Michele Hannan signed Stratford Homes Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stratford Homes Limited Partnership's EIN is 39-1649158.
Download the official 2024 Form 5500 (PDF) for Stratford Homes Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stratford Homes Limited Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | NONE | $14K | — |
| THE HAYS FINANCIAL GROUP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Vanguard 500 Index Admiral | Common Collective Trusts | — | $962K | $1.2M | 15.8% | |
| Vanguard Windsor™ II Admiral™ Vanguard Windsor™ II Admiral™ | Mutual Funds | — | $929K | $951K | 12.8% | |
| Fidelity® International Index InstlPrm Fidelity® International Index InstlPr | Mutual Funds | — | $848K | $849K | 11.4% | |
| Fidelity® Large Cap Growth Idx Instl Prm Fidelity® Large Cap Growth Idx Instl | Common Collective Trusts | — | $681K | $812K | 10.9% | |
| PIMCO Income Instl PIMCO Income Instl | Mutual Funds | — | $646K | $640K | 8.6% | |
| Columbia Total Return Bond Fund Instl 2 Columbia Total Return Bond Fund Instl 523,845.82 | Other securities | — | $524K | $512K | 6.9% | |
| Conestoga Small Cap Institutional Conestoga Small Cap Institutional | Other securities | — | $414K | $451K | 6.1% | |
| Avantis Us Sm Cap Val-Inst Avantis Us Sm Cap Val-Inst | Other securities | — | $361K | $365K | 4.9% | |
| Fidelity® Emerging Markets Idx Instl Prm Fidelity® Emerging Markets Idx Instl | Common Collective Trusts | — | $358K | $353K | 4.7% | |
| Goldman Sachs Intl Sm Cp Insghts Instl Goldman Sachs Intl Sm Cp Insghts Inst | Other securities | — | $326K | $311K | 4.2% | |
| Amer Beac Stephens Mid Cap Amer Beac Stephens Mid Cap | Other securities | — | $269K | $293K | 3.9% | |
| Value of Funds Held in Insurance Co. General Account (Unallocated Contracts) * AUL Stable Value Account Series A AUL Stable Value Account Series A | Stable Value | — | $288K | $292K | 3.9% | |
| Baird Aggregate Bond Inst Baird Aggregate Bond Inst | Other securities | — | $166K | $163K | 2.2% | |
| Value of Interest in Registered Investment Companies Allspring Special Mid Cap Value Fund Institutional Allspring Special Mid Cap Value Fund | Other securities | — | $139K | $143K | 1.9% | |
| VALUE Participant Loans Master Participant Loan Master Participant Loan | Participant loans | — | $43K | $43K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-1784898 |
| — |
| NONE |
| $10K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
