Yvette Delawyer signed Stephens Distributing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stephens Distributing Company's EIN is 59-2359783.
Download the official 2024 Form 5500 (PDF) for Stephens Distributing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stephens Distributing 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $1.7M | 17.1% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $1.2M | 11.6% | |
| T. Rowe Price All-Cap Opportunities I | Other securities | — | — | $1.1M | 11.1% | |
| Putnam Large Cap Value Y | Mutual Funds | — | — | $936K | 9.2% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $690K | 6.8% | |
| Victory Capital Pioneer Strategic Income Y | Other securities | — | — | $566K | 5.6% | |
| Victory Capital Established Value A | Other securities | — | — | $502K | 4.9% | |
| AST Wilmington Trust International Equity Fund Fee Class I2 | Other securities | — | — | $497K | 4.9% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $497K | 4.9% | |
| AST Wilmington Trust Mid Cap Growth I1 | Other securities | — | — | $473K | 4.6% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $473K | 4.6% | |
| PGIM Investments Global Total Return R6 | Other securities | — | — | $335K | 3.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $329K | 3.2% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $323K | 3.2% | |
| Participants Loans Interest rate 4.25% - 9.50% - | Bonds / Notes | — | — | $316K | 3.1% | |
| Victory Capital Small Co Opportunity I | Common Stocks | — | — | $268K | 2.6% | |
| Fidelity Investments Fidelity Select Materials | Mutual Funds | — | — | $204K | 2.0% | |
| N uveen Real Estate Securities I | Other securities | — | — | $149K | 1.5% | |
| Fidelity Advisor INTL Small Cap Z | Mutual Funds | — | — | $146K | 1.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $146K | 1.4% | |
| BlackRock iShares Russell Mid-Cap Index A | Other securities | — | — | $140K | 1.4% | |
| Vanguard Utilities Index Adm | Mutual Funds | — | — | $110K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
