Stites & Harbison's EIN is 61-0680249.
Download the official 2024 Form 5500 (PDF) for Stites & Harbison from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stites & Harbison's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $55K | — |
| T. ROWE PRICE RPS INC. | — | BALTIMORE, MD | NONE | $53K | — |
| CROWE LLP | 35-0921680 | CHICAGO, IL | NONE | $31K | — |
| RETIREMENT MANAGEMENT SERVICES, LLC | — | LOUISVILLE, KY | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Brokerage Accounts * T. Rowe Price Charles Schwab Self-Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $21.0M | 11.5% | |
| Dodge & Cox Stock Fund - | Mutual Funds | — | — | $16.5M | 9.0% | |
| STABLE VALUE COMMON TRUST FUND TRP STABLE VALUE FUND - N · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $14.1M | 7.7% | |
| Northern Funds Northern Stock Index - | Other securities | — | — | $13.4M | 7.3% | |
| NORTHERN TRUST S&P 500 IDX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138596 / PN 001 | Common Collective Trust | — | — | $13.4M | 7.3% | |
| Harbor Capital Appreciation Fund - | Other securities | — | — | $11.7M | 6.4% | |
| T. Rowe Price Retirement 2025 Fund - | Other securities | — | — | $11.0M | 6.0% | |
| T. Rowe Price Retirement 2040 Fund - | Other securities | — | — | $10.6M | 5.8% | |
| T. Rowe Price Retirement 2045 Fund - | Other securities | — | — | $10.3M | 5.6% | |
| US MID-CAP GROWTH EQUITY TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001 | Common Collective Trust | — | — | $9.6M | 5.2% | |
| T. Rowe Price Retirement 2030 Fund - | Other securities | — | — | $8.8M | 4.8% | |
| T. Rowe Price Retirement 2035 Fund - | Other securities | — | — | $8.2M | 4.5% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $6.7M | 3.7% | |
| T. Rowe Price Retirement 2020 Fund - | Other securities | — | — | $5.3M | 2.9% | |
| Wasatch Core Growth Instl . - | Other securities | — | — | $5.2M | 2.8% | |
| T. Rowe Price Retirement 2050 Fund - | Other securities | — | — | $4.1M | 2.2% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund - | Other securities | — | — | $3.6M | 2.0% | |
| s * T. Rowe Price Spectrum Moderate Allocation Fund - | Mutual Funds | — | — | $3.5M | 1.9% | |
| American Funds EuroPacific Growth Fund - | Mutual Funds | — | — | $3.5M | 1.9% | |
| Northern Small Cap Value Fund - | Other securities | — | — | $3.2M | 1.7% | |
| T. Rowe Price Retirement 2055 Fund - | Other securities | — | — | $2.8M | 1.5% | |
| T. Rowe Price Retirement 2015 Fund - | Other securities | — | — | $2.6M | 1.4% | |
| T. Rowe Price Retirement 2060 Fund - | Other securities | — | — | $1.6M | 0.9% | |
| Dreihaus Emerging Markets Fund - | Other securities | — | — | $1.2M | 0.6% | |
| T. Rowe Price High Yield Fund - | Other securities | — | — | $1.1M | 0.6% | |
| various maturity dates through 2031 - | Other securities | — | — | $642K | 0.3% | |
| Manning & Napier Rainier International Discovery Series - | Other securities | — | — | $555K | 0.3% | |
| MFS MID CAP VALUE FUND CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $217K | 0.1% | |
| T. Rowe Price Retirement Balanced - | Other securities | — | — | $177K | <0.1% | |
| T. Rowe Price Spectrum Conservative Allocation Fund - | Other securities | — | — | $164K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund - | Other securities | — | — | $72K | <0.1% | |
| Northern Funds Northern International Equity Index - | Common Collective Trusts | — | — | $12K | <0.1% | |
| NORTHERN TRUST EXT EQ MKT IDX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $12K | <0.1% | |
| Vanguard Federal Money Market Fund - | Mutual Funds | — | — | $7K | <0.1% | |
| Northern Funds Aggregate Bond Index - | Other securities | — | — | $7K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund - | Other securities | — | — | $6K | <0.1% | |
| Northern Funds All Country World ex-US Index - | Other securities | — | — | $5K | <0.1% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
