Stord's EIN is 47-5394299.
Download the official 2024 Form 5500 (PDF) for Stord from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stord'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 |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, LLC | 47-4474775 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares ** 692 Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.8M | 38.9% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $976K | 13.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $665K | 9.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $506K | 7.1% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $493K | 6.9% | |
| Vanguard Information Technology Index Fund Admiral Shares | Common Collective Trusts | — | — | $432K | 6.1% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $336K | 4.7% | |
| Vanguard Pacific Stock Index Fund Admiral Shares ** 684 Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $253K | 3.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $225K | 3.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares ** 665 Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $159K | 2.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $84K | 1.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $63K | 0.9% | |
| Vanguard Communication Services Index Fund Admiral Shares | Common Collective Trusts | — | — | $39K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $14K | 0.2% | |
| Non-interest bearing cash | Cash / Money Market | — | $14K | $14K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $12K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | Common Collective Trusts | — | — | $12K | 0.2% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $10K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $10K | 0.1% | |
| Vanguard Energy Index Fund Admiral Shares | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $7K | 0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares ** 277 Vanguard International Dividend Appreciation Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares | Common Collective Trusts | — | — | $5K | <0.1% | |
| Participant loans receivable - 2 loans outstanding with interest rates ranging from 9.25% to 9.50% - | Bonds / Notes | — | — | $3K | <0.1% | |
| Vanguard Large Cap Index Fund Admiral Shares ** 678 Vanguard Materials Index Fund Admiral Shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
