Tracey Kugelard signed STS Operating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
STS Operating, Inc.'s EIN is 38-2839897.
Download the official 2024 Form 5500 (PDF) for STS Operating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STS Operating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLP | — | CHICAGO, IL | NONE | $13K | — |
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.7M | 17.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 12.9% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.2% | |
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.4M | 8.9% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.5% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.3% | |
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.2M | 7.8% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $518K | 3.3% | |
| Alliance Bernstein AB Large Cap Growth Z | Mutual Funds | — | — | $358K | 2.3% | |
| Capital Group American Funds American Century Mid Cap Value R6 | Mutual Funds | — | — | $340K | 2.1% | |
| JPMORGAN EQUITY INCOME R6 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $335K | 2.1% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $312K | 2.0% | |
| DODGE AND COX INCOME - I DODGE AND COX · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $297K | 1.9% | |
| FRANKLIN SMALL CAP GROWTH R6 FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $261K | 1.6% | |
| MFS INTERNATIONAL INTRINSIC VALUE R MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $252K | 1.6% | |
| NORTHERN SMALL CAP VALUE NORTHERN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $248K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $232K | 1.5% | |
| T.ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $171K | 1.1% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $135K | 0.9% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $128K | 0.8% | |
| Capital Group American Funds American Balanced R6 | Mutual Funds | — | — | $123K | 0.8% | |
| Capital Group American Funds American Funds New World R6 | Mutual Funds | — | — | $88K | 0.6% | |
| Prudential Investment Management PGIM Global Real Estate R6 | Other securities | — | — | $74K | 0.5% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $23K | 0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR A T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $23K | 0.1% | |
| MFS INTERNATIONAL INTRINSIC VALUE R MFS · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R2 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL DISCIPLINED GR A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO STOCKSPLUS R PIMCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES STRATEGIC INCOME A LOOMIS SAYLES FUNDS · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY MID CAP VALUE A AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM GLOBAL REAL ESTATE A PGIM INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL CORE BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL CAP GROWTH A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD R2 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $12K |
| — |
