KAY MOSS signed Stober Drives, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stober Drives, Inc.'s EIN is 61-1197576.
Download the official 2024 Form 5500 (PDF) for Stober Drives, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stober Drives, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $32K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fid 500 Index | Common Collective Trusts | — | — | $2.6M | 14.3% | |
| T. Rowe TRP Blue Chip Growth I | Other securities | — | — | $1.7M | 9.3% | |
| Money Market Funds * Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $1.5M | 8.5% | |
| Fidelity Investments Fid Fdm Idc 2035 Ipr | Mutual Funds | — | — | $1.4M | 8.0% | |
| Fidelity Investments Fid Fdm Idc 2040 Ipr | Mutual Funds | — | — | $1.3M | 7.5% | |
| Fidelity Investments Fid Fdm Idc 2055 Ipr | Mutual Funds | — | — | $1.3M | 7.0% | |
| Fidelity Investments Fid Fdm Idc 2050 Ipr | Mutual Funds | — | — | $1.0M | 5.8% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $775K | 4.3% | |
| First Eagle First Eagle Global R6 | Other securities | — | — | $504K | 2.8% | |
| Fidelity Investments Fid Emerging Mkts K | Mutual Funds | — | — | $487K | 2.7% | |
| Carillon Crln E Mid Cap Gr R6 | Other securities | — | — | $485K | 2.7% | |
| PIMCO Real Return Inst | Mutual Funds | — | — | $417K | 2.3% | |
| Fidelity Investments Fid Mid Cap Idx | Common Collective Trusts | — | — | $412K | 2.3% | |
| Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% - | Bonds / Notes | — | — | $409K | 2.3% | |
| Fidelity Investments Fid Fdm Idc 2030 Ipr | Mutual Funds | — | — | $372K | 2.1% | |
| Fidelity Investments Fid Fdm Idc 2045 Ipr | Mutual Funds | — | — | $311K | 1.7% | |
| Interest in Common Collective Trust Galliard Stable Return M | Common Collective Trusts | — | — | $305K | 1.7% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $305K | 1.7% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $297K | 1.7% | |
| American Funds AF Europacific Growth R6 | Mutual Funds | — | — | $296K | 1.6% | |
| Fidelity Investments Fid Sm Cap Idx | Common Collective Trusts | — | — | $277K | 1.5% | |
| Fidelity Investments Fid Intl Index | Mutual Funds | — | — | $250K | 1.4% | |
| Fidelity Investments Fid Fdm Idc 2025 Ipr | Mutual Funds | — | — | $217K | 1.2% | |
| TCW MetWest Total Return Bond Fund - P | Other securities | — | — | $204K | 1.1% | |
| American Funds AF Balanced R6 | Mutual Funds | — | — | $200K | 1.1% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Fund | Other securities | — | — | $189K | 1.1% | |
| Cohen & Steers C&S Inst Realty Shs | Common Stocks | — | — | $165K | 0.9% | |
| PIMCO Income Inst | Mutual Funds | — | — | $140K | 0.8% | |
| Fidelity Investments Fid Fdm Idc 2065 Ipr | Mutual Funds | — | — | $135K | 0.7% | |
| Fidelity Investments Fid Fdm Idc 2060 Ipr | Mutual Funds | — | — | $119K | 0.7% | |
| Fidelity Investments Fid Fdm Idc 2020 Ipr | Mutual Funds | — | — | $109K | 0.6% | |
| Northern Trust Northern Sm Cap Val | Other securities | — | — | $29K | 0.2% | |
| American Funds AF Washington Mutual Inv R6 | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Investments Fid Fdm Idc 2070 Ipr | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
