David Park signed Stepstone Group LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stepstone Group LP's EIN is 33-1156466.
Download the official 2024 Form 5500 (PDF) for Stepstone Group LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stepstone Group LP's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RET. SOLUTIONS, LLC | 13-3689044 | — | RECORDKEEPER | $9K | — |
| THE PARAGON ALLIANCE GROUP, LLC | 23-3044062 | — | RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $19.0M | 18.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $9.3M | 9.2% | |
| The Vanguard Group Vanguard Equity-Income Adm | Mutual Funds | — | — | $4.3M | 4.3% | |
| The Vanguard Group Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $3.6M | 3.6% | |
| T ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.3% | |
| Fidelity International Index | Mutual Funds | — | — | $3.2M | 3.2% | |
| The Vanguard Group Vanguard Small Cap Index Adm | Mutual Funds | — | — | $3.2M | 3.1% | |
| Jennison PGIM Jennison Mid-Cap Growth R6 | Other securities | — | — | $3.1M | 3.1% | |
| RELIANCE/METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.1M | 3.1% | |
| T. Rowe Price T. Rowe Price Overseas Stock I | Other securities | — | — | $3.1M | 3.0% | |
| T ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.9% | |
| Colombia Threadneedle Columbia Contrarian Core Instl3 | Other securities | — | — | $2.9M | 2.9% | |
| The Vanguard Group Vanguard International Growth Adm | Mutual Funds | — | — | $2.8M | 2.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $2.7M | 2.7% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $2.6M | 2.5% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.5% | |
| T ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.3% | |
| The Vanguard Group Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2.2M | 2.2% | |
| JP Morgan Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $2.2M | 2.2% | |
| Fidelity Advisor Technology Z | Mutual Funds | — | — | $2.1M | 2.1% | |
| Victory Sycamore Victory Sycamore Established Value R6 | Other securities | — | — | $2.0M | 2.0% | |
| Calvert Research and Management Calvert US Large Cap Value Rspnb Idx I | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| Dimensional Fund Advisors DFA International Small Company I | Mutual Funds | — | — | $1.5M | 1.5% | |
| Parnassus Investments Parnassus Core Equity Instl | Other securities | — | — | $1.5M | 1.4% | |
| T ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.3% | |
| BlackRock Inc. BlackRock Strategic Income Opps K | Common Stocks | — | — | $1.2M | 1.2% | |
| DWS Group DWS Real Estate Secuities R6 | Common Stocks | — | — | $1.1M | 1.1% | |
| American Funds American Funds Bond Fund of America R6 | Mutual Funds | — | — | $1.1M | 1.1% | |
| American Funds American Funds US Government Sec R6 | Mutual Funds | — | — | $798K | 0.8% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $775K | 0.8% | |
| Notes Receivable from Participants dates ranging from 2025 to 2029 - | Other securities | — | — | $610K | 0.6% | |
| T ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $604K | 0.6% | |
| Invesco Management Company Invesco Gold & Special Minerals R6 | Mutual Funds | — | — | $568K | 0.6% | |
| T ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $511K | 0.5% | |
| T. Rowe Price T. Rowe Price Health Sciences I | Other securities | — | — | $421K | 0.4% | |
| BlackRock Inc. BlackRock Multi-Asset Income Portfolio K | Common Stocks | — | — | $192K | 0.2% | |
| T. Rowe Price T. Rowe Price Financial Services I | Other securities | — | — | $166K | 0.2% | |
| T ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $97K | <0.1% | |
| American Funds American Funds Capital Inc Bldr R6 | Mutual Funds | — | — | $96K | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| T ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| T ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $921 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | 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.
