David Steffens signed Eldridge Wealth Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eldridge Wealth Solutions, Inc.'s EIN is 48-1202239.
Download the official 2024 Form 5500 (PDF) for Eldridge Wealth Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eldridge Wealth Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY BENEFIT LIFE | 48-1236469 | TOPEKA, KS | RECORDKEEPER | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index N/A | Common Collective Trusts | — | — | $61.7M | 15.9% | |
| T. Rowe Price Blue Chip Growth Fund N/A | Other securities | — | — | $30.8M | 7.9% | |
| SBLIC Group Fixed Annuity N/A | Common Stocks | — | — | $30.3M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $25.8M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $22.3M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $21.7M | 5.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $19.2M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $19.0M | 4.9% | |
| DFA U.S. Targeted Value N/A | Mutual Funds | — | — | $16.1M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $14.1M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $12.5M | 3.2% | |
| Vanguard Developed Markets Index N/A | Mutual Funds | — | — | $11.3M | 2.9% | |
| American Century Heritage N/A | Other securities | — | — | $11.1M | 2.9% | |
| JPMorgan Equity Income N/A | Other securities | — | — | $10.2M | 2.6% | |
| Vanguard Small Cap Index N/A | Mutual Funds | — | — | $10.1M | 2.6% | |
| Vanguard Mid Cap Index N/A | Mutual Funds | — | — | $9.8M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $7.4M | 1.9% | |
| Janus Henderson Triton N/A | Mutual Funds | — | — | $7.1M | 1.8% | |
| Vanguard Total Bond Market Index Fund N/A | Common Collective Trusts | — | — | $6.4M | 1.6% | |
| Guggenheim Total Return Bond N/A | Other securities | — | — | $4.8M | 1.2% | |
| Schwab Brokerage N/A | Mutual Funds | — | — | $4.2M | 1.1% | |
| Vanguard FTSE Social Index N/A | Mutual Funds | — | — | $3.3M | 0.9% | |
| Vanguard High Yield Corporate Fund N/A | Mutual Funds | — | — | $3.0M | 0.8% | |
| JPMorgan International Equity N/A | Other securities | — | — | $2.9M | 0.7% | |
| Allspring Special Mid Cap Value Fund N/A | Other securities | — | — | $2.9M | 0.7% | |
| Fidelity Emerging Markets Index N/A | Mutual Funds | — | — | $2.8M | 0.7% | |
| with maturity dates through 2053 | Other securities | — | — | $2.6M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Vanguard Real Estate Index N/A | Mutual Funds | — | — | $2.3M | 0.6% | |
| PIMCO Real Return Fund N/A | Mutual Funds | — | — | $1.9M | 0.5% | |
| Vanguard Inflation-Protected Securities Index Fund N/A | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| Vanguard Total International Bond Index N/A | Mutual Funds | — | — | $1.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $789K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST SECURITY BENEFIT CORPORATION · EIN 32-6199795 / PN 002 | Common Collective Trust | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
