Bob Jordan signed Staunton Capital, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Staunton Capital, Inc.'s EIN is 56-1669702.
Download the official 2024 Form 5500 (PDF) for Staunton Capital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Staunton Capital, 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 |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2270237 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORDON ASSET MANAGEMENT | 42-1582751 | — | INVESTMENT ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American 2035 Target Date Retirement R6 | Other securities | — | $640K | $712K | 11.5% | |
| American 2025 Target Date Retirement R6 | Other securities | — | $693K | $709K | 11.5% | |
| American 2020 Target Date Retirement R6 | Other securities | — | $576K | $581K | 9.4% | |
| Schwab Bank Savings | Mutual Funds | — | $281K | $581K | 9.4% | |
| American 2030 Target Date Retirement R6 | Other securities | — | $521K | $555K | 9.0% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $481K | $517K | 8.4% | |
| American 2040 Target Date Retirement R6 | Other securities | — | $405K | $466K | 7.6% | |
| American 2045 Target Date Retirement R6 | Other securities | — | $393K | $452K | 7.3% | |
| Vanguard Value Index Admiral | Mutual Funds | — | $389K | $382K | 6.2% | |
| American 2050 Target Date Retirement R6 | Other securities | — | $207K | $238K | 3.9% | |
| T. Rowe Price Capital Appreciation Fund I | Other securities | — | $134K | $124K | 2.0% | |
| American 2055 Target Date Retirement R6 | Other securities | — | $99K | $112K | 1.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $97K | $101K | 1.6% | |
| PIMCO GNMA and Government Securities Fund Institutional Class | Agency / Mortgage-Backed | — | $113K | $96K | 1.5% | |
| American 2060 Target Date Retirement R6 | Other securities | — | $69K | $76K | 1.2% | |
| Lord Abbett Short Duration Income | Mutual Funds | — | $73K | $72K | 1.2% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | $44K | $56K | 0.9% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $54K | $49K | 0.8% | |
| Goldman Sachs International | Other securities | — | $50K | $48K | 0.8% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | $46K | $39K | 0.6% | |
| BlackRock Inflation Protected Bond Fund Institutional Shares | Other securities | — | $33K | $30K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | $26K | $25K | 0.4% | |
| Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | $21K | $22K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | $19K | $21K | 0.3% | |
| Fuller & Thaler Behavioral Sm-Cp Gr R6 | Other securities | — | $18K | $20K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | $16K | $18K | 0.3% | |
| PGIM Jennison Global Opportunity Fund R6 | Other securities | — | $17K | $17K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral Share | Common Collective Trusts | — | $9K | $8K | 0.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $5K | $7K | 0.1% | |
| Cohen & Steers Real Estate Sections Z | Other securities | — | $7K | $7K | 0.1% | |
| Fidelity International Capital Appreciation K6 | Mutual Funds | — | $6K | $6K | <0.1% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | $6K | $5K | <0.1% | |
| Uninvested Cash | Cash / Money Market | — | $2K | $2K | <0.1% | |
| American 2065 Target Date Retirement R6 | Other securities | — | $465 | $446 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
