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Original filing (PDF)20251015151940NAL0006587664001
THE STEWART ORGANIZATION, INC.
Form 5500
FILING_RECEIVED
THE STEWART ORGANIZATION 401(K) PARTNER PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
164
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE STEWART ORGANIZATION, INC..
Plan sponsor
Name
THE STEWART ORGANIZATION, INC.
EIN
63-0812930
Address
2300 GATEWAY DRIVE · IRVING, TX · 75063
Phone
(972) 652-3200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LANE GORMAN TRUBITT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $7K | — |
| RAYMOND JAMES FINANCIAL SERVICES | — | ST. PETERSBERG, FL | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | ERIE, PA | CONTRACT ADMIN | $8K | — |
Investments
31 direct securities · 1 pooled fund· $12.4M(100% of reported assets)
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.
Uncategorized
$11.1M
30 holdings
Common Collective Trust
$1.2M
1 holding
Mutual Funds
$100K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.1M | 17.2% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2035 Advisor Fund | — | — | — | $1.5M | 11.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 9.4% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2040 Advisor Fund | — | — | — | $1.1M | 9.0% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2025 Advisor Fund | — | — | — | $937K | 7.6% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2030 Advisor Fund | — | — | — | $639K | 5.2% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2050 Advisor Fund | — | — | — | $636K | 5.1% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Blue Chip Growth Advisor Fund | — | — | — | $566K | 4.6% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2055 Advisor Fund | — | — | — | $434K | 3.5% | |
| SELF DIRECTED ACCOUNTS Charles Schwab Interest-bearing cash, common and foreign stock, mutual funds, money market, and corporate debt instrument | — | — | — | $423K | 3.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $338K | 2.7% | |
| maturing through September 2029 - | — | — | — | $313K | 2.5% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2045 Advisor Fund | — | — | — | $253K | 2.0% | |
| Fidelity Investments Fidelity Advisor Total Bond A Fund | — | — | — | $225K | 1.8% | |
| Touchstone Mid Cap Value A Fund | — | — | — | $224K | 1.8% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Global Technology | — | — | — | $195K | 1.6% | |
| Victory Capital Victory Sycamore Established Value A Fund | — | — | — | $189K | 1.5% | |
| T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2020 Advisor Fund | — | — | — | $188K | 1.5% | |
| BlackRock High Yield Bond Portfolio Investor A Fund | — | — | — | $164K | 1.3% | |
| Fidelity Investments Fidelity Advisor Large Cap A Fund | — | — | — | $130K | 1.0% | |
| BlackRock Inflation Protected Bond SVC | — | — | — | $105K | 0.8% | |
| Principal Funds Principal Real Estate Securities R3 Fund | — | — | — | $102K | 0.8% | |
| S American Century Investments American Century Value A Fund | Mutual Funds | — | — | $100K | 0.8% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap A Fund | — | — | — | $90K | 0.7% | |
| Natixis Funds Natixis Oakmark International A Fund | — | — | — | $68K | 0.6% | |
| Hodges Funds Hodges Small Cap Retail Fund | — | — | — | $49K | 0.4% | |
| Virtus Virrus SGA Emerging Markets Equity A | — | — | — | $48K | 0.4% | |
| J.P.Morgan Undiscovered Managers Behavioral Value A Fund | — | — | — | $31K | 0.3% | |
| Hartford Mutual Funds Hartford International Opportunities Y Fund | — | — | — | $30K | 0.2% | |
| Nuveen NWQ Small Cap Value A Fund | — | — | — | $28K | 0.2% | |
| Invesco Oppenheimer International Growth A | — | — | — | $26K | 0.2% | |
| Lord Abbett Lord Abbett International Opportunity A Fund | — | — | — | $1K | <0.1% |