Ryan Worontsoff signed Edwin B. Stimpson Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edwin B. Stimpson Company, Inc.'s EIN is 11-1373230.
Download the official 2024 Form 5500 (PDF) for Edwin B. Stimpson Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edwin B. Stimpson Company, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 13-2919773 | — | INVESTMENT MANAGEMENT | $32K | — |
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.
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 |
|---|---|---|---|---|---|
| GRASSI & CO., CPAS, P.C. | 11-3266576 | — | ACCOUNTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Reliance Trust Company MetLife Stable Value Fund Series 25053 Class 0 | Stable Value | — | — | $5.9M | 21.8% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.2M | 19.2% | |
| American Funds Registered Investment Company Am Fds Grth Fd of Am R6 Fund | Mutual Funds | — | — | $4.1M | 15.0% | |
| American Funds Registered Investment Company American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $3.0M | 10.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 7.2% | |
| Janus International Holding, LLC Registered Investment Company JanusHenderson Entrprs N | Mutual Funds | — | — | $1.7M | 6.4% | |
| American Funds Service Company Registered Investment Company Amer Fds Inc Fd of Amer R6 Fd | Mutual Funds | — | — | $1.6M | 6.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| Principal Funds Inc Registered Investment Company Principal Int’l Eq Ind Inst Fd ** 706 Putnam Investments Registered Investment Company Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $1.3M | 4.7% | |
| BlackRock Registered Investment Company BlackRock Eq Dividend I Fund | Common Stocks | — | — | $1.1M | 4.1% | |
| PIMCO Funds Registered Investment Company PIMCO Total Return Instl Fund | Mutual Funds | — | — | $978K | 3.6% | |
| Franklin Templeton Investments Registered Investment Company Franklin Income R6 Fund | Mutual Funds | — | — | $914K | 3.4% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $ -0- | Bonds / Notes | — | — | $626K | 2.3% | |
| Principal Funds Inc Registered Investment Company Prin LgCp S&P 500 Idx Inst Fd | Common Collective Trusts | — | — | $489K | 1.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $436K | 1.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $406K | 1.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $399K | 1.5% | |
| BlackRock Registered Investment Company BlackRock HY Portfolio Inst Fd | Common Stocks | — | — | $394K | 1.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $310K | 1.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $120K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $90K | 0.3% | |
| (E) | Other securities | — | — | $85K | 0.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $85K | 0.3% | |
| American Funds Registered Investment Company Amer Fund Cap Wld Bnd R6 Fund | Mutual Funds | — | — | $51K | 0.2% | |
| (E) | Other securities | — | — | $51K | 0.2% | |
| Principal Funds Inc Registered Investment Company Prin MidCp S&P 400 Idx Inst Fd | Common Collective Trusts | — | — | $49K | 0.2% | |
| Principal Funds Inc Registered Investment Company Principal Bond Mkt Ind Inst Fd | Common Stocks | — | — | $48K | 0.2% | |
| Principal Funds Inc Registered Investment Company Prin SmCap S&P 600 Idx Inst Fd | Common Collective Trusts | — | — | $41K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $35K | 0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $29K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $22K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $16K | <0.1% |
