JILL Wallschlaeger signed EDEN Stone Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EDEN Stone Co., LLC's EIN is 39-1077054.
Download the official 2024 Form 5500 (PDF) for EDEN Stone Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EDEN Stone Co., 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $28K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT/MARK CAPOMACC |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $14.6M | 97.4% | |
| American 2040 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2.8M | 18.5% | |
| American 2030 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2.5M | 16.9% | |
| American 2035 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2.4M | 16.3% | |
| American 2025 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2.3M | 15.5% | |
| American 2045 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $1.4M | 9.5% | |
| JPMorgan Large Cap Growth Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $713K | 4.7% | |
| American 2050 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $690K | 4.6% | |
| Vanguard 500 Index Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $556K | 3.7% | |
| American 2020 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $553K | 3.7% | |
| Participant loans - 3.25% to 9.50% notes, maturing through December 2039 $0 | Bonds / Notes | — | — | $380K | 2.5% | |
| American 2060 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $160K | 1.1% | |
| American 2055 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $131K | 0.9% | |
| American 2015 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $121K | 0.8% | |
| Alliance Bernstein Global Bond Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $86K | 0.6% | |
| American 2010 Target Date Retirement Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $27K | 0.2% | |
| Vanguard Mid Cap Growth Index Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $23K | 0.2% | |
| Lincoln Guaranteed Stable Value Fund Guaranteed investment contract | Stable Value | — | — | $15K | 0.1% | |
| American Perspective Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Vanguard Mid Cap Value Index Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Vanguard Mid Cap Index Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Vanguard Small Cap Growth Index Fund Mutual funds held in pooled separate account ** 57 Vanguard Small Cap Value Index Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| State Street Russell Small Cap Growth Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Baird Core Plus Bond Institutional Fund Mutual funds held in pooled separate account ** 919 DFA Institutional Small Cap Portfolio Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| State Street Russell Large Cap Growth Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| DFA US Small Cap Value Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Victory Sycamore Established Value Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| American 2065 Target Date Retirement Fund Mutual funds held in pooled separate account ** 40 American Europacific Growth Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| American International Growth Fund Mutual funds held in pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DE PERE, WY |
| SERVICE PROVIDER |
| $42K |
| — |
