Charles Harenza signed Stevens & Lee's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stevens & Lee's EIN is 23-1886296.
Download the official 2024 Form 5500 (PDF) for Stevens & Lee from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stevens & Lee's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TRANSAMERICA ASSET INC |
| 94-0932740 |
| — |
| NONE |
| $0 |
| — |
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | 76-0528004 | — | NONE | $0 | — |
| CHIRON INVESTMENT MANAGEMENT, LLC | — | NEW YORK, NY | NONE | $0 | — |
| BLACKROCK ADVISORS LLC | 51-0318674 | — | NONE | $0 | — |
| BNY MELLON FUND ADVISORS | — | NEW YORK, NY | NONE | $0 | — |
| LEGG MASON PARTNERS FUND ADVISOR, L | — | BALTIMORE, MD | NONE | $0 | — |
| COLUMBIA MANGMT INVESTMENT ADVISORS | — | BOSTON, MA | NONE | $0 | — |
| FULLER & THALER ASSET MANAGEMENT, I | — | SAN MATEO, CA | NONE | $0 | — |
| BLACKROCK FUND ADVISORS | 51-0318674 | — | NONE | $0 | — |
| JP MORGAN INVESTMENT INC | 13-2624428 | — | NONE | $0 | — |
| PACIFIC INVESTMENT COMPANY LLC | 95-2632339 | — | NONE | $0 | — |
| SEAFARER CAPITAL PARTNERS, LLC | — | LARKSPUR, CA | NONE | $0 | — |
| IRONWOOD CAPITAL MANAGEMENT | — | SAN FRANCISCO, CA | NONE | $0 | — |
| LASALLE INVESTMENT MANAGEMENT, INC. | — | CHICAGO, IL | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND COMPANY | 95-1411037 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | NONE | $1.2M | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $112K | — |
| CONRAD SIEGEL ACTUARIES | 23-1669823 | — | NONE | $46K | — |
| ALLIANCEBERNSTEIN LP | — | NEW YORK, NY | NONE | $0 | — |
| CONGRESS ASSET CO | — | BOSTON, MA | NONE | $0 | — |
| DELAWARE COMPANY | — | PHILADELPHIA, PA | NONE | $0 | — |
| LOOMIS, SAYLES & COMPANY LP | — | BOSTON, MA | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | — | BOSTON, MA | NONE | $0 | — |
| LORD, ABBETT & CO LLC | — | KANSAS CITY, MO | NONE | $0 | — |
| PARTNERS GROUP (USA) INC | — | NEW YORK, NY | NONE | $0 | — |
| RENAISSANCE TECHNOLOGIES LLC | — | NEW YORK, NY | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund CL N 400,425 shares | Other securities | — | $9.5M | $11.9M | 4.2% | |
| JPM Smart Rtrmnt 2030 Fund R6 454,818 shares | Other securities | — | $8.1M | $8.4M | 3.0% | |
| FS Chiron Capital 590,063 shares | Other securities | — | $7.1M | $8.1M | 2.9% | |
| Ishares S&P 500 Index Fd CL K 11,064 shares | Common Collective Trusts | — | $6.4M | $7.6M | 2.7% | |
| Microsoft Corp 13,887 shares | Common Stocks | — | $3.2M | $5.9M | 2.1% | |
| JPM Smart Rtrmnt 2040 Fund R6 244,882 shares | Other securities | — | $5.0M | $5.3M | 1.9% | |
| Clearbridge Small Cap Grth IS shares - Columbia Contrarian Core 142,236 shares | Other securities | — | $4.7M | $5.2M | 1.8% | |
| JPM Smart Rtrmnt 2050 Fund R6 203,906 shares | Other securities | — | $4.2M | $4.6M | 1.6% | |
| Blackrock Liquidity FedFunds Cash Reserve 4,609,677 shares | Cash / Money Market | — | $4.6M | $4.6M | 1.6% | |
| Nvidia Corp 32,034 shares | Common Stocks | — | $187K | $4.3M | 1.5% | |
| Money Market Funds Blackrock Liquidity FedFund 4,128,700 shares | Cash / Money Market | — | $4.1M | $4.1M | 1.5% | |
| Macquarie Corporate Bond 237,242 shares | Other securities | — | $1.7M | $3.6M | 1.3% | |
| BNY Mellon Global Fixed 170,243 shares | Other securities | — | $3.7M | $3.4M | 1.2% | |
| Ironwood Multi-Strategy Fund LLC 2,809 shares | Other securities | — | $3.1M | $3.4M | 1.2% | |
| Blackrock EQ Dividend Cl K 172,877 shares | Other securities | — | $3.3M | $3.3M | 1.2% | |
| Partners Group Private Equity 1,585,225 shares | Common Stocks | — | $915K | $3.3M | 1.2% | |
| JPM Smart Rtrmnt 2020 Fund R6 182,535 shares | Other securities | — | $2.8M | $2.9M | 1.0% | |
| Apple Inc 10,964 shares | Common Stocks | — | $563K | $2.7M | 1.0% | |
| J P Morgan Chase and Co 11,442 shares | Common Stocks | — | $1.2M | $2.7M | 1.0% | |
| JLL Income Property Class AI 218,439 shares | Other securities | — | $2.5M | $2.5M | 0.9% | |
| Broadcom Inc 10,599 shares | Common Stocks | — | $1.1M | $2.5M | 0.9% | |
| Mastercard Inc 4,596 shares | Common Stocks | — | $1.4M | $2.4M | 0.9% | |
| Servicenow Inc 2,138 shares | Common Stocks | — | $345K | $2.3M | 0.8% | |
| Amazon Com Inc 10,185 shares | Common Stocks | — | $699K | $2.2M | 0.8% | |
| Alphabet Inc 11,352 shares | Common Stocks | — | $468K | $2.2M | 0.8% | |
| Pimco Total Return Port. Instl 251,292 shares | Mutual Funds | — | $2.2M | $2.1M | 0.8% | |
| Taiwan S Manufacturing 10,314 shares | Other securities | — | $1.3M | $2.0M | 0.7% | |
| Federated Hermes Govt Oblg Adv 1,911,713 shares | Other securities | — | $1.9M | $1.9M | 0.7% | |
| MFS International Intrinsic VL FD R6 52,516 shares | Mutual Funds | — | $2.0M | $1.9M | 0.7% | |
| American Express Co 5,980 shares | Common Stocks | — | $826K | $1.8M | 0.6% | |
| Accenture PLC 5,024 shares | Common Stocks | — | $859K | $1.8M | 0.6% | |
| Exxon Mobil Corp 16,119 shares | Common Stocks | — | $1.8M | $1.7M | 0.6% | |
| MFS Mid Cap Value Fd R6 52,188 shares | Mutual Funds | — | $1.6M | $1.7M | 0.6% | |
| Blackrock Global Allocation K 88,571 shares | Other securities | — | $1.6M | $1.7M | 0.6% | |
| Abbott Labs 14576 shares | Other securities | — | $1.6M | $1.6M | 0.6% | |
| Unitedhealth Group Inc 3,092 shares | Common Stocks | — | $829K | $1.6M | 0.6% | |
| S&P Global Inc 3,055 shares | Common Stocks | — | $887K | $1.5M | 0.5% | |
| Meta Platforms Inc 2,513 shares | Common Stocks | — | $1.2M | $1.5M | 0.5% | |
| Abbvie Inc 8273 shares | Common Stocks | — | $969K | $1.5M | 0.5% | |
| Prologis Inc 13,849 shares | Common Stocks | — | $1.5M | $1.5M | 0.5% | |
| Marsh & Mclennan Cos Inc 6,625 shares | Common Stocks | — | $723K | $1.4M | 0.5% | |
| Progressive Crp Ohio 5,682 shares | Other securities | — | $775K | $1.4M | 0.5% | |
| Investments Alkeon Growth Offshore Fund Ltd 1,351,862 shares | OTHER | — | $1.6M | $1.4M | 0.5% | |
| Lowe's Companies Inc 5,423 shares | Common Stocks | — | $692K | $1.3M | 0.5% | |
| Eaton Corp PLC 3,931 shares | Common Stocks | — | $634K | $1.3M | 0.5% | |
| CIGNA Group 4,488 shares | Common Stocks | — | $1.2M | $1.2M | 0.4% | |
| Union Pac Corp 5,365 shares | Common Stocks | — | $852K | $1.2M | 0.4% | |
| VISA Inc 3,818 shares | Common Stocks | — | $353K | $1.2M | 0.4% | |
| Mckesson Corp 2,098 shares | Common Stocks | — | $744K | $1.2M | 0.4% | |
| Zoetis Inc 7,081 shares | Common Stocks | — | $1.0M | $1.2M | 0.4% |
