Juan C Agosto signed Store Management System LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Store Management System LLC's EIN is 66-0866249.
Download the official 2024 Form 5500 (PDF) for Store Management System LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Store Management System LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANXIAL, CORP. | 66-0591759 | — | N/A | $6K | — |
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | N/A | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDX 2045 K | Other securities | — | — | $191K | 25.6% | |
| BLACKROCK LIFEPATH INDX 2055 K | Other securities | — | — | $120K | 16.2% | |
| BLACKROCK LIFEPATH INDX 2050 K | Other securities | — | — | $95K | 12.8% | |
| BLACKROCK LIFEPATH INDX 2040 K | Other securities | — | — | $84K | 11.3% | |
| BLACKROCK LIFEPATH INDX 2065 K | Other securities | — | — | $78K | 10.5% | |
| BLACKROCK LIFEPATH INDX 2060 K | Other securities | — | — | $60K | 8.1% | |
| BLACKROCK LIFEPATH INDEX RET K | Other securities | — | — | $58K | 7.8% | |
| BLACKROCK LIFEPATH INDX 2035 K | Other securities | — | — | $31K | 4.2% | |
| BLACKROCK LIFEPATH INDX 2030 K | Other securities | — | — | $22K | 3.0% | |
| AB US LARGE CAP GROWTH CIT P-2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2K | 0.3% | |
| PR CAPITAL PRESERVATION FUND BPAS TRUST COMPANY OF PUERTO RICO · EIN 66-0929359 / PN 001 | Common Collective Trust | — | — | $2K | 0.3% | |
| PRINCIPAL DIVERS INT'L INST'L | Other securities | — | — | $507 | <0.1% | |
| NEUBERGER BERMAN SMALL CAP GROWTH WILMINGTON TRUST, N.A. · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK LARGE CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MID CAP EQUITY INDEX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK SMALL CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK U.S. AGGREGATE BOND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MSCI ACWI EX-US INDE HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CIF R2 WESTERN ASSET MANAGEMENT COMPANY · EIN 95-2705767 / PN 113 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
