing Cash Money Market Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
