Kristee Neumann signed States Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
States Industries, LLC's EIN is 27-3216331.
Download the official 2024 Form 5500 (PDF) for States Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)States Industries, 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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 13-2624428 | — | INVESTMENT ADVISOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.5M | 96.6% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $702K | 4.1% | |
| PGIM TOTAL RETURN BOND FUND CIT CL PGIM INVESTMENTS · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $43K | 0.2% |
