ANA Marie del Rio signed Steadfast Investment Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steadfast Investment Properties, Inc.'s EIN is 20-2114294.
Download the official 2024 Form 5500 (PDF) for Steadfast Investment Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Steadfast Investment Properties, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | ADVISORY | $31K | — |
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 |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Value Fund Fee Class R1 Mutual Funds Fidelity 500 Index Institutional Prem N/R | Common Collective Trusts | — | — | $3.5M | 16.9% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $2.4M | 11.4% | |
| Victory RS International R6 N/R | Other securities | — | — | $1.7M | 8.3% | |
| RPAG/WILMINGTON CORE PLUS BD FD R1 WILMINGTON · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $971K | 4.7% | |
| JPMorgan SmartRetirement 2025 R6 N/R | Other securities | — | — | $923K | 4.5% | |
| JPMorgan SmartRetirement 2030 R6 N/R | Other securities | — | — | $866K | 4.2% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $804K | 3.9% | |
| JPMorgan SmartRetirement 2045 R6 N/R | Other securities | — | — | $713K | 3.4% | |
| JPMorgan SmartRetirement 2040 R6 N/R | Other securities | — | — | $687K | 3.3% | |
| PIMCO Real Return Instl N/R | Mutual Funds | — | — | $676K | 3.3% | |
| JPMorgan Mid Cap Growth R6 N/R | Other securities | — | — | $649K | 3.1% | |
| JPMorgan SmartRetirement 2055 R6 N/R | Other securities | — | — | $613K | 3.0% | |
| JPMorgan SmartRetirement 2060 R6 N/R | Other securities | — | — | $556K | 2.7% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Life Insurance Transamerica Stable Value Core Option N/R | Stable Value | — | — | $490K | 2.4% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $455K | 2.2% | |
| Goldman Sachs Goldman Sachs Small Cap Value N/R | Other securities | — | — | $445K | 2.2% | |
| Insights R6 JPMorgan SmartRetirement 2035 R6 N/R | Other securities | — | — | $443K | 2.1% | |
| MID CAP VAL FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $391K | 1.9% | |
| Fidelity Advisor Intl Small Cap Z N/R | Mutual Funds | — | — | $281K | 1.4% | |
| Fidelity Small Cap Growth K6 N/R | Mutual Funds | — | — | $276K | 1.3% | |
| Prudential PGIM High Yield R6 N/R | Other securities | — | — | $251K | 1.2% | |
| JPMorgan Global Bond Opportunities N/R | Other securities | — | — | $216K | 1.0% | |
| R6 JPMorgan SmartRetirement 2050 R6 N/R | Other securities | — | — | $202K | 1.0% | |
| Oppenheimer Invesco International Small-Mid N/R | Mutual Funds | — | — | $193K | 0.9% | |
| Company Interest Bearing Cash * Transamerica Life Insurance Interest bearing cash N/R 559 Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Cash / Money Market | — | — | $144K | 0.7% | |
| Participants Notes Receivable with an interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $143K | 0.7% | |
| Company R6 JPMorgan SmartRetirement Income R6 N/R | Common Stocks | — | — | $79K | 0.4% | |
| Fidelity US Bond Index N/R | Mutual Funds | — | — | $28K | 0.1% | |
| Fidelity International Index N/R | Mutual Funds | — | — | $23K | 0.1% | |
| JPMorgan SmartRetirement 2065 R6 N/R | Other securities | — | — | $19K | <0.1% | |
| JPMorgan SmartRetirement 2020 R6 N/R | Other securities | — | — | $8K | <0.1% | |
| MID CAP GR FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
