Heidi Hagle signed Stefanini's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stefanini's EIN is 38-2774613.
Download the official 2024 Form 5500 (PDF) for Stefanini from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stefanini'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA N.A. | 13-5674085 | — | INVESTMENT ADVISORY PLAN | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $8.7M | 12.5% | |
| Fidelity | Mutual Funds | — | — | $8.5M | 12.1% | |
| Fidelity | Mutual Funds | — | — | $7.3M | 10.5% | |
| JPMorgan | Other securities | — | — | $6.9M | 9.9% | |
| Fidelity | Mutual Funds | — | — | $4.6M | 6.6% | |
| Fidelity | Mutual Funds | — | — | $4.5M | 6.5% | |
| Fidelity | Mutual Funds | — | — | $3.6M | 5.2% | |
| Transamerica | Other securities | — | — | $2.9M | 4.1% | |
| Vangaurd | Other securities | — | — | $2.5M | 3.6% | |
| Fidelity | Mutual Funds | — | — | $2.4M | 3.4% | |
| Fidelity | Mutual Funds | — | — | $2.0M | 2.9% | |
| Allspring | Other securities | — | — | $1.9M | 2.7% | |
| Franklin | Mutual Funds | — | — | $1.7M | 2.4% | |
| Fidelity | Mutual Funds | — | — | $1.5M | 2.2% | |
| Fidelity | Mutual Funds | — | — | $1.4M | 2.1% | |
| MFS | Mutual Funds | — | — | $1.3M | 1.8% | |
| Fidelity | Mutual Funds | — | — | $963K | 1.4% | |
| Fidelity | Mutual Funds | — | — | $940K | 1.3% | |
| Participant Loans | Participant loans | — | — | $865K | 1.2% | |
| American Funds | Mutual Funds | — | — | $788K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $780K | 1.1% | |
| Vangaurd | Other securities | — | — | $767K | 1.1% | |
| Undiscovered Mgrs | Other securities | — | — | $536K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $490K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $339K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $312K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $285K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $271K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $250K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $201K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $69K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $66K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $44K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity | 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.
