JUDY Rosen signed Ted Stevens, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ted Stevens, Inc.'s EIN is 68-0083197.
Download the official 2024 Form 5500 (PDF) for Ted Stevens, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ted Stevens, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Alger Mutual Funds Alger Capital Appreciation Inst R Fund 48,794 Shares ^ | Other securities | — | — | $1.6M | 24.3% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 17.5% | |
| Principal Funds Inc Principal Large Cap S&P 500 Index Fund 25,656 Shares ^ | Common Collective Trusts | — | — | $741K | 11.5% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $277K | 4.3% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $260K | 4.0% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $219K | 3.4% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $198K | 3.1% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $186K | 2.9% | |
| Massachusetts Financial SVC. Co. MFS Mid Cap Growth Fund 6,996 Shares ^ | Mutual Funds | — | — | $183K | 2.8% | |
| 10.50% maturing from May 2025 to July 2029. - | Bonds / Notes | — | — | $161K | 2.5% | |
| Columbia Threadneedle Columbia Strategic Income Fund 6,781 Shares ^ | Other securities | — | — | $147K | 2.3% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $134K | 2.1% | |
| Capital Research and Management Co. American Funds Bond Fund of America 11,334 Shares ^ | Mutual Funds | — | — | $126K | 2.0% | |
| Principal Funds Inc Principal Small Cap S&P 600 Index Fund 4,507 Shares ^ | Common Collective Trusts | — | — | $123K | 1.9% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $114K | 1.8% | |
| Principal Funds Inc Principal Mid Cap Value Fund 7,051 Shares ^ | Common Stocks | — | — | $108K | 1.7% | |
| Principal Funds Inc Principal Capital Appreciation Fund 1,189 Shares ^ | Common Stocks | — | — | $97K | 1.5% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $93K | 1.4% | |
| Principal Funds Inc Principal Mid Cap S&P 400 Index Fund 3,926 Shares ^ | Common Collective Trusts | — | — | $91K | 1.4% | |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $87K | 1.4% | |
| Capital Research and Management Co. American Funds New World Fund 1,057 Shares ^ | Mutual Funds | — | — | $80K | 1.2% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $74K | 1.1% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $72K | 1.1% | |
| Capital Research and Management Co. American Funds Smallcap World Fund 1,033 Shares ^ | Mutual Funds | — | — | $65K | 1.0% | |
| Capital Research and Management Co American Funds US Government Securities Fund 3,075 Shares ^ | Mutual Funds | — | — | $36K | 0.6% | |
| Principal Funds Inc Principal Small Cap Growth Fund 2,638 Shares ^ | Common Stocks | — | — | $35K | 0.5% | |
| Principal Funds Inc Principal Real Estate Securities Fund 1,209 Shares ^ | Common Stocks | — | — | $33K | 0.5% | |
| Principal Funds Inc Principal Diversified International Fund 1,964 Shares ^ | Common Stocks | — | — | $26K | 0.4% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $25K | 0.4% | |
| Principal Funds Inc Principal Inflation Protection Fund 157 Shares ^ | Common Stocks | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $434 | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
