Lynn Hawkins signed Stein Garden Centers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stein Garden Centers, Inc.'s EIN is 39-0965827.
Download the official 2024 Form 5500 (PDF) for Stein Garden Centers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stein Garden Centers, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $43K | — |
| PENSION INC. | 39-1955089 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC. | 39-6037917 |
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 | |||||
|---|---|---|---|---|---|---|
| WILMINGTON T.ROWE RETIRE 2040 TRUST WILMINGTON TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $3.2M | 20.8% | |
| WILMINGTON T.ROWE RETIRE 2030 TRUST WILMINGTON TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.4M | 16.0% | |
| WILMINGTON T.ROWE RETIRE 2025 TRUST WILMINGTON TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $2.4M | 15.6% | |
| WILMINGTON T.ROWE RETIRE 2035 TRUST WILMINGTON TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.4M | 15.5% | |
| WILMINGTON T.ROWE RETIRE 2050 TRUST WILMINGTON TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $953K | 6.2% | |
| WILMINGTON T.ROWE RETIRE 2045 TRUST WILMINGTON TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $920K | 6.0% | |
| WILMINGTON T.ROWE RETIRE 2020 TRUST WILMINGTON TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $515K | 3.4% | |
| T. Rowe Price Growth Stock | Other securities | — | — | $459K | 3.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $290K | 1.9% | |
| WILMINGTON T.ROWE RETIRE 2060 TRUST WILMINGTON TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $239K | 1.6% | |
| WILMINGTON T.ROWE RETIRE 2055 TRUST WILMINGTON TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $157K | 1.0% | |
| MFS International Intrinsic Value R3 | Mutual Funds | — | — | $142K | 0.9% | |
| Parnassus Mid Cap Fund | Other securities | — | — | $139K | 0.9% | |
| Delaware Small Cap Core A | Other securities | — | — | $128K | 0.8% | |
| Western Asset Core Bond I | Other securities | — | — | $127K | 0.8% | |
| WILMINGTON T.ROWE RETIRE 2015 TRUST WILMINGTON TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $95K | 0.6% | |
| WILMINGTON T.ROWE RETIRE 2010 TRUST WILMINGTON TRUST · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $93K | 0.6% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $89K | 0.6% | |
| Diamond Hill Large Cap A | Other securities | — | — | $59K | 0.4% | |
| WILMINGTON T.ROWE RETIRE 2005 TRUST WILMINGTON TRUST · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $44K | 0.3% | |
| WILMINGTON T.ROWE RETIRE 2065 TRUST WILMINGTON TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $24K | 0.2% | |
| Notes receivable from participants Maturity date in 2029 and interest rate of 9.5% | Bonds / Notes | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY-PLAN |
| $37K |
| — |
