Tracey Kugelard signed STS Operating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
STS Operating, Inc.'s EIN is 22-3827595.
Download the official 2024 Form 5500 (PDF) for STS Operating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STS Operating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | 84-0467907 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | NONE | $70K | — |
| SIKICH LLP | — | CHICAGO, IL |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $23.8M | 14.2% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $21.2M | 12.6% | |
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $16.1M | 9.6% | |
| Alliance Bernstein AB Large Cap Growth Z | Other securities | — | — | $15.7M | 9.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.7M | 8.8% | |
| JPMORGAN EQUITY INCOME R6 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9.9M | 5.9% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $8.3M | 4.9% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.5M | 4.4% | |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.9M | 4.1% | |
| DODGE & COX INCOME - I DODGE & COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.4M | 3.8% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.3M | 3.8% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $5.9M | 3.5% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.7M | 2.8% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.3% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.1M | 1.9% | |
| American Century American Century Mid Cap Value | Other securities | — | — | $2.7M | 1.6% | |
| T.ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.6% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.2% | |
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $853K | 0.5% | |
| Vanguard Total International Stock Index (Admiral) | Mutual Funds | — | — | $731K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $698K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 TR A T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $315K | 0.2% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| MASSMUTUAL DIVERSIFIED BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL SMALL CAP OPPS SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA TRST STBLE HIGH QUAL INC A COLUMBIA CT OR SVF · EIN 13-5598093 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $13K |
| — |
