Tommy Horst signed Stonecreek Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stonecreek Services, LLC's EIN is 35-2662873.
Download the official 2024 Form 5500 (PDF) for Stonecreek Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stonecreek Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | SERVICE PROVIDER | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPERATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $4.0M | 98.8% | |
| Lincoln Nat'l Life - Director VG Target Ret 2050 Inv a | Other securities | — | — | $1.3M | 31.3% | |
| Lincoln Nat'l Life - Director VG Target Ret 2030 Inv a | Other securities | — | — | $1.0M | 25.4% | |
| Lincoln Nat'l Life - Director VG Target Ret 2045 Inv a | Other securities | — | — | $342K | 8.4% | |
| Lincoln Nat'l Life - Director VG Target Ret 2055 Inv a | Other securities | — | — | $227K | 5.6% | |
| Lincoln Nat'l Life - Director AmerFunds AmerBal a | Other securities | — | — | $212K | 5.2% | |
| Lincoln Nat'l Life - Director Vanguard 500 Index a | Common Collective Trusts | — | — | $203K | 5.0% | |
| Lincoln Nat'l Life - Director VG Target Ret 2025 Inv a | Other securities | — | — | $173K | 4.2% | |
| Lincoln Nat'l Life - Director VG Target Ret 2060 Inv a | Other securities | — | — | $168K | 4.1% | |
| Lincoln Nat'l Life - Director VG Target Ret 2035 Inv a | Other securities | — | — | $128K | 3.1% | |
| Lincoln Nat'l Life - Director VG Target Ret 2020 Inv a | Other securities | — | — | $61K | 1.5% | |
| Lincoln Nat'l Life - Director AmerFunds Int Grw&Inc a | Common Stocks | — | — | $32K | 0.8% | |
| Lincoln Nat'l Life - Director Guaranteed Stable Val a | Other securities | — | — | $27K | 0.7% | |
| Lincoln Nat'l Life - Director VG Target Ret 2040 Inv a | Other securities | — | — | $26K | 0.6% | |
| Lincoln Nat'l Life - Director Baird Aggregate Bond Inst a 875 * Lincoln Nat'l Life - Director MFS MidCap Growth a | Mutual Funds | — | — | $21K | 0.5% | |
| Lincoln Nat'l Life - Director Invesco Div Divdnd a | Mutual Funds | — | — | $21K | 0.5% | |
| Lincoln Nat'l Life - Director PGIM Jenn Sm Co Fnd Cl a 241 * Lincoln Nat'l Life - Director VG Div Grw Inv Shares a | Common Stocks | — | — | $20K | 0.5% | |
| Lincoln Nat'l Life - Director Invesco Intl Growth a | Mutual Funds | — | — | $19K | 0.5% | |
| Lincoln Nat'l Life - Director PIMCO CmdtyRlRetrn Strat a | Mutual Funds | — | — | $16K | 0.4% | |
| Lincoln Nat'l Life - Director MFS Growth a | Mutual Funds | — | — | $12K | 0.3% | |
| Lincoln Nat'l Life - Director VG Target Ret 2065 Inv a | Other securities | — | — | $12K | 0.3% | |
| Lincoln Nat'l Life - Director DFA US Sm Cp Val Prt Inst a | Mutual Funds | — | — | $7K | 0.2% | |
| Lincoln Nat'l Life - Director VG Selected Val Inv Share a | Other securities | — | — | $7K | 0.2% | |
| Lincoln Nat'l Life - Director AmerFunds CapWldGrw&Inc a | Common Stocks | — | — | $6K | 0.1% | |
| Lincoln Nat'l Life - Director VG Target Ret 2070 Inv a | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| ERISA SERVICES | — | KNOXVILLE, TN | THIRD PARTY ADMIN | $375 | — |
