LISA Grant signed S.T. Management Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S.T. Management Group's EIN is 13-4075217.
Download the official 2024 Form 5500 (PDF) for S.T. Management Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.T. Management Group'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 | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc. Principal Life Time 2045 Inst Fund | Common Stocks | — | — | $76K | 25.2% | |
| Principal Funds Inc. Principal Life Time 2050 Inst Fund | Common Stocks | — | — | $39K | 12.9% | |
| Principal Funds Inc. Principal Life Time 2055 Inst Fund | Common Stocks | — | — | $37K | 12.3% | |
| Principal Funds Inc. Principal Life Time 2035 Inst Fund | Common Stocks | — | — | $35K | 11.6% | |
| Principal Funds Inc. Principal Life Time 2040 Inst Fund | Common Stocks | — | — | $32K | 10.5% | |
| Principal Funds Inc. Principal Life Time 2060 Inst Fund | Common Stocks | — | — | $25K | 8.2% | |
| Principal Funds Inc. Principal Life Time 2025 Inst Fund | Common Stocks | — | — | $23K | 7.6% | |
| Principal Funds Inc. Principal Life Time 2030 Inst Fund | Common Stocks | — | — | $9K | 3.1% | |
| S.T. Management Group 401(k) Plan Interest rates ranging from 10% to 10.50% | Master Trust Interest | — | — | $8K | 2.6% | |
| Principal Funds Inc. Principal Life Time 2020 Inst Fund | Common Stocks | — | — | $6K | 2.1% | |
| Principal Funds Inc. Principal Life Time 2065 Inst Fund | Common Stocks | — | — | $6K | 1.9% |
