JILL Irrgang signed E J Stewart Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E J Stewart Inc.'s EIN is 23-1735490.
Download the official 2024 Form 5500 (PDF) for E J Stewart Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E J Stewart 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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M. HOLDINGS SECURITIES, INC. | 91-1802259 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LT HY 2030 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $506K | 13.4% | |
| PRINCIPAL LT HY 2055 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $493K | 13.0% | |
| PRINCIPAL LT HY 2025 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $322K | 8.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $280K | 7.4% | |
| PRINCIPAL LT HY 2045 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $190K | 5.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $182K | 4.8% | |
| PRINCIPAL LT HY 2035 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $178K | 4.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $174K | 4.6% | |
| PRINCIPAL LT HY 2040 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $166K | 4.4% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $157K | 4.1% | |
| PRINCIPAL LT HY 2050 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $144K | 3.8% | |
| PRINCIPAL LT HY 2020 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $122K | 3.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $117K | 3.1% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $99K | 2.6% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $79K | 2.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $66K | 1.8% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $64K | 1.7% | |
| PRINCIPAL LT HY 2060 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $49K | 1.3% | |
| PIM GLOB BD OPP USDHDG - INST 475 REGISTERED INVESTMENT COMPANY FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $49K | 1.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $35K | 0.9% | |
| PRINCIPAL LT HY 2065 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $25K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $22K | 0.6% | |
| STATE ST S&P MD CP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $21K | 0.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $14K | 0.4% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $8K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| PRINCIPAL LT HY INC Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / 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.
