Victoria K Guerre signed Stackpath Management, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stackpath Management, Inc.'s EIN is 20-3505361.
Download the official 2023 Form 5500 (PDF) for Stackpath Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Stackpath Management, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON I | — | HOUSTON, TX | OTHER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Adm Fund | Mutual Funds | — | — | $2.4M | 14.6% | |
| TIAA-Cref Lifecycle Index 2045 Instl Fund | Mutual Funds | — | — | $1.6M | 9.6% | |
| TIAA-Cref Lifecycle Index 2030 Instl Fund | Mutual Funds | — | — | $1.5M | 9.0% | |
| TIAA-Cref Lifecycle Index 2055 Instl Fund | Mutual Funds | — | — | $1.2M | 7.5% | |
| Vanguard Total Intl Stock Index Admiral Fund | Mutual Funds | — | — | $1.1M | 6.4% | |
| TIAA-Cref Lifecycle Index 2040 Instl Fund | Mutual Funds | — | — | $971K | 5.9% | |
| TIAA-Cref Lifecycle Index 2050 Instl Fund | Mutual Funds | — | — | $933K | 5.7% | |
| TIAA-Cref Lifecycle Index 2035 Instl Fund | Mutual Funds | — | — | $682K | 4.2% | |
| Dimensional Global Equity I Fund | Mutual Funds | — | — | $634K | 3.9% | |
| TIAA-Cref Lifecycle Index Ret Inc Instl Fund | Mutual Funds | — | — | $565K | 3.5% | |
| Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $515K | 3.1% | |
| Fidelity Balanced K Fund | Mutual Funds | — | — | $432K | 2.6% | |
| Fidelity Advisor Growth OPPS Z Fund | Mutual Funds | — | — | $428K | 2.6% | |
| Vanguard Inflation-Protected Secs Adm Fund | Mutual Funds | — | — | $427K | 2.6% | |
| GWLA Group Annuity Contract | Common Stocks | — | — | $388K | 2.4% | |
| Vanguard Explorer Adm Fund | Mutual Funds | — | — | $381K | 2.3% | |
| Cohen & Steers RealEstate Securities Z Fund | Other securities | — | — | $379K | 2.3% | |
| Neuberger Berman Large Cap Value R6 Fund | Other securities | — | — | $369K | 2.3% | |
| TIAA-Cref Lifecycle Index 2060 Instl Fund | Mutual Funds | — | — | $252K | 1.5% | |
| John Hancock Bond R6 Fund | Other securities | — | — | $224K | 1.4% | |
| Lord Abbett Bond Debenture R6 Fund | U.S. Treasuries | — | — | $213K | 1.3% | |
| Dimensional US Small Cap Fund | Mutual Funds | — | — | $201K | 1.2% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $198K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $142K | 0.9% | |
| TIAA-Cref Lifecycle Index 2025 Instl Fund | Mutual Funds | — | — | $106K | 0.6% | |
| Participants Notes receivable from participants with interest rates from 4.25% to 9.50%, due through 2028. | Bonds / Notes | — | — | $73K | 0.4% | |
| PGIM High-Yield R6 Fund | Other securities | — | — | $38K | 0.2% | |
| Janus Henderson Developed World Bond N Fund | Mutual Funds | — | — | $36K | 0.2% | |
| Dimensional US Targeted Value I Fund | Mutual Funds | — | — | $33K | 0.2% | |
| Vanguard International Growth Adm Fund | Mutual Funds | — | — | $29K | 0.2% | |
| Franklin Small-Mid Cap Growth R6 Fund | Mutual Funds | — | — | $9K | <0.1% | |
| TIAA-Cref Lifecycle Index 2065 Instl Fund | Mutual Funds | — | — | $2K | <0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
