JILL K. Miller signed Stantec Consulting Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stantec Consulting Services Inc.'s EIN is 11-2167170.
Download the official 2024 Form 5500 (PDF) for Stantec Consulting Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stantec Consulting Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $668K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $84K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Global Advisors Trust State Street Global Advisors Trust Company Investment Funds for Tax Exempt Retirement Plans | Common Stocks | — | — | $682.9M | 29.4% | |
| Vanguard Inst index Plus Mutual Fund | Mutual Funds | — | — | $386.2M | 16.7% | |
| HARBOR CAPITAL APPRECIATION CIT 4 HARBOR CAPITAL · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $222.8M | 9.6% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $118.5M | 5.1% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $113.0M | 4.9% | |
| Dodge & Cox Income Mutual Fund | Mutual Funds | — | — | $110.6M | 4.8% | |
| Collective Trusts Galliard Stable Return Fund Wells Fargo Bank, N.A. Collective Investment Fund | Common Collective Trusts | — | — | $107.5M | 4.6% | |
| T Rowe Price Mid Cap Growth I Mutual Fund | Mutual Funds | — | — | $102.8M | 4.4% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $95.1M | 4.1% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $91.0M | 3.9% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $89.4M | 3.9% | |
| Vanguard Developed Mrkts Instl Mutual Fund | Mutual Funds | — | — | $85.0M | 3.7% | |
| Vanguard Small Cap Growth Instl Mutual Fund | Mutual Funds | — | — | $83.5M | 3.6% | |
| JP Morgan Mid Cap Value CL L Mutual Fund | Other securities | — | — | $81.3M | 3.5% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $80.8M | 3.5% | |
| American Beacon Large CP VL R6 Mutual Fund | Other securities | — | — | $76.9M | 3.3% | |
| Vanguard Small Cap Val Instl Mutual Fund | Mutual Funds | — | — | $71.6M | 3.1% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $71.5M | 3.1% | |
| Dodge & Cox International ST Mutual Fund | Mutual Funds | — | — | $52.8M | 2.3% | |
| Blackrock Global Alloc I Mutual Fund | Other securities | — | — | $42.3M | 1.8% | |
| Various Equity Securities | Other securities | — | — | $38.4M | 1.7% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $38.3M | 1.7% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $34.6M | 1.5% | |
| DFA Emerging Mrkts Core Instl Mutual Fund | Mutual Funds | — | — | $33.9M | 1.5% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $32.7M | 1.4% | |
| Calvert US LRG CAP CORE R6 Mutual Fund | Other securities | — | — | $26.4M | 1.1% | |
| Vanguard Short Term Inflation ADM Mutual Fund | Mutual Funds | — | — | $23.4M | 1.0% | |
| Vanguard Money Market | Mutual Funds | — | — | $23.2M | 1.0% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $17.0M | 0.7% | |
| DWS RREEF Real Estate Sec Instl Mutual Fund | Other securities | — | — | $16.0M | 0.7% | |
| Pimco High Yield Inst Mutual Fund | Mutual Funds | — | — | $15.8M | 0.7% | |
| STATE STREET TARGET RETIREMENT INC STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $14.1M | 0.6% | |
| Self-Directed Brokerage Accounts BIF Money Fund Money Market | Self-Directed Brokerage | — | — | $7.4M | 0.3% | |
| Pimco All Asset Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 0.2% | |
| Various Mutual Fund | Other securities | — | — | $3.1M | 0.1% | |
| Calvert Moderate Alloc CL I Mutual Fund | Other securities | — | — | $1.8M | <0.1% | |
| Acclivity Small Cap Val FD I Mutual Fund | Other securities | — | — | $1.7M | <0.1% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $645K | <0.1% | |
| Various U.S. Govt Security | Other securities | — | — | $575K | <0.1% | |
| Various Corporate Bonds | Other securities | — | — | $301K | <0.1% | |
| Antero Midstream Corp Preferred Stock | Common Stocks | — | — | $15K | <0.1% |
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 |
|---|---|---|---|---|---|
| KEEGAN LINSCOTT & ASSOCIATES, PC | — | TUCSON, AZ | ACCOUNTANT | $25K | — |
