Shannon Cloud signed STI Holding Company, Inc. DBA STI Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
STI Holding Company, Inc. DBA STI Group's EIN is 45-3998296.
Download the official 2024 Form 5500 (PDF) for STI Holding Company, Inc. DBA STI Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STI Holding Company, Inc. DBA STI Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $13.3M | 93.2% | |
| American Funds Growth Fund of America R4 | Mutual Funds | — | — | $1.4M | 9.6% | |
| Nuveen Lifecycle Index 2035 Retire | Mutual Funds | — | — | $1.1M | 7.6% | |
| Nuveen Lifecycle Index 2040 Retire | Mutual Funds | — | — | $1.1M | 7.5% | |
| Nuveen Lifecycle Index 2030 Retire | Mutual Funds | — | — | $1.0M | 7.0% | |
| Nuveen Lifecycle Index 2050 Retire | Mutual Funds | — | — | $943K | 6.6% | |
| Fidelity Advisor Diversified Stock I | Mutual Funds | — | — | $855K | 6.0% | |
| American Funds American Balanced R4 | Mutual Funds | — | — | $807K | 5.7% | |
| Nuveen Lifecycle Index 2045 Retire | Mutual Funds | — | — | $612K | 4.3% | |
| American Funds Washington Mutual R4 | Mutual Funds | — | — | $585K | 4.1% | |
| DFA Global Equity I | Mutual Funds | — | — | $539K | 3.8% | |
| Participant Loans 4.25% - 9.50% 0 | Bonds / Notes | — | — | $487K | 3.4% | |
| American United Life Insurance Company Stable Value Account | Stable Value | — | — | $484K | 3.4% | |
| Nuveen Lifecycle Index 2055 Retire | Mutual Funds | — | — | $473K | 3.3% | |
| Fidelity VIP Equity-Income Initial | Mutual Funds | — | — | $433K | 3.0% | |
| Steward Global Equity Income A | Other securities | — | — | $426K | 3.0% | |
| American United Life PGIM Total Return Bond Z | Other securities | — | — | $377K | 2.6% | |
| American United Life Insurance Company Nuveen Lifecycle Index 2020 Retire | Mutual Funds | — | — | $367K | 2.6% | |
| American Funds EuroPacific Growth R4 | Mutual Funds | — | — | $360K | 2.5% | |
| State Street S&P 500 Index Cl F | Common Collective Trusts | — | — | $315K | 2.2% | |
| Nuveen Lifecycle Index 2025 Retire | Mutual Funds | — | — | $236K | 1.7% | |
| Invesco International Bond Y | Mutual Funds | — | — | $204K | 1.4% | |
| PGIM High-Yield Z | Other securities | — | — | $182K | 1.3% | |
| Goldman Sachs Growth Opportunities Investment | Other securities | — | — | $157K | 1.1% | |
| Columbia Midcap Index A | Other securities | — | — | $147K | 1.0% | |
| Insurance Company Vanguard Variable Insurance Fund - Small Company Growth | Mutual Funds | — | — | $129K | 0.9% | |
| Nuveen Lifecycle Index 2060 Retire | Mutual Funds | — | — | $123K | 0.9% | |
| Nuveen Lifecycle Index Ret Inc Retire | Mutual Funds | — | — | $103K | 0.7% | |
| Nuveen Lifecycle Index 2065 Retire | Mutual Funds | — | — | $90K | 0.6% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $89K | 0.6% | |
| American Funds New World R4 | Mutual Funds | — | — | $75K | 0.5% | |
| DWS RREEF Real Estate Securities S | Other securities | — | — | $71K | 0.5% | |
| Goldman Sachs Mid Cap Value Fund Institutional Class | Other securities | — | — | $54K | 0.4% | |
| Columbia Small Cap Index A | Other securities | — | — | $22K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
