Melissa GILL signed Stonemark Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stonemark Management, LLC's EIN is 20-2034501.
Download the official 2024 Form 5500 (PDF) for Stonemark Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stonemark Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | — | SANTA BARBARA, CA | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $32K | — |
| JONES AND KOLB | — |
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.
| ATLANTA, GA |
| NONE |
| $12K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LG CAP GRWTH FND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $829K | 18.3% | |
| GG TR TRP RTDT 2030 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $652K | 14.4% | |
| GG TR TRP RTDT 2035 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $545K | 12.0% | |
| GG TR TRP RTDT 2045 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $461K | 10.2% | |
| GG TR TRP RTDT 2040 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $402K | 8.9% | |
| GG TR TRP RTDT 2025 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $293K | 6.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $268K | 5.9% | |
| GG TR TRP RTDT 2050 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $216K | 4.8% | |
| GG TR TRP RTDT 2055 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $205K | 4.5% | |
| Notes receivable from participants - 4.25% - 9.50% | Bonds / Notes | — | — | $147K | 3.2% | |
| GG TR TRP RTDT 2020 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $101K | 2.2% | |
| PIMCO Infl Rsp MltAs Inst | Mutual Funds | — | — | $101K | 2.2% | |
| GG TR TRP RTDT 2065 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $75K | 1.7% | |
| GG TR TRP RTDT 2060 TF R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $61K | 1.3% | |
| Baron Capital Grp Baron Real Estate R6 | Common Stocks | — | — | $45K | 1.0% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $38K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $27K | 0.6% | |
| iShares Convrt Bond ETF | U.S. Treasuries | — | — | $17K | 0.4% | |
| Morgan Stanley Morgan Stnly Inst Incep I | Other securities | — | — | $16K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $15K | 0.3% | |
| Corporate Debt Instruments Shelton Sus Eqy Dir Shs Corporate Debt Instruments | Common Stocks | — | — | $10K | 0.2% | |
| Franklin Templeton BrandywineGLBL Hi Yld IS | Mutual Funds | — | — | $6K | 0.1% | |
| MFS Intl Diversfction R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Van Dvlpd Mrkts Inx Adm | Mutual Funds | — | — | $1K | <0.1% | |
| American Funds Amer Funds Bond Fd Am R6 | Mutual Funds | — | — | $1K | <0.1% |
