Shane Hall signed Story Construction Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Story Construction Co.'s EIN is 42-0992152.
Download the official 2024 Form 5500 (PDF) for Story Construction Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Story Construction Co.'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 | $37K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.8M | 16.2% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.5M | 14.6% | |
| 2 SEI Trust Company Principal Black Rock International Equity Index CIT TR | Common Collective Trusts | — | — | $2.0M | 11.8% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $2.0M | 11.8% | |
| 8 SEI Trust Company Principal Black Rock S&P 500 Index CIT TR | Common Collective Trusts | — | — | $1.9M | 11.3% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $1.6M | 9.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 8.1% | |
| Vanguard Group Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.0M | 5.9% | |
| 6 SEI Trust Company Principal Black Rock S&P MC IDX | Common Collective Trusts | — | — | $1.0M | 5.9% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.0M | 5.9% | |
| 7 SEI Trust Company Principal Black Rock S&P 500 Index CIT N | Common Collective Trusts | — | — | $842K | 4.9% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $766K | 4.5% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $699K | 4.1% | |
| 5 SEI Trust Company Principal Black Rock RU 2000 Index TR | Common Stocks | — | — | $647K | 3.8% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $647K | 3.8% | |
| MainStay Funds MainStay Winslow Large Cap Growth Fund | Other securities | — | — | $439K | 2.6% | |
| The American Funds American Funds Bond Fund of America R6 | Mutual Funds | — | — | $379K | 2.2% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $252K | 1.5% | |
| Dodge and Cox Funds Dodge & Cox Stock X Fund | Mutual Funds | — | — | $231K | 1.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $216K | 1.3% | |
| The American Funds American Funds Europac Growth | Mutual Funds | — | — | $216K | 1.3% | |
| Vanguard Group Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $177K | 1.0% | |
| Participant loans Notes receivable from participants, interest rates from 4.25% to 9.50%, maturing through November 2029 | Bonds / Notes | — | — | $146K | 0.8% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $140K | 0.8% | |
| Principal Life Insurance Company Principal Small Cap Value II Separate Account | Pooled Separate Accounts | — | — | $127K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $127K | 0.7% | |
| Eagle Financial Services, Inc. Eagle Mid Cap Growth Fund | Common Stocks | — | — | $123K | 0.7% | |
| American Century Investments American Century Investments Mid-cap Val R6 | Other securities | — | — | $82K | 0.5% | |
| (E) | Other securities | — | — | $82K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $76K | 0.4% | |
| Oppenheimer Inv Dev Mark Y Fd | Mutual Funds | — | — | $70K | 0.4% | |
| Invesco Funds Group, Inc. Invesco Real Estate R5 | Mutual Funds | — | — | $30K | 0.2% |
