Corey Martin signed E.C. Styberg Engineering Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E.C. Styberg Engineering Company's EIN is 39-0644639.
Download the official 2024 Form 5500 (PDF) for E.C. Styberg Engineering Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E.C. Styberg Engineering Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH STABLE VALUE CL R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $6.1M | 26.2% | |
| CALLAN GLIDEPATH 2030 FUND WILMINGTON TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $3.1M | 13.6% | |
| CALLAN GLIDEPATH 2035 FUND WILMINGTON TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $1.7M | 7.5% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Mutual Funds | Mutual Funds | — | — | $1.6M | 7.0% | |
| VANGUARD 500 INDEX F Mutual Funds | Common Collective Trusts | — | — | $1.1M | 4.9% | |
| CALLAN GLIDEPATH 2025 FUND WILMINGTON TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $930K | 4.0% | |
| CALLAN GLIDEPATH 2040 FUND WILMINGTON TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $907K | 3.9% | |
| VANGUARD ENERGY INDEX ADM Mutual Funds | Mutual Funds | — | — | $878K | 3.8% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $809K | 3.5% | |
| MID CAP VALUE FUND CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $633K | 2.7% | |
| MID CAP GROWTH FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $582K | 2.5% | |
| POLEN GROWTH FD INST Mutual Funds | Other securities | — | — | $487K | 2.1% | |
| WESTERN ASSET CORE PLUS BD FD I Mutual Funds | Other securities | — | — | $466K | 2.0% | |
| HARTFORD SCHRODERS INTERNTL STK SDR Mutual Funds | Other securities | — | — | $445K | 1.9% | |
| SMALL CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $398K | 1.7% | |
| CALLAN GLIDEPATH 2020 FUND WILMINGTON TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $386K | 1.7% | |
| Notes receivable from participants (at 3.25% to 8.25%) Outstanding participant loans | Bonds / Notes | — | — | $341K | 1.5% | |
| CALLAN GLIDEPATH 2045 FUND WILMINGTON TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $323K | 1.4% | |
| CALLAN GLIDEPATH 2050 FUND WILMINGTON TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $293K | 1.3% | |
| EMERGING MARKETS FUND CLASS R1 WILMINGTON TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $243K | 1.0% | |
| LOOMIS SAYLES SM CAP GROWTH I Mutual Funds | Other securities | — | — | $235K | 1.0% | |
| CALLAN GLIDEPATH 2015 FUND WILMINGTON TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $204K | 0.9% | |
| CALLAN GLIDEPATH RETIREMENT INC R6 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $201K | 0.9% | |
| CALLAN GLIDEPATH 2055 FUND WILMINGTON TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $189K | 0.8% | |
| ARTISAN GLOBAL EQUITY INSTITUTIONAL Mutual Funds | Other securities | — | — | $152K | 0.7% | |
| CALLAN GLIDEPATH 2060 FUND WILMINGTON TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $118K | 0.5% | |
| MATTHEWS PACIFIC TIGER FD INV Mutual Funds | Other securities | — | — | $75K | 0.3% | |
| VANGUARD SMALL CAP I Mutual Funds | Mutual Funds | — | — | $71K | 0.3% | |
| DWS RREEF REAL ESTATE SEC FD INST Mutual Funds | Other securities | — | — | $49K | 0.2% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $29K | 0.1% | |
| BAIRD AGGREGATE BD INST Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| INTERNATIONAL STOCK FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
