Clint Lehman signed Staci Americas LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Staci Americas LLC's EIN is 45-5007613.
Download the official 2024 Form 5500 (PDF) for Staci Americas LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Staci Americas LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 18.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $999K | 12.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $649K | 7.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $581K | 7.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $539K | 6.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $525K | 6.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $484K | 5.8% | |
| AMERFUNDS 2010 TARG DATERET R6 427 REGISTERED INVESTMENT COMPANY JPM CORE BOND R6 | Registered Investment Companies | — | — | $431K | 5.2% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $401K | 4.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $380K | 4.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $358K | 4.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $355K | 4.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $247K | 3.0% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $226K | 2.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $133K | 1.6% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $96K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $81K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $80K | 1.0% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $73K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $31K | 0.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $10K |
| — |
