Natalie Malindavis signed STAX Payments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
STAX Payments, Inc.'s EIN is 47-3551973.
Download the official 2024 Form 5500 (PDF) for STAX Payments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STAX Payments, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$203 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $2.6M | 25.9% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $1.9M | 18.3% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.5M | 14.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.1M | 10.4% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $899K | 8.8% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $468K | 4.6% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $314K | 3.1% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $310K | 3.0% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $306K | 3.0% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $246K | 2.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $78K | 0.8% | |
| through 2028 - | Other securities | — | — | $63K | 0.6% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $61K | 0.6% | |
| JPMorgan Large Cap Value Fund | Other securities | — | — | $49K | 0.5% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $36K | 0.4% | |
| iShares Russell Mid Cap Index Fund | Common Collective Trusts | — | — | $31K | 0.3% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $31K | 0.3% | |
| Delaware Small Cap Value Fund | Other securities | — | — | $22K | 0.2% | |
| Fidelity Freedom 2010 Fund ** 841 * Fidelity Freedom 2015 Fund ** 839 * Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $18K | 0.2% | |
| iShares U.S. Agg Bond Index Fund | Common Collective Trusts | — | — | $16K | 0.2% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $14K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $14K | 0.1% | |
| Fidelity Goverment money market fund | Mutual Funds | — | — | $12K | 0.1% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $12K | 0.1% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $8K | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds Inflation Linked Bond R6 | Mutual Funds | — | — | $4K | <0.1% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
