STG Logistics, Inc.'s EIN is 22-2607954.
Download the official 2024 Form 5500 (PDF) for STG Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STG Logistics, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $130K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock LIFEPATH 2045 FUND | Other securities | — | — | $7.7M | 12.0% | |
| Blackrock LIFEPATH 2035 K | Other securities | — | — | $7.4M | 11.5% | |
| Blackrock LIFEPATH 2030 FUND | Other securities | — | — | $6.3M | 9.8% | |
| Blackrock LIFEPATH 2040 FUND | Other securities | — | — | $6.0M | 9.3% | |
| Blackrock LIFEPATH RET FUND K | Other securities | — | — | $5.6M | 8.7% | |
| Blackrock LIFEPATH 2050 FUND | Other securities | — | — | $4.7M | 7.4% | |
| Blackrock LIFEPATH 2055 FUND | Other securities | — | — | $4.2M | 6.6% | |
| Vanguard 500 INDEX FUND - ADM | Common Collective Trusts | — | — | $3.0M | 4.7% | |
| Blackrock LIFEPATH 2060 K | Other securities | — | — | $2.3M | 3.6% | |
| Reliance METLIFE REL ST VAL 25053 | Other securities | — | — | $2.2M | 3.5% | |
| American Century AMERICAN CENTURY ULTRA - R6 | Other securities | — | — | $2.1M | 3.3% | |
| Notes receivables 4.25% to 9.50%, maturity dates through February $-- | Bonds / Notes | — | — | $1.6M | 2.5% | |
| American Funds AMERICAN FNDS FUNDAMENT INV R6 | Mutual Funds | — | — | $1.3M | 2.0% | |
| American Funds AMERICAN FUNDS WAMU - R6 | Mutual Funds | — | — | $1.1M | 1.7% | |
| American Funds AMER FUNDS NEW PERSP R6 | Mutual Funds | — | — | $695K | 1.1% | |
| Blackrock MIDCAP GROWTH EQ K | Other securities | — | — | $691K | 1.1% | |
| Vanguard SMALL CAP INDEX ADMRL | Mutual Funds | — | — | $679K | 1.1% | |
| Vanguard MID CAP INDEX - ADM | Mutual Funds | — | — | $662K | 1.0% | |
| American Funds AMERFUNDS AMER BALANCED - R6 | Mutual Funds | — | — | $623K | 1.0% | |
| Vanguard LIFESTRATEGY MOD GROW | Mutual Funds | — | — | $607K | 0.9% | |
| Blackrock LIFEPATH 2065 K | Other securities | — | — | $583K | 0.9% | |
| Vanguard TOT BND MKT IND - ADM | Mutual Funds | — | — | $523K | 0.8% | |
| Vanguard TOT INTL STK IND ADM | Mutual Funds | — | — | $509K | 0.8% | |
| American Century AMERICAN CENTURY MID CP VAL R6 | Other securities | — | — | $422K | 0.7% | |
| American Funds AMERICAN FUNDS EUROPAC GRO - R6 | Mutual Funds | — | — | $414K | 0.6% | |
| American Century AMC SMALL CAP VALUE FUND - R6 | Other securities | — | — | $338K | 0.5% | |
| Dimensional Fund DFA INFLATION PROT SEC INST | Mutual Funds | — | — | $270K | 0.4% | |
| Advisors Cohen & Steers COHEN & STEERS REAL EST SEC Z | Other securities | — | — | $253K | 0.4% | |
| Vanguard VAN LS INCOME - INV | Mutual Funds | — | — | $219K | 0.3% | |
| Vanguard LIFESTRATEGY GROWTH | Mutual Funds | — | — | $212K | 0.3% | |
| Columbia SMALL CAP VALUE II3 | Other securities | — | — | $200K | 0.3% | |
| Vanguard VAN LIFESTRAT CONSERV GR - INV | Mutual Funds | — | — | $200K | 0.3% | |
| Voya Financial VOYA INTERMEDIATE BOND R6 | Other securities | — | — | $143K | 0.2% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $119K | 0.2% | |
| John Hancock JH ESG LARGE CAP CORE R6 | Other securities | — | — | $85K | 0.1% | |
| Lord Abbett LORD ABBETT BOND DEBENTURE R6 | U.S. Treasuries | — | — | $84K | 0.1% | |
| State Street STATE ST CASH SERIES US GOVT L | Cash / Money Market | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADV |
| $84K |
| — |
