Shirley Horner signed Store Supply Warehouse's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Store Supply Warehouse's EIN is 20-2675476.
Download the official 2024 Form 5500 (PDF) for Store Supply Warehouse from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Store Supply Warehouse's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARKSIDE FINANCIAL, INC. | 20-8945387 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Target 2035 Index Fund | Common Collective Trusts | — | — | $1.5M | 27.1% | |
| Charles Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $1.0M | 17.7% | |
| Charles Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $574K | 10.1% | |
| SWO Parkside Moderately (EN0DTO6) | Other securities | — | — | $553K | 9.7% | |
| Charles Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $520K | 9.1% | |
| Charles Schwab S&P 500 Indes Fund | Common Collective Trusts | — | — | $344K | 6.0% | |
| SWO Parkside Moderately (EN0DTN3) | Other securities | — | — | $169K | 3.0% | |
| SWO Parkside Aggressive | Other securities | — | — | $141K | 2.5% | |
| Victory Integrity Small Cap Value 308 * Participants Participant Loans Rates from 5.00% to 9.50% - | Bonds / Notes | — | — | $128K | 2.3% | |
| Charles Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $122K | 2.1% | |
| Charles Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $113K | 2.0% | |
| Charles Schwab Target 2020 Index Fund | Common Collective Trusts | — | — | $112K | 2.0% | |
| Brown Advisory Growth Equity Investor | Other securities | — | — | $82K | 1.5% | |
| Dodge & Cox Stock I | Mutual Funds | — | — | $68K | 1.2% | |
| SWO Parkside Moderate | Other securities | — | — | $67K | 1.2% | |
| Charles Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $48K | 0.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $28K | 0.5% | |
| Charles Schwab Small Cap Index | Mutual Funds | — | — | $25K | 0.4% | |
| Charles Schwab Target 2065 Index Fund | Common Collective Trusts | — | — | $16K | 0.3% | |
| Baird Core Plus Bond | Other securities | — | — | $5K | <0.1% | |
| Charles Schwab Target 2025 Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| T Rowe Price Intl Discovery | Mutual Funds | — | — | $1K | <0.1% | |
| Delaware Emerging Markets | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
