Linda Curran signed Stonex Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stonex Group Inc.'s EIN is 59-2921318.
Download the official 2024 Form 5500 (PDF) for Stonex Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stonex Group 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | — | CHICAGO, IL | ACCOUNTANT | $98K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STINSON LLP | 44-0643135 | — | OTHER | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $37.2M | 12.0% | |
| JP Morgan Growth Adv Fund Mutual Fund | Other securities | — | — | $36.8M | 11.9% | |
| MFS Value Fund Class R4 Mutual Fund | Mutual Funds | — | — | $29.4M | 9.5% | |
| Metropolitan West Total Return P Mutual Fund | Other securities | — | — | $23.7M | 7.7% | |
| American U.S. Government Security Fund R5 Mutual Fund | Other securities | — | — | $23.6M | 7.6% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $23.2M | 7.5% | |
| JPMorgan Mid Cap Value Fund L Mutual Fund | Other securities | — | — | $19.2M | 6.2% | |
| MFS International Growth Mutual Fund | Mutual Funds | — | — | $18.1M | 5.9% | |
| Vanguard International Value Mutual Fund | Mutual Funds | — | — | $16.4M | 5.3% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund I Mutual Fund | Other securities | — | — | $14.9M | 4.8% | |
| Macquarie Emerging Markets Fund I Mutual Fund | Other securities | — | — | $12.6M | 4.1% | |
| Hotchkis & Wiley Small Cap Value Mutual Fund | Other securities | — | — | $8.3M | 2.7% | |
| Janus Henderson Triton Fund T Mutual Fund | Mutual Funds | — | — | $6.7M | 2.2% | |
| Lord Abbett Income Fund A Mutual Fund | Mutual Funds | — | — | $6.4M | 2.1% | |
| Eaton Vance Inc Fund of Boston Mutual Fund | Common Stocks | — | — | $5.9M | 1.9% | |
| PIMCO Commodity Real Return Fund Mutual Fund | Mutual Funds | — | — | $5.6M | 1.8% | |
| Columbia Small Cap Index Fund A Mutual Fund | Common Collective Trusts | — | — | $5.6M | 1.8% | |
| PIMCO Real Return Fund Institutional Mutual Fund | Mutual Funds | — | — | $4.5M | 1.5% | |
| Principal Real Estate Securities Fund Mutual Fund | Other securities | — | — | $4.5M | 1.5% | |
| Participant Loans (interest rates ranging from 4.25% to 9.50%) | Bonds / Notes | — | — | $2.9M | 0.9% | |
| First Eagle Global Fund I Mutual Fund | Other securities | — | — | $1.5M | 0.5% | |
| Brandywineglobal Global Opportunities Fund A Mutual Fund | Other securities | — | — | $719K | 0.2% | |
| (1) * StoneX Group Inc. Company Common Stock | Common Stocks | — | — | $261K | <0.1% | |
| Merrill Lynch Bank Deposit Program Interest bearing cash | Cash / Money Market | — | — | $76K | <0.1% |
