Teresa Weiss signed Stuartco's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stuartco's EIN is 41-1766226.
Download the official 2024 Form 5500 (PDF) for Stuartco from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stuartco'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEMANAGED | 59-3835428 | — | CONTRACT ADMINISTRATOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Life Time 2030 Separate Account | Pooled Separate Accounts | — | — | $1.4M | 12.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.4M | 12.8% | |
| Principal Life Insurance Company Principal Large Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $1.4M | 12.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.4M | 12.4% | |
| Principal Life Insurance Company Principal Life Time 2040 Separate Account | Pooled Separate Accounts | — | — | $1.3M | 11.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.3M | 11.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.2M | 11.0% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $828K | 7.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $750K | 6.7% | |
| Principal Life Insurance Company Principal Life Time 2050 Separate Account | Pooled Separate Accounts | — | — | $692K | 6.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $692K | 6.2% | |
| Principal Life Insurance Company Principal Life Time 2060 Separate Account | Pooled Separate Accounts | — | — | $660K | 5.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $660K | 5.9% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $594K | 5.3% | |
| Principal Life Insurance Company Principal Diversified International Separate Account | Pooled Separate Accounts | — | — | $501K | 4.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $501K | 4.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $326K | 2.9% | |
| (1) * Principal Life Insurance Company Principal Life Time 2020 Separate Account | Pooled Separate Accounts | — | — | $318K | 2.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $318K | 2.8% | |
| Principal Life Insurance Company Principal Mid Cap Growth Separate Account | Pooled Separate Accounts | — | — | $233K | 2.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $233K | 2.1% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $203K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $203K | 1.8% | |
| Participant Loans various maturity dates through September 2029 0 | Participant loans | — | — | $201K | 1.8% | |
| Principal Life Insurance Company Principal Mid Cap Value I Separate Account | Pooled Separate Accounts | — | — | $193K | 1.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $193K | 1.7% | |
| Principal Life Insurance Company Principal Small Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $187K | 1.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $187K | 1.7% | |
| Principal Life Insurance Company Principal Life Time Str Income Separate Account | Pooled Separate Accounts | — | — | $56K | 0.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $56K | 0.5% | |
| (E) | Other securities | — | $53K | $56K | 0.5% | |
| Principal Life Insurance Company Principal Global Emerging Mkt Separate Account | Pooled Separate Accounts | — | — | $53K | 0.5% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $53K | 0.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $50K | 0.4% | |
| Principal Life Insurance Company Principal Small Cap Value II Separate Account | Pooled Separate Accounts | — | — | $26K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $26K | 0.2% | |
| Principal Life Insurance Company Principal Life Time 2070 Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $4K | <0.1% |
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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
