AMY Shaub signed Stewart Welding & Fabricating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stewart Welding & Fabricating, Inc.'s EIN is 23-2526025.
Download the official 2024 Form 5500 (PDF) for Stewart Welding & Fabricating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stewart Welding & Fabricating, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC. | 95-2834236 | — | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AB US LG CAP GROWTH CIT P2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.6M | 14.9% | |
| Blackrock Lifepath Indx 2040 K Mutual fund | Other securities | — | — | $1.2M | 11.3% | |
| Blackrock Lifepath Indx 2050 K Mutual fund | Other securities | — | — | $1.0M | 9.9% | |
| Vanguard Equity Income Admiral Mutual fund | Mutual Funds | — | — | $1.0M | 9.7% | |
| Blackrock Lifepath Indx 2055 K Mutual fund | Other securities | — | — | $829K | 7.9% | |
| Pimco Rae Fund'Tl US Sm Mutual fund | Mutual Funds | — | — | $575K | 5.5% | |
| Blackrock Lifepath Indx 2045 K Mutual fund | Other securities | — | — | $551K | 5.3% | |
| Blackrock Lifepath Index Ret K Mutual fund | Other securities | — | — | $543K | 5.2% | |
| ISHARES S&P 500 INDEX K Mutual fund | Common Collective Trusts | — | — | $526K | 5.0% | |
| Blackrock Lifepath Indx 2035 K Mutual fund | Other securities | — | — | $439K | 4.2% | |
| Blackrock Lifepath Indx 2060 K Mutual fund | Other securities | — | — | $407K | 3.9% | |
| American Funds Europacfic R6 Mutual fund | Mutual Funds | — | — | $327K | 3.1% | |
| Goldman Sachs Stable Value Ct Common collective trust | Stable Value | — | — | $290K | 2.8% | |
| NB Small Cap Growth Tr Fndrs Mutual fund | Other securities | — | — | $262K | 2.5% | |
| ISHARES RUSSELL MD-CAP INDEX K Mutual fund | Other securities | — | — | $203K | 1.9% | |
| Blackrock Lifepath Indx 2030 K Mutual fund | Other securities | — | — | $181K | 1.7% | |
| ISHARES US AGGR BOND INDEX K Mutual fund 581 Guggenheim Macro Opportun I Mutual fund 448 DFA Real Estate Securities I Mutual fund 302 * Participant loans Low 4.25% - High 9.50% | Mutual Funds | — | — | $146K | 1.4% | |
| Blackrock Lifepath Indx 2065 K Mutual fund | Other securities | — | — | $88K | 0.8% | |
| Pgim Glbl Total Return Z Mutual fund | Other securities | — | — | $67K | 0.6% | |
| ISHARES RUSSELL 2000 SC IDX K Mutual fund | Common Collective Trusts | — | — | $61K | 0.6% | |
| NEUBERGER BERMAN SMALL CAP GROWTH WILMINGTON TRUST, N.A. · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $52K | 0.5% | |
| Principal Divers Int'l Inst'l Mutual fund | Other securities | — | — | $36K | 0.3% | |
| American Funds Am Balanced R6 Mutual fund | Mutual Funds | — | — | $36K | 0.3% | |
| Columbia High Yield Bond Inst Mutual fund | Other securities | — | — | $29K | 0.3% | |
| Victory Sycamore Est Val R6 Mutual fund | Other securities | — | — | $28K | 0.3% | |
| ISHARES MSCI TTL INTL INDEX K Mutual fund | Other securities | — | — | $23K | 0.2% | |
| DODGE & COX INCOME X Mutual fund | Mutual Funds | — | — | $13K | 0.1% | |
| MACQUARIE MID CAP GROWTH I Mutual fund | Other securities | — | — | $9K | <0.1% | |
| GOLDMAN SACHS STABLE VALUE CT GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6K | <0.1% | |
| DFA Emerging Mkts Core Equity Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| HB&T BLACKROCK SMALL CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK LARGE CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MID CAP EQUITY INDEX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK U.S. AGGREGATE BOND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLKRCK MSCI ACWI EXUS IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CR PL BD CIF R2 WESTERN ASSET MGMT CO. · EIN 95-2705767 / PN 113 | 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.
