Arasely Valdez signed Stephens Pipe and Steel, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stephens Pipe and Steel, LLC's EIN is 26-2319757.
Download the official 2024 Form 5500 (PDF) for Stephens Pipe and Steel, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stephens Pipe and Steel, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTACT ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Interest Fund | Other securities | — | — | $3.0M | 14.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.5M | 11.9% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.2M | 10.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $2.0M | 9.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 8.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.6M | 7.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 7.1% | |
| Gray Glass Trust - Small Cap Value R1 Fund | Other securities | — | — | $1.4M | 6.9% | |
| SMALL CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $1.2M | 5.9% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.2M | 5.9% | |
| INTERNATION STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $1.0M | 4.9% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.0M | 4.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $785K | 3.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $758K | 3.7% | |
| Guaranteed Interest Fund | Other securities | — | — | $62K | 0.3% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 278 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAME INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | INVESTMENT ADVISORY | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | CONTRACT ADMINISTRATOR | $0 | — |
