Step UP Suncoast, Inc.'s EIN is 59-6208766.
Download the official 2024 Form 5500 (PDF) for Step UP Suncoast, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Step UP Suncoast, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | PENNINGTON, NJ | INVESTMENT ADVISORY | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $1.9M | 24.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.5M | 20.5% | |
| Neuberger Berman Large Cap Value Fund | Other securities | — | — | $726K | 9.7% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $629K | 8.4% | |
| New World Fund Inc | Common Stocks | — | — | $500K | 6.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $496K | 6.6% | |
| Notes receivable from participants | Other securities | — | — | $464K | 6.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $356K | 4.8% | |
| Invesco Small Cap Value Fund | Mutual Funds | — | — | $329K | 4.4% | |
| PGIM Jennison Small Comp Fund | Other securities | — | — | $216K | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $160K | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $160K | 2.1% | |
| Voya Large Cap Growth Portfolio | Other securities | — | — | $8K | 0.1% | |
| Voya Solution Aggressive Portfolio I | Other securities | — | — | $8K | 0.1% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Voya Solution 2035 Portfolio | Other securities | — | — | $5K | <0.1% | |
| Voya Solution Balanced Portfolio I | Other securities | — | — | $5K | <0.1% | |
| Voya Growth and Income Portfolio Class I | Other securities | — | — | $5K | <0.1% | |
| VY T. Rowe Price Diversified Mid Cap Growth Portfolio | Other securities | — | — | $5K | <0.1% | |
| Voya Global Insights Portfolio | Other securities | — | — | $5K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Fixed Account | Common Stocks | — | — | $4K | <0.1% | |
| Voya Solution 2045 Portfolio | Other securities | — | — | $3K | <0.1% | |
| American Balanced Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity Advisor High Income Advantage Fund | Mutual Funds | — | — | $1K | <0.1% | |
| American Funds Washington Mutual Investors Class R4 | Mutual Funds | — | — | $292 | <0.1% | |
| Fidelity VIP Growth Portfolio | Mutual Funds | — | — | $228 | <0.1% | |
| Voya Russell Large Cap Value Index Portfolio Class S | Other securities | — | — | $223 | <0.1% | |
| VY JPMorgan Mid Cap Value Portfolio | Other securities | — | — | $212 | <0.1% | |
| Voya Global High Dividend Low Volatility Portfolio Class I | Other securities | — | — | $180 | <0.1% | |
| American Funds The Growth Fund of America Class R4 | Mutual Funds | — | — | $174 | <0.1% | |
| American Funds The Bond Fund of America Class R4 | Mutual Funds | — | — | $117 | <0.1% | |
| Loomis Sayles Small Cap Value Retail | Other securities | — | — | $105 | <0.1% | |
| VY JPMorgan Emerging Markets Equity Portfolio | Other securities | — | — | $78 | <0.1% | |
| Voya High Yield Portfolio Class S | Other securities | — | — | $77 | <0.1% |
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 |
|---|---|---|---|---|---|
| KB PENSION SERVICES, INC | 65-0721164 | LAKEWOOD RANCH, FL | TPA | $8K | — |
