Ashley ATHA signed St. Joseph Tobacco Co., LLC DBA Saint Joe Distributing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Joseph Tobacco Co., LLC DBA Saint Joe Distributing's EIN is 44-0565944.
Download the official 2024 Form 5500 (PDF) for St. Joseph Tobacco Co., LLC DBA Saint Joe Distributing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Joseph Tobacco Co., LLC DBA Saint Joe Distributing's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $720 | — |
| TRANSAMERICA LIFE INSURANCE CO. | 39-0989781 | — | RECORDKEEPER | $113 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMERCE BANK |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $2.7M | 99.8% | |
| TRANSAMERICA RETIREONTRK 2010 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $565K | 20.5% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $345K | 12.5% | |
| T. ROWE PRICE GROWTH STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 606 | Pooled Separate Account | — | — | $158K | 5.8% | |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INSURANCE COMPANY158423.09 · EIN 39-0989781 / PN 523 | Pooled Separate Account | — | — | $146K | 5.3% | |
| TRANSAMERICA RETIREONTRK 2040 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $139K | 5.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $125K | 4.6% | |
| TRANSAMERICA RETIREONTRK 2035 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $101K | 3.7% | |
| TRANSAMERICA RETIREONTRK 2030 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $99K | 3.6% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $95K | 3.4% | |
| TRANSAMERICA RETIREONTRK 2060 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $91K | 3.3% | |
| TRANSAMERICA RETIREONTRK 2045 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $89K | 3.2% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 712 | Pooled Separate Account | — | — | $77K | 2.8% | |
| TRANSAMERICA RETIREONTRK 2020 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $77K | 2.8% | |
| TRANSAMERICA RETIREONTRK 2055 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $76K | 2.8% | |
| JANUS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 231 | Pooled Separate Account | — | — | $75K | 2.7% | |
| TRANSAMERICA RETIREONTRK 2050 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $74K | 2.7% | |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $69K | 2.5% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $58K | 2.1% | |
| PGIM JENNISON SMALL COMPANY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 476 | Pooled Separate Account | — | — | $56K | 2.0% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 088 | Pooled Separate Account | — | — | $51K | 1.9% | |
| TRANSAMERICA RETIREONTRK 2025 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $48K | 1.7% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $43K | 1.6% | |
| INVESCO GLOBAL REAL ESTATE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 278 | Pooled Separate Account | — | — | $27K | 1.0% | |
| JPMORGAN CORE BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 292 | Pooled Separate Account | — | — | $27K | 1.0% | |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 525 | Pooled Separate Account | — | — | $15K | 0.5% | |
| AMER CENT INFLATION-ADJ BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 266 | Pooled Separate Account | — | — | $14K | 0.5% | |
| TRANSAMERICA RETIREONTRK 2065 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $5K | 0.2% | |
| TRANSAMERICA RETIREONTRK 2015 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $979 | <0.1% |
| 48-0962626 |
| — |
| INVESTMENT ADVISORY PLAN |
| $12K |
| — |
