Jeffrey A. Kolender signed Stein Sperling Bennett de JONG Driscoll PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stein Sperling Bennett de JONG Driscoll PC's EIN is 52-1129904.
Download the official 2024 Form 5500 (PDF) for Stein Sperling Bennett de JONG Driscoll PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stein Sperling Bennett de JONG Driscoll PC'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 |
|---|---|---|---|---|---|
| NATIONWIDE INSURANCE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.7M | 21.0% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $5.6M | 20.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.3M | 12.2% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.4M | 8.7% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| JP Morgan JP Morgan Growth Advantage R6 | Other securities | — | — | $1.4M | 5.3% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.4M | 5.3% | |
| JP Morgan JP Morgan Core Bond R6 | Other securities | — | — | $947K | 3.5% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $854K | 3.2% | |
| MFS INTERNATIONAL EQUITY CIT CL 2 MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $618K | 2.3% | |
| MassMutual Small Cap Opportun i | Other securities | — | — | $580K | 2.2% | |
| Empower Trust Company Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $530K | 2.0% | |
| MFS Blended Research Mid Cap EQ R6 | Mutual Funds | — | — | $444K | 1.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $403K | 1.5% | |
| Notes receivable from participants Maturity dates through April 30, 2048 with interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $344K | 1.3% | |
| Federated Hermes Federated Hermes Short-term Income R6 | Other securities | — | — | $231K | 0.9% | |
| State Street State Street Emerging Markets EQ IDX K | Common Collective Trusts | — | — | $190K | 0.7% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $136K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $128K | 0.5% | |
| Black Rock Blackrock Strategic Income Opps instl 831 Cohen & Steers Cohen & Steers Realty Shares Z | Other securities | — | — | $106K | 0.4% | |
| Dreyfus Government Cash Mgmt Instl | Mutual Funds | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
