Mindy ROTZ signed Stageright Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stageright Corporation's EIN is 38-2513133.
Download the official 2024 Form 5500 (PDF) for Stageright Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stageright Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | NEW YORK, NY | CONTRACT ADMIN | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Income Fund Putnam Investments Guaranteed Income Fund | Mutual Funds | — | — | $4.8M | 17.3% | |
| Empower Annuity Insurance Company Large Cap Growth/American Century Fund | Common Stocks | — | — | $4.2M | 15.1% | |
| LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | — | $4.2M | 15.1% | |
| Vanguard Value Index ADM Fund | Mutual Funds | — | — | $3.1M | 11.4% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $2.2M | 7.9% | |
| Fidelity Investments Advisor Total Bond Z Fund | Mutual Funds | — | — | $2.1M | 7.6% | |
| Vanguard Explorer ADM Fund | Mutual Funds | — | — | $2.0M | 7.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.2M | 4.5% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $988K | 3.6% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $951K | 3.5% | |
| American Funds American Balanced R6 Fund | Mutual Funds | — | — | $693K | 2.5% | |
| American Funds Capital World G/I R6 Fund | Mutual Funds | — | — | $500K | 1.8% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $338K | 1.2% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $159K | 0.6% | |
| Fidelity Investments Global EX US Index Fund | Common Collective Trusts | — | — | $94K | 0.3% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $36K | 0.1% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
