Heather Plumski signed Stearns Financial Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stearns Financial Services, Inc.'s EIN is 41-1655119.
Download the official 2024 Form 5500 (PDF) for Stearns Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stearns Financial Services, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.0M | 16.1% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $6.0M | 16.1% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $5.1M | 13.6% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $4.9M | 13.3% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $4.9M | 13.3% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.9M | 13.2% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $3.4M | 9.1% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $2.4M | 6.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.9M | 5.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 4.7% | |
| Principal Overseas Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.8M | 4.7% | |
| Prin LifeTime Hy Inc CIT U | Common Collective Trusts | — | $0 | $1.1M | 2.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.1M | 2.9% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $759K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $701K | 1.9% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $701K | 1.9% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $553K | 1.5% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $459K | 1.2% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | $0 | $452K | 1.2% | |
| T Rowe Price Int US SC Gr Eq I | Mutual Funds | — | $0 | $433K | 1.2% | |
| DFA US Large Cap Value I Fd | Mutual Funds | — | $0 | $298K | 0.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $285K | 0.8% | |
| Fidelity Inf-Pr Bond Index Fd | Mutual Funds | — | $0 | $282K | 0.8% | |
| Prin Gl Real Est Sec SA-Z | Common Stocks | — | $0 | $260K | 0.7% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $260K | 0.7% | |
| Amer Fund Cap Wld Bnd R6 Fund | Other securities | — | $0 | $230K | 0.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $181K | 0.5% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | $0 | $179K | 0.5% | |
| Prin LifeTime HB 2045 CIT U | Common Collective Trusts | — | $0 | $141K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $141K | 0.4% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $124K | 0.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $105K | 0.3% | |
| Principal Guaranteed Option | Other securities | — | $0 | $100K | 0.3% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $100K | 0.3% | |
| Prin LifeTime Hyb 2020 CIT U | Common Collective Trusts | — | $0 | $69K | 0.2% | |
| Prin LifeTime Hyb 2015 CIT U | Common Collective Trusts | — | $0 | $51K | 0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $29K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $29K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $13K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $8K | <0.1% |
