Jerry Michalkiewicz signed Stonefield Engineering and Design, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stonefield Engineering and Design, LLC's EIN is 27-1586538.
Download the official 2024 Form 5500 (PDF) for Stonefield Engineering and Design, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stonefield Engineering and Design, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| AB High Income Z Fund | Other securities | — | — | $2.2M | 25.7% | |
| BrandywineGLBL Glbl Opps Bd IS | Other securities | — | — | $1.9M | 22.0% | |
| Carillon Eagle MidCaGwth R6 Fd | Other securities | — | — | $1.5M | 17.9% | |
| Amer Beacon Sm Cp Val R6 Fd | Other securities | — | — | $705K | 8.3% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | — | $285K | 3.4% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | — | $255K | 3.0% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $221K | 2.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $210K | 2.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $159K | 1.9% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | — | $159K | 1.9% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | — | $142K | 1.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $142K | 1.7% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | — | $126K | 1.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $114K | 1.3% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $108K | 1.3% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | — | $98K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $89K | 1.1% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $89K | 1.1% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | — | $87K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $87K | 1.0% | |
| FID LC VAL INDEX FUND | Common Collective Trusts | — | — | $84K | 1.0% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | — | $59K | 0.7% | |
| Allspring Spec M Cap Value R6 | Other securities | — | — | $35K | 0.4% | |
| Am Beacon Inter Eq R6 Fund | Other securities | — | — | $29K | 0.3% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $27K | 0.3% | |
| Am Fds Grth Fd of Am R6 Fund | Other securities | — | — | $24K | 0.3% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $20K | 0.2% | |
| Prin Bond Market Index SA-Z | Common Stocks | — | — | $18K | 0.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | — | $14K | 0.2% | |
| JanusHenderson Triton N | Other securities | — | — | $6K | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $6K | <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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
