Scott C. Szymanek signed Eldon C. Stutsman, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eldon C. Stutsman, Inc.'s EIN is 42-0988393.
Download the official 2023 Form 5500 (PDF) for Eldon C. Stutsman, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Eldon C. Stutsman, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILLS BANK AND TRUST COMPANY | 42-0310580 | NORTH LIBERTY, IA | INVESTMENT ADVISOR | $103K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund 11,470 Admiral Class shares | Common Collective Trusts | — | $3.7M | $6.0M | 19.0% | |
| Dodge & Cox Stock Fund 13,701 shares | Mutual Funds | — | $2.8M | $3.7M | 11.8% | |
| s, continued Harbor Capital Appreciation Fund 31,365 Institutional Class shares | Mutual Funds | — | $2.8M | $3.7M | 11.7% | |
| Federated Hermes Total Return Bond Fund 232,027 Institutional Class shares | Other securities | — | $2.4M | $2.2M | 6.9% | |
| T. Rowe Price Mid Cap Growth Fund 14,953 Class I shares | Other securities | — | $1.4M | $1.6M | 5.1% | |
| DFA International Core Equity Portfolio Fund 83,718 Institutional Class shares | Mutual Funds | — | $1.2M | $1.3M | 4.2% | |
| Vanguard International Growth Fund 10,959 Admiral Class shares | Mutual Funds | — | $1.2M | $1.3M | 4.0% | |
| Dodge & Cox International Stock Fund 21,668 shares | Mutual Funds | — | $942K | $1.2M | 3.7% | |
| Vanguard Total Bond Market Index Fund 116,569 Admiral Class shares | Common Collective Trusts | — | $1.2M | $1.1M | 3.5% | |
| Vanguard Selected Value Fund 35,098 Investment Class shares | Mutual Funds | — | $929K | $1.1M | 3.5% | |
| Vanguard Extended Market Index Fund 6,815 shares | Common Collective Trusts | — | $714K | $946K | 3.0% | |
| Goldman Sachs Financial Square Government Fund 664,042 shares | Other securities | — | $664K | $664K | 2.1% | |
| T. Rowe Price Growth Stock Fund 4,924 shares | Other securities | — | $366K | $523K | 1.6% | |
| JPMorgan Global Bond Opportunities Fund 48,731 shares | Other securities | — | $486K | $472K | 1.5% | |
| DFA US Small Cap Portfolio Fund 8,524 Institutional Class shares | Mutual Funds | — | $330K | $410K | 1.3% | |
| United States Treasury Note/Bond 2.875% $395,000 par value, 4/30/25 maturity | U.S. Treasuries | — | $411K | $392K | 1.2% | |
| DFA Emerging Markets Value Portfolio Fund 12,113 Institutional Class shares | Mutual Funds | — | $339K | $361K | 1.1% | |
| American Funds 2060 Target Date Retirement Fund 17,077 shares | Mutual Funds | — | $274K | $313K | 1.0% | |
| iShares iBonds Dec 2025 Term Treasury ETF 13,376 shares | Other securities | — | $310K | $313K | 1.0% | |
| Invesco BulletShares 2028 Corporate Bond ETF 15,202 shares | Mutual Funds | — | $304K | $307K | 1.0% | |
| iShares iBonds Dec 2024 Term Treasury ETF 12,759 shares | Other securities | — | $304K | $306K | 1.0% | |
| Invesco BulletShares 2026 Corporate Bond ETF 15,710 shares | Mutual Funds | — | $300K | $305K | 1.0% | |
| Invesco BulletShares 2029 Corporate Bond ETF 16,122 shares | Mutual Funds | — | $304K | $297K | 0.9% | |
| Invesco BulletShares 2027 Corporate Bond ETF 14,901 shares | Mutual Funds | — | $288K | $291K | 0.9% | |
| American Funds 2030 Target Date Retirement Fund 12,795 shares | Mutual Funds | — | $203K | $229K | 0.7% | |
| SPDR Portfolio S&P 400 Mid Cap ETF 3,556 shares | Other securities | — | $170K | $193K | 0.6% | |
| Flexshares Global Upstream Natural Resources Index Fund 4,730 Institutional Class shares | Common Collective Trusts | — | $207K | $188K | 0.6% | |
| Lazard Global Listed Infrastructure Portfolio Fund 11,401 shares | Other securities | — | $173K | $182K | 0.6% | |
| American Funds 2055 Target Date Retirement Fund 6,391 shares | Mutual Funds | — | $154K | $173K | 0.5% | |
| American Funds 2050 Target Date Retirement Fund 7,694 shares | Mutual Funds | — | $144K | $165K | 0.5% | |
| Flexshares Global Quality Real Estate Index Fund 2,025 Institutional Class shares | Common Collective Trusts | — | $119K | $122K | 0.4% | |
| American Funds 2040 Target Date Retirement Fund 5,654 shares | Mutual Funds | — | $110K | $119K | 0.4% | |
| American Funds 2015 Target Date Retirement Fund 8,460 shares | Mutual Funds | — | $106K | $110K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund 36 shares 515 American Funds 2025 Target Date Retirement Fund 6,266 shares | Mutual Funds | — | $92K | $100K | 0.3% | |
| American Funds 2045 Target Date Retirement Fund 4,515 shares | Mutual Funds | — | $88K | $98K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund 3,341 shares | Mutual Funds | — | $51K | $59K | 0.2% | |
| Federated Hermes Government Ultrashort Fund 3,845 Institutional Class shares | Other securities | — | $38K | $38K | 0.1% | |
| American Funds 2035 Target Date Retirement Fund 973 shares | Mutual Funds | — | $18K | $19K | <0.1% | |
| Federated Hermes Total Return Government Bond Fund 637 Institutional Class shares | U.S. Treasuries | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
