Staff Management, Inc.'s EIN is 36-3243445.
Download the official 2024 Form 5500 (PDF) for Staff Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Staff Management, Inc.'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 |
|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | 45-3812777 | — | NONE | $89K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $49K | — |
| BENNING GROUP, LLC | 30-0003878 | — | NONE | $47K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $32.2M | 98.3% |
