Kirk Peters signed Stein, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stein, LLC's EIN is 34-1118640.
Download the official 2022 Form 5500 (PDF) for Stein, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Stein, LLC's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), automatic enrollment.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | — | NONE | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $39K | — |
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.
| % of plan | |||
|---|---|---|---|
| CORE PLUS BOND / PGIM FD PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 299 | Pooled Separate Account | $0 | — |
| DRYDEN S&P 500 INDEX FUND PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 123 | Pooled Separate Account | $0 | — |
| EMRGMRKTEQ/PGIMQUANTSOL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 030 | Pooled Separate Account | $0 | — |
| HIGH YIELD BOND / PRU PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 300 | Pooled Separate Account | $0 | — |
| INTL BLD/PICTET PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 534 | Pooled Separate Account | $0 | — |
| INVESCO SCG STGY PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 293 | Pooled Separate Account | $0 | — |
| JANUS BALANCED STRATEGY PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 180 | Pooled Separate Account | $0 | — |
| LARGE CP GROWTH I (TROWE) PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 274 | Pooled Separate Account | $0 | — |
| LCV/LSV ASSET MGMT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 318 | Pooled Separate Account | $0 | — |
| MCG/WESTFIELD CAPITAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 560 | Pooled Separate Account | $0 | — |
| MCV / PGIM QUANT SOL FD PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 647 | Pooled Separate Account | $0 | — |
| PRU DAY ONE IFX TRGT BAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 697 | Pooled Separate Account | $0 | — |
| PGIM QUANT SOL MC IDX PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 833 | Pooled Separate Account | $0 | — |
| SA/INVESCO GLOBAL STRAT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 308 | Pooled Separate Account | $0 | — |
| SCV/VICTORY FUND PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 701 | Pooled Separate Account | $0 | — |
