Rhonda Wooley signed Step2 Discovery LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Step2 Discovery LLC's EIN is 20-8347868.
Download the official 2024 Form 5500 (PDF) for Step2 Discovery LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Step2 Discovery LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Fund 2040 | Mutual Funds | — | — | $1.6M | 14.2% | |
| Vanguard Target Retirement Fund 2030 | Mutual Funds | — | — | $1.4M | 11.6% | |
| Vanguard Target Retirement Fund 2035 | Mutual Funds | — | — | $1.3M | 11.4% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | Other securities | — | — | $1.2M | 10.4% | |
| Vanguard Target Retirement Fund 2055 | Mutual Funds | — | — | $881K | 7.6% | |
| Vanguard Target Retirement Fund 2050 | Mutual Funds | — | — | $805K | 6.9% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $561K | 4.8% | |
| Vanguard Target Retirement Fund 2045 | Mutual Funds | — | — | $485K | 4.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $463K | 4.0% | |
| MFS Mid Cap Value R4 Fund | Mutual Funds | — | — | $353K | 3.0% | |
| SEI Trust Company Galliard Stable Return Fund C Participant Loans | Common Stocks | — | — | $312K | 2.7% | |
| Collective Trust Fund | Common Collective Trusts | — | — | $249K | 2.1% | |
| GALLIARD STBLE RTN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $249K | 2.1% | |
| Vanguard Target Retirement Fund 2025 | Mutual Funds | — | — | $243K | 2.1% | |
| Vanguard Target Retirement Fund 2020 | Mutual Funds | — | — | $212K | 1.8% | |
| Nuveen MFS Utilities Fund R4 | Mutual Funds | — | — | $189K | 1.6% | |
| Vanguard Energy Index Fund Admiral Shares | Common Collective Trusts | — | — | $166K | 1.4% | |
| American Funds American Funds American Mutual R4 Fund | Mutual Funds | — | — | $162K | 1.4% | |
| Natixis Funds Invesco Developing Markets Y Fund | Mutual Funds | — | — | $150K | 1.3% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $123K | 1.1% | |
| American Funds American Funds EUPAC R5 Fund | Mutual Funds | — | — | $113K | 1.0% | |
| Virtus Duff & Phelps Real Estate Securities Fund R6 | Other securities | — | — | $79K | 0.7% | |
| Columbia Overseas Value A Fund | Other securities | — | — | $74K | 0.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $72K | 0.6% | |
| Baird Core Plus Bond Fun Insitutional | Other securities | — | — | $70K | 0.6% | |
| Vanguard Target Retirement Fund 2060 | Mutual Funds | — | — | $59K | 0.5% | |
| Royce Small-Cap Opportunity Invmt Fund Stock Price | Other securities | — | — | $57K | 0.5% | |
| Vanguard Vangurd MidCap Index Admiral Shares | Mutual Funds | — | — | $52K | 0.4% | |
| MFS Loomis Sayles Small Cap Growth Fund | Mutual Funds | — | — | $35K | 0.3% | |
| Fidelity Select Natural Resources Fund | Mutual Funds | — | — | $34K | 0.3% | |
| Vanguard Target Retirement Fund 2065 | Mutual Funds | — | — | $19K | 0.2% | |
| Oppenheimer Funds Nuveen Small/Mid-Cap Value I Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Fidelity Internatonal Index Fund | Common Collective Trusts | — | — | $15K | 0.1% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Pimco Real Return Fund Institutional | Mutual Funds | — | — | $4K | <0.1% | |
| MFS Mid Cap Growth R3 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Pimco Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Class | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Vangurd Small Cap Index Admiral Shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
