Debbie Shotwell signed Stack Exchange, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stack Exchange, Inc.'s EIN is 27-2445468.
Download the official 2024 Form 5500 (PDF) for Stack Exchange, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stack Exchange, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $8K | — |
| 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.
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 |
|---|---|---|---|---|---|
| PENSION PROFIT SHARING SERVICES INC | 46-3335003 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| party or maturity value (d) Cost** value (Continued) * Principal LifeTime Hybrid Common-Collective Investment Trust | Common Collective Trusts | — | — | $8.9M | 18.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $8.9M | 18.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $8.1M | 17.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.7M | 12.0% | |
| Fund Admiral Shares Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.7M | 9.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.0M | 6.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.8M | 5.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.5M | 5.2% | |
| Inflation-Protected Securities Index Fund Admiral Shares Vanguard Total Stock Market Mutual Fund | Common Collective Trusts | — | — | $2.3M | 4.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 3.8% | |
| Portfolio Institutional Class Fidelity Large Cap Growth Mutual Fund | Mutual Funds | — | — | $1.1M | 2.3% | |
| Index Fund Admiral Shares Vanguard Total International Mutual Fund | Common Collective Trusts | — | — | $861K | 1.8% | |
| Securities Fund Admiral Shares Vanguard Total International Mutual Fund | Mutual Funds | — | — | $779K | 1.6% | |
| Index Fund * Principal Fixed Income Insurance company general account | Common Collective Trusts | — | — | $435K | 0.9% | |
| Index Fund Fidelity Large Cap Value Mutual Fund | Common Collective Trusts | — | — | $390K | 0.8% | |
| 2025 CIT Z Fund * Principal SmallCap S&P 600 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $367K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $367K | 0.8% | |
| party or maturity value (d) Cost** value (Continued) Vanguard Explorer Fund Mutual Fund | Mutual Funds | — | — | $326K | 0.7% | |
| iShares MSCI EAFE Mutual Fund | Other securities | — | — | $313K | 0.7% | |
| Index Fund Fidelity Mid Cap Growth Mutual Fund | Common Collective Trusts | — | — | $290K | 0.6% | |
| Bond Index Fund Admiral Shares Vanguard Short-Term Mutual Fund | Common Collective Trusts | — | — | $263K | 0.6% | |
| Return Bond Plan Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $241K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $231K | 0.5% | |
| Fund Class R-6 American Funds New World Mutual Fund | Mutual Funds | — | — | $205K | 0.4% | |
| Fund Admiral Shares Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $205K | 0.4% | |
| Admiral Shares Vanguard Hi-Yield Corporate Mutual Fund | Mutual Funds | — | — | $166K | 0.3% | |
| Guaranteed Option * Participant loans Maturing on various dates through October 2029 | Participant loans | — | — | $162K | 0.3% | |
| Fund Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $156K | 0.3% | |
| Eq R5 American Funds AMCAP Mutual Fund | Mutual Funds | — | — | $143K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $131K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $109K | 0.2% | |
| Fund Class R-6 DFA U.S. Large Cap Value Mutual Fund | Mutual Funds | — | — | $105K | 0.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $100K | 0.2% | |
| Fidelity Small Cap Growth Mutual Fund | Mutual Funds | — | — | $85K | 0.2% | |
| Index Fund Fidelity Small Cap Value Mutual Fund | Common Collective Trusts | — | — | $81K | 0.2% | |
| Portfolio Institutional Class DFA U.S. Targeted Value Mutual Fund | Mutual Funds | — | — | $72K | 0.2% | |
| Invesco Oppenheimer Mutual Fund | Mutual Funds | — | — | $64K | 0.1% | |
| Index Fund Fidelity Mid Cap Value Index Mutual Fund | Common Collective Trusts | — | — | $55K | 0.1% | |
| Admiral Shares Vangaurd Inflation-Protected Mutual Fund | Other securities | — | — | $44K | <0.1% | |
| International Growth R6 Fund Metropolitan MetWest Total Mutual Fund | Other securities | — | — | $28K | <0.1% | |
| Bond Fund Class R-6 American Beacon International Mutual Fund | Other securities | — | — | $24K | <0.1% | |
| Stock Index Fund Admiral Shares * Principal LifeTime Hybrid Common-Collective Investment Trust | Common Collective Trusts | — | — | $23K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $23K | <0.1% | |
| Index Fund Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| International Index Fund Class K American Funds Capital World Mutual Fund | Common Collective Trusts | — | — | $7K | <0.1% |
