AMY Fletcher signed Stewart Candy Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stewart Candy Company's EIN is 58-0953300.
Download the official 2024 Form 5500 (PDF) for Stewart Candy Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stewart Candy Company'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| s * Empower Trust Company, LLC Fixed Account Composite interest rate 1.66% | Guaranteed Income / GIC | — | — | $1.4M | 11.7% | |
| Ishares Russell 1000 Large‐Cap Index K | Common Collective Trusts | — | — | $1.2M | 9.7% | |
| Fidelity Advisor Investment Gr Bd Z | Mutual Funds | — | — | $994K | 8.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $753K | 6.2% | |
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 750 | Common Collective Trust | — | — | $739K | 6.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $617K | 5.1% | |
| LARGE CAP VALUE I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $607K | 5.0% | |
| MFS Research International R6 | Mutual Funds | — | — | $566K | 4.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $516K | 4.2% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $497K | 4.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $497K | 4.1% | |
| American Funds American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $471K | 3.9% | |
| T. Rowe Price T. Rowe Price U.S. Equity Research I | Other securities | — | — | $394K | 3.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $390K | 3.2% | |
| American Funds American Funds Mortgage R6 | Mutual Funds | — | — | $355K | 2.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $336K | 2.7% | |
| Invesco Corporate Bond R6 | Mutual Funds | — | — | $310K | 2.5% | |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $277K | 2.3% | |
| Ishares Russell Small/Mid‐Cap Index K | Other securities | — | — | $255K | 2.1% | |
| Blackrock Emerging Mkts K | Other securities | — | — | $237K | 1.9% | |
| PIMCO Rae Plus Small Instl | Mutual Funds | — | — | $148K | 1.2% | |
| PGIM Select Real Estate R6 | Other securities | — | — | $138K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $121K | 1.0% | |
| MFS Mid Cap Value Fund (Is Platform) | Mutual Funds | — | — | $119K | 1.0% | |
| FF SERIES ACC II OF GRW LIFE & ANN EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $119K | 1.0% | |
| JP Morgan Jpmorgan Global Bond Opportunities R6 | Other securities | — | — | $104K | 0.9% | |
| Nuveen Quant Small Cap Equity R6 | Mutual Funds | — | — | $57K | 0.5% | |
| Blackrock Mid‐Cap Growth Equity K | Other securities | — | — | $50K | 0.4% | |
| Clearbridge Small Cap Growth Is | Other securities | — | — | $45K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STIFEL NICOLAUS & CO INC |
| — |
| ST LOUIS, MO |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLS CAULEY & ASSOCIATES LLC | — | DUBLIN, GA | AUDITOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $2K | — |
