JON Leins signed Stout Risius Ross, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stout Risius Ross, LLC's EIN is 38-3003685.
Download the official 2024 Form 5500 (PDF) for Stout Risius Ross, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stout Risius Ross, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $61K | — |
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 Management & Research Company LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $43.4M | 19.9% | |
| BAMCO Inc Baron Durable Advantage Fund R6 Shares | Common Stocks | — | — | $17.3M | 7.9% | |
| Capital Research and Management Company American Funds 2050 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $15.0M | 6.9% | |
| Capital Research and Management Company American Funds 2055 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $13.5M | 6.2% | |
| Capital Research and Management Company American Funds 2060 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $10.5M | 4.8% | |
| Capital Research and Management Company American Funds 2045 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $10.5M | 4.8% | |
| Capital Research and Management Company American Funds 2030 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $8.6M | 3.9% | |
| Capital Research and Management Company American Funds 2035 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $8.3M | 3.8% | |
| Capital Research and Management Company American Funds 2040 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $8.2M | 3.7% | |
| Janus Henderson Investors US LLC Enterprise Fund Class I | Mutual Funds | — | — | $8.1M | 3.7% | |
| Invesco Advisers, Inc. Comstock Fund R5 Class | Mutual Funds | — | — | $7.5M | 3.4% | |
| Fidelity Management & Research Company LLC Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.5M | 2.5% | |
| Fidelity Management & Research Company LLC Fidelity Government Money Market Fund | Mutual Funds | — | — | $5.5M | 2.5% | |
| Capital Research and Management Company American Funds New World Fund Class R-6 | Mutual Funds | — | — | $5.2M | 2.4% | |
| Fidelity Management & Research Company LLC Fidelity Diversified International K6 Fund | Mutual Funds | — | — | $4.9M | 2.3% | |
| J.P. Morgan Investment Management, Inc. Small Cap Value Fund Class R5 | Common Stocks | — | — | $4.9M | 2.2% | |
| Loomis, Sayles & Company LP Investment Grade Bond Fund Class N | Common Stocks | — | — | $4.8M | 2.2% | |
| Fidelity Management & Research Company LLC Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $4.5M | 2.1% | |
| American Century Investment Management Inc Mid Cap Value Fund R6 Class | Common Stocks | — | — | $3.5M | 1.6% | |
| Loomis, Sayles & Company LP Bond Fund Class N | Common Stocks | — | — | $3.4M | 1.6% | |
| American Beacon Advisors Inc International Equity Fund Class Y | Common Stocks | — | — | $2.9M | 1.3% | |
| Loomis, Sayles & Company LP Small Cap Growth Fund Institutional Class | Common Stocks | — | — | $2.0M | 0.9% | |
| Capital Research and Management Company American Funds 2025 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.9M | 0.9% | |
| Fidelity Management Trust Company Managed Income Portfolio Fund Class II | Mutual Funds | — | — | $1.6M | 0.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| Capital Research and Management Company American Funds 2010 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.3M | 0.6% | |
| Manning & Napier Advisors, LLC High Yield Bond Series Class Z | Other securities | — | — | $1.2M | 0.6% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $1.2M | 0.5% | |
| Capital Research and Management Company American Funds 2020 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $624K | 0.3% | |
| Fidelity Management & Research Company LLC Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $568K | 0.3% | |
| Fidelity Management & Research Company LLC Fidelity Internation Index Fund | Common Collective Trusts | — | — | $453K | 0.2% | |
| Capital Research and Management Company American Funds 2065 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $346K | 0.2% | |
| Allspring Funds Management, LLC Real Return R6 | Other securities | — | — | $150K | <0.1% | |
| Massachusetts Financial Services Company International Equity Fund Class R6 | Common Stocks | — | — | $88K | <0.1% | |
| Capital Research and Management Company American Funds 2015 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $48K | <0.1% | |
| Fidelity Management & Research Company LLC Fidelity Advisor Balanced Fund Class Z | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
