Patrick McAlpine signed Stephens Shared Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stephens Shared Services LLC's EIN is 27-2059091.
Download the official 2024 Form 5500 (PDF) for Stephens Shared Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stephens Shared Services LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund N/R | Mutual Funds | — | — | $79.5M | 19.4% | |
| JPMorgan Large Cap Growth Fund Mutual Fund N/R | Other securities | — | — | $44.9M | 11.0% | |
| Dodge & Cox Stock X Mutual Fund N/R | Mutual Funds | — | — | $40.4M | 9.9% | |
| Federated Hermes U.S. Treasury Mutual Fund N/R | Other securities | — | — | $38.1M | 9.3% | |
| Cash Reserves Fund Hartford Schroders Intl Stk SDR Mutual Fund N/R | Cash / Money Market | — | — | $24.6M | 6.0% | |
| American Beacon American Beacon Stphn Sm Cp Gr Inv | Mutual Funds | — | — | $23.5M | 5.7% | |
| JPMorgan Mid Cap Value Fund Mutual Fund N/R | Other securities | — | — | $21.8M | 5.3% | |
| Cap Growth Fund Baird Core Plus Bond Institutional Mutual Fund N/R | Other securities | — | — | $19.6M | 4.8% | |
| Cap Growth Fund * American Beacon Stephens Mid Mutual Fund N/R | Other securities | — | — | $16.0M | 3.9% | |
| Invesco Discovery Fund Class A Mutual Fund N/R | Mutual Funds | — | — | $13.4M | 3.3% | |
| Columbia Dividend Income Mutual Fund N/R | Other securities | — | — | $13.3M | 3.3% | |
| T. Rowe Price Small Cap Value Mutual Fund N/R | Other securities | — | — | $13.0M | 3.2% | |
| JPMorgan Government Bond Fund Mutual Fund N/R | U.S. Treasuries | — | — | $10.9M | 2.7% | |
| Janus Henderson Enterprise Fund Mutual Fund N/R | Mutual Funds | — | — | $10.0M | 2.4% | |
| Vanguard Inflation-Protected Secs Mutual Fund N/R | Mutual Funds | — | — | $8.6M | 2.1% | |
| Blackrock Low Duration Bond Fund Mutual Fund N/R | Other securities | — | — | $7.8M | 1.9% | |
| T. Rowe Price Intl Discovery I Mutual Fund N/R | Other securities | — | — | $7.5M | 1.8% | |
| Driehaus Emerging Mkts Gr Mutual Fund N/R | Other securities | — | — | $6.4M | 1.6% | |
| Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.0M | 0.5% | |
| Vanguard Small Cap Index Adm Mutual Fund N/R | Mutual Funds | — | — | $1.9M | 0.5% | |
| Vanguard Mid Cap Index Adm Mutual Fund N/R | Mutual Funds | — | — | $1.9M | 0.5% | |
| Cash * State Street Bank & Trust Cash reserve account N/R | Cash / Money Market | — | — | $237K | <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 |
|---|---|---|---|---|---|
| FRIDAY ELDREDGE & CLARK | 71-0253637 | — | ADMINISTRATOR | $13K | — |
