Rakesh Chopra signed Strategic Technology Institute, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Technology Institute, Inc.'s EIN is 52-1449891.
Download the official 2024 Form 5500 (PDF) for Strategic Technology Institute, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Technology Institute, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | CONTRACT ADMINISTRATOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.1M | 17.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 13.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 13.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 10.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 10.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $592K | 4.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $448K | 3.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $431K | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $419K | 3.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $399K | 3.3% | |
| Vanguard Group Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $337K | 2.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $271K | 2.2% | |
| Participant loans to plan participants, maturing at various dates, bearing interest at rates from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $255K | 2.1% | |
| Fidelity Investments Fidelity Mid Cap Gr Idx Fd | Common Collective Trusts | — | — | $194K | 1.6% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $84K | 0.7% | |
| Vanguard Group Vanguard Value Index Adm Fund | Mutual Funds | — | — | $83K | 0.7% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | — | $77K | 0.6% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | — | $73K | 0.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $49K | 0.4% | |
| American Funds American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $42K | 0.3% | |
| Vanguard Group Vanguard Intl Growth Adm Fd | Mutual Funds | — | — | $36K | 0.3% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $34K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $28K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $28K | 0.2% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $27K | 0.2% | |
| Hartford Mutual Funds Hartford Core Equity R6 Fund | Other securities | — | — | $24K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $24K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $22K | 0.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $17K | 0.1% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $15K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $15K | 0.1% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $12K | 0.1% | |
| Fidelity Investments Fidelity International Idx Fd | Common Collective Trusts | — | — | $12K | <0.1% | |
| Hartford Mutual Funds Hartford MidCap R6 Fund | Other securities | — | — | $8K | <0.1% | |
| Allspring Global Investments Allspring Spec Sm Cp Value R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Franklin Templeton Investments Franklin Small Cap Grth R6 Fd | Mutual Funds | — | — | $6K | <0.1% | |
| Janus Henderson Janus Henderson Dvlp Wrld Bd N | Mutual Funds | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors DFA International Value I Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
