Melissa Canal signed Stock Development Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stock Development Associates, Inc.'s EIN is 59-3682383.
Download the official 2024 Form 5500 (PDF) for Stock Development Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stock Development Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAPLES ASSET MANAGEMENT CO LLC | 20-2190247 | — | ADVISOR | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLKRK LP DYN RET K Mutual fund | Other securities | — | — | $4.2M | 15.5% | |
| BLKRK LP DYN 2045 K Mutual fund | Other securities | — | — | $2.9M | 10.8% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $2.8M | 10.3% | |
| BLKRK LP DYN 2030 K Mutual fund | Other securities | — | — | $2.5M | 9.2% | |
| BLKRK LP DYN 2040 K Mutual fund | Other securities | — | — | $2.2M | 8.2% | |
| BLKRK LP DYN 2025 K Mutual fund - BLKRK LP DYN 2035 K Mutual fund | Other securities | — | — | $2.0M | 7.5% | |
| BLKRK LP DYN 2050 K Mutual fund | Other securities | — | — | $1.5M | 5.6% | |
| VANG TOT STK MKT ADM Mutual fund | Other securities | — | — | $1.5M | 5.5% | |
| VANG GROWTH IDX ADM Mutual fund | Common Collective Trusts | — | — | $1.2M | 4.5% | |
| FID GROWTH STRAT K6 Mutual fund | Mutual Funds | — | — | $936K | 3.4% | |
| FID DIVERSIFD INTL K Mutual fund | Mutual Funds | — | — | $767K | 2.8% | |
| BROKERAGELINK Mutual fund | Other securities | — | — | $546K | 2.0% | |
| BLKRK MD CP GR EQ K Mutual fund - VANG INTL GROWTH ADM Mutual fund - BLKRK LP DYN 2055 K Mutual fund | Other securities | — | — | $502K | 1.8% | |
| VANG VMMR-FED MMKT Money market fund | Cash / Money Market | — | — | $496K | 1.8% | |
| TRP CAP APPRECIATION Mutual fund | Other securities | — | — | $317K | 1.2% | |
| VANG EXT MKT IDX ADM Mutual fund | Common Collective Trusts | — | — | $267K | 1.0% | |
| BLKRK LP DYN 2060 K Mutual fund | Other securities | — | — | $249K | 0.9% | |
| AM CENT SM CAP GR R6 Mutual fund | Other securities | — | — | $239K | 0.9% | |
| VANG SMCPVL IDX ADM Mutual fund | Common Collective Trusts | — | — | $228K | 0.8% | |
| AF SMALLCAP WORLD R6 Mutual fund | Other securities | — | — | $215K | 0.8% | |
| VANG VALUE IDX ADM Mutual fund | Common Collective Trusts | — | — | $212K | 0.8% | |
| PGIM TOTAL RTN BD R6 Mutual fund | Other securities | — | — | $157K | 0.6% | |
| COL SEL LG CP VAL I3 Mutual fund | Other securities | — | — | $153K | 0.6% | |
| BLKRK LP DYN 2065 K Mutual fund | Other securities | — | — | $123K | 0.4% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $114K | 0.4% | |
| PIMCO INCOME INST Mutual fund | Mutual Funds | — | — | $91K | 0.3% | |
| BLKRK HIGH YLD BD K Mutual fund | Other securities | — | — | $55K | 0.2% | |
| FT BEHAV SM-CPEQ R6 Mutual fund | Other securities | — | — | $42K | 0.2% | |
| VANG SMCP GR IDX ADM Mutual fund | Common Collective Trusts | — | — | $41K | 0.1% | |
| VANG SMCPVL IDX ADM Mutual fund - MFS MID CAP VALUE R6 Mutual fund | Common Collective Trusts | — | — | $36K | 0.1% | |
| LS GLOBAL ALLOC N Mutual fund | Other securities | — | — | $31K | 0.1% | |
| COL BALANCED I3 Mutual fund | Other securities | — | — | $26K | <0.1% | |
| VANG MDCPVAL IDX ADM Mutual fund | Common Collective Trusts | — | — | $19K | <0.1% | |
| JHANCOCK BOND R6 Mutual fund | Other securities | — | — | $15K | <0.1% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| JH DSCPL VAL INTL R6 Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
