RUSS Simpson signed Stibo Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stibo Systems, Inc.'s EIN is 58-1605159.
Download the official 2024 Form 5500 (PDF) for Stibo Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stibo Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $5.4M | 14.9% | |
| FIDELITY GROWTH COMPANY - K | Registered Investment Companies | — | — | $4.9M | 13.4% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $2.6M | 7.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $2.3M | 6.4% | |
| TRP SV COMMON TR A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.1M | 5.7% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.6M | 4.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.6M | 4.4% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.6M | 4.3% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.5M | 4.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.3M | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 3.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.0M | 2.9% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $978K | 2.7% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $959K | 2.6% | |
| FIDELITY BALANCED FUND | Registered Investment Companies | — | — | $920K | 2.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $823K | 2.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $678K | 1.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $626K | 1.7% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $559K | 1.5% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $492K | 1.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $436K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $347K | 1.0% | |
| INV DISC MIDCAP GRTH R5 | Registered Investment Companies | — | — | $189K | 0.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $183K | 0.5% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $182K | 0.5% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $150K | 0.4% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $148K | 0.4% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $136K | 0.4% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $79K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $27K |
| — |
