Katherine Clifton signed Step Energy Services (USA) Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Step Energy Services (USA) Ltd.'s EIN is 37-1775333.
Download the official 2024 Form 5500 (PDF) for Step Energy Services (USA) Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Step Energy Services (USA) Ltd.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $133 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Research and Management Company American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $2.0M | 19.3% | |
| Capital Research and Management Company American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $1.5M | 14.6% | |
| Capital Research and Management Company American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $1.4M | 14.0% | |
| Capital Research and Management Company American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1.2M | 11.9% | |
| Capital Research and Management Company American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $691K | 6.8% | |
| Capital Research and Management Company American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $682K | 6.7% | |
| Fidelity Management & Research Co Fidelity Blue Chip Growth Fund Inv | Mutual Funds | — | — | $598K | 5.9% | |
| Capital Research and Management Company American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $331K | 3.3% | |
| Fidelity Management & Research Co Fidelity Growth Company Fund | Mutual Funds | — | — | $311K | 3.1% | |
| Capital Research and Management Company American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $251K | 2.5% | |
| Capital Research and Management Company American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $232K | 2.3% | |
| Participant Loans Interest rates ranging from 6.0% to -0- | Bonds / Notes | — | — | $201K | 2.0% | |
| Fidelity Management & Research Co Fidelity Total Market Index | Common Collective Trusts | — | — | $171K | 1.7% | |
| Capital Research and Management Company American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $163K | 1.6% | |
| Capital Research and Management Company American Funds New World R6 | Mutual Funds | — | — | $70K | 0.7% | |
| Fidelity Management & Research Co Fidelity International Index | Mutual Funds | — | — | $67K | 0.7% | |
| EAICA EI Fixed Account - Series Class IV | Other securities | — | — | $63K | 0.6% | |
| Hartford Funds Management Company, LLC Hartford Dividend and Growth R6 | Common Stocks | — | — | $51K | 0.5% | |
| Fidelity Management & Research Co Fidelity Investment Grade Bond Fund | Mutual Funds | — | — | $44K | 0.4% | |
| Capital Research and Management Company American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $28K | 0.3% | |
| Fidelity Management & Research Co Fidelity Mid Cap Index | Mutual Funds | — | — | $24K | 0.2% | |
| Fidelity Management & Research Co Fidelity Government Income | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Management & Research Co Fidelity Small Cap Index | Mutual Funds | — | — | $17K | 0.2% | |
| Dimensional Fund Advisors LP DFA Real Estate Securities I | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity Management & Research Co Fidelity Puritan | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity Management & Research Co Fidelity Small Cap Value | Mutual Funds | — | — | $11K | 0.1% | |
| Janus Henderson Investors US LLC Janus Henderson Triton N ** 290 Fidelity Management & Research Co Fidelity Extended Market Index | Mutual Funds | — | — | $8K | <0.1% | |
| Massachusetts Financial Services Company MFS Mid Cap Value R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Management & Research Co Fidelity Capital & Income | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | 35-2552359 | — | ADVISOR | $18K | — |
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $3K | — |
