Suzanne Krenz signed Stifel Financial Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stifel Financial Corp.'s EIN is 43-1273600.
Download the official 2024 Form 5500 (PDF) for Stifel Financial Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stifel Financial Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $363K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | SPRINGFIELD, MO | AUDITOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund 553,939 shares | Common Collective Trusts | — | $553.9M | $265.3M | 11.4% | |
| Empower Guaranteed Income Fund 3,562,303 units | Other securities | — | $3.6B | $214.2M | 9.2% | |
| Stifel Financial Corp. common stock 1,773,184 shares | Common Stocks | — | $1.8B | $188.1M | 8.1% | |
| LARGE CAP VALUE (SUB-ADV BY WELLING EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | — | $3.2B | $164.1M | 7.1% | |
| LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | $2.8B | $160.7M | 6.9% | |
| Fidelity Contrafund - K6 4,881,780 shares | Mutual Funds | — | $4.9B | $151.8M | 6.5% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL BANK AND TRUST · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | $13.7B | $151.5M | 6.5% | |
| American Funds The Growth Fund of America - R6 1,909,441 shares | Mutual Funds | — | $1.9B | $142.3M | 6.1% | |
| American Funds Investment Company of America - R6 2,276,929 shares | Mutual Funds | — | $2.3B | $131.3M | 5.7% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | $729.5M | $116.5M | 5.0% | |
| SMALL CP VAL / SILVERCREST ASSET MN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | — | $981.6M | $91.0M | 3.9% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | $945.0M | $73.4M | 3.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | $2.5B | $70.3M | 3.0% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $2.4B | $64.2M | 2.8% | |
| MID CAP VAL (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | $650.1M | $57.6M | 2.5% | |
| American Funds The Bond Fund of America - R6 3,865,805 shares | Mutual Funds | — | $3.9B | $43.1M | 1.9% | |
| PGIM Real Assets Fund - R6 3,602,939 shares | Other securities | — | $3.6B | $33.0M | 1.4% | |
| Self-directed brokerage accounts Various | Self-Directed Brokerage | — | — | $28.6M | 1.2% | |
| Invesco Developing Markets Fund - R6 616,293 shares | Mutual Funds | — | $616.3M | $23.4M | 1.0% | |
| INTERNATIONAL VALUE / LSV ASSET MNG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 415 | Pooled Separate Account | — | $1.0B | $22.9M | 1.0% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | $1.6B | $22.8M | 1.0% | |
| INTERNATIONAL GROWTH / ARTISAN PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 259 | Pooled Separate Account | — | $630.2M | $22.0M | 0.9% | |
| Vanguard Total Bond Market Index Fund 1,926,552 shares | Common Collective Trusts | — | $1.9B | $18.3M | 0.8% | |
| Vanguard Small-Cap Index Fund Institutional Shares 146,526 shares | Common Collective Trusts | — | $146.5M | $16.9M | 0.7% | |
| Participant loans through 2034 | Participant loans | — | — | $14.4M | 0.6% | |
| Vanguard Mid-Cap Index Fund Institutional Shares 163,059 shares | Common Collective Trusts | — | $163.1M | $11.8M | 0.5% | |
| Vanguard Total Intl Stock Index Admiral Shares 201,342 shares | Mutual Funds | — | $201.3M | $6.4M | 0.3% |
