Stuart M. Perry, Inc.'s EIN is 54-0541865.
Download the official 2024 Form 5500 (PDF) for Stuart M. Perry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stuart M. Perry, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares | Other securities | — | $322K | $913K | 21.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | $486K | $611K | 14.3% | |
| Vanguard | Mutual Funds | — | $360K | $360K | 8.4% | |
| Invesco | Mutual Funds | — | $329K | $348K | 8.1% | |
| Invesco | Mutual Funds | — | $344K | $348K | 8.1% | |
| iShares | Other securities | — | $160K | $161K | 3.8% | |
| iShares | Other securities | — | $53K | $155K | 3.6% | |
| iShares | Other securities | — | $41K | $96K | 2.2% | |
| Eagle Financial Services, Inc. | Common Stocks | — | $32K | $88K | 2.1% | |
| Invesco | Mutual Funds | — | $61K | $79K | 1.8% | |
| Vanguard | Mutual Funds | — | $30K | $76K | 1.8% | |
| Bank of Clarke County | Other securities | — | $44K | $44K | 1.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | $33K | $41K | 1.0% | |
| iShares | Other securities | — | $29K | $39K | 0.9% | |
| iShares | Other securities | — | $22K | $38K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
