Michelle Meiman signed Stakeholder Payroll Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stakeholder Payroll Services, LLC's EIN is 26-0588250.
Download the official 2024 Form 5500 (PDF) for Stakeholder Payroll Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stakeholder Payroll Services, LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $309K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $91K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund 823,782 shares | Mutual Funds | — | $824K | $19.2M | 16.0% | |
| Fidelity Freedom Index 2040 Fund 663,994 shares | Mutual Funds | — | $664K | $16.3M | 13.6% | |
| Fidelity Freedom Index 2030 Fund 749,906 shares | Mutual Funds | — | $750K | $15.1M | 12.6% | |
| Fidelity Freedom Index 2045 Fund 572,758 shares | Mutual Funds | — | $573K | $14.8M | 12.3% | |
| Fidelity Freedom Index 2050 Fund 489,751 shares | Mutual Funds | — | $490K | $12.7M | 10.6% | |
| Fidelity Freedom Index 2025 Fund 477,465 shares | Mutual Funds | — | $477K | $8.9M | 7.4% | |
| Fidelity Freedom Index 2055 Fund 380,995 shares | Mutual Funds | — | $381K | $8.1M | 6.8% | |
| Fidelity 500 Index Fund 23,042 shares | Common Collective Trusts | — | $23K | $4.7M | 3.9% | |
| Fidelity Freedom Index 2020 Fund 292,830 shares | Mutual Funds | — | $293K | $4.6M | 3.8% | |
| Fidelity Freedom Index 2060 Fund 199,207 shares | Mutual Funds | — | $199K | $3.6M | 3.0% | |
| Through July 2034 | Other securities | — | — | $1.7M | 1.5% | |
| JPMorgan Large Cap Growth Fund 18,371 shares | Other securities | — | $18K | $1.5M | 1.3% | |
| Money Market Fund Fidelity Government Money Market 1,371,531 shares | Mutual Funds | — | $1.4M | $1.4M | 1.1% | |
| Fidelity Freedom Index 2065 Fund 91,935 shares | Mutual Funds | — | $92K | $1.3M | 1.1% | |
| Macquarie Mid Cap Growth Fund 44,708 shares | Other securities | — | $45K | $1.3M | 1.1% | |
| Fidelity Freedom Index 2015 Fund 73,082 shares | Mutual Funds | — | $73K | $1.0M | 0.9% | |
| Macquarie Small Cap Value Fund 3 shares 187 Loomis Sayles Small Cap Growth Fund 31,188 shares | Mutual Funds | — | $31K | $925K | 0.8% | |
| Fidelity Mid Cap Index Fund 21,304 shares | Common Collective Trusts | — | $21K | $719K | 0.6% | |
| John Hancock Funds Disciplined Value Fund 30,878 shares | Other securities | — | $31K | $695K | 0.6% | |
| Fidelity Freedom Index 2010 Fund 31,082 shares | Mutual Funds | — | $31K | $399K | 0.3% | |
| Fidelity Freedom Index Income Fund 28,736 shares | Mutual Funds | — | $29K | $336K | 0.3% | |
| Fidelity International Index Fund 6,227 shares | Common Collective Trusts | — | $6K | $296K | 0.2% | |
| PGIM Total Return Bond Fund 13,575 shares | Other securities | — | $14K | $160K | 0.1% | |
| Invesco Developing Markets Fund 3,096 shares | Mutual Funds | — | $3K | $118K | <0.1% | |
| PIMCO Diversified Income Fund 12,065 shares | Mutual Funds | — | $12K | $116K | <0.1% | |
| Fidelity Small Cap Index Fund 839 shares | Common Collective Trusts | — | — | $23K | <0.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $22K | $22K | <0.1% | |
| Fidelity Freedom Index 2070 Fund 1,524 shares | Mutual Funds | — | $2K | $16K | <0.1% | |
| John Hancock Funds Disciplined Value Mid Cap Fund 416 shares | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
