Daniel Stokes signed Stewart EFI's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stewart EFI's EIN is 71-0918038.
Download the official 2024 Form 5500 (PDF) for Stewart EFI from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stewart EFI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | — | $2.3M | 10.9% | |
| Principal Funds Inc. | Common Stocks | — | — | $2.2M | 10.5% | |
| Principal Funds Inc. | Common Stocks | — | — | $2.0M | 9.4% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.0M | 9.4% | |
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 9.1% | |
| Alliance Bernstein | Other securities | — | — | $1.9M | 9.0% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.4M | 6.7% | |
| Principal Funds Inc. | Common Stocks | — | — | $1.2M | 5.7% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.2M | 5.7% | |
| Principal Funds Inc. | Common Stocks | — | — | $832K | 3.9% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $832K | 3.9% | |
| Fidelity Investments | Mutual Funds | — | — | $714K | 3.3% | |
| American Funds | Mutual Funds | — | — | $684K | 3.2% | |
| Principal Funds Inc. | Common Stocks | — | — | $540K | 2.5% | |
| Principal Funds Inc. | Common Stocks | — | — | $538K | 2.5% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $538K | 2.5% | |
| MFS Investment Management | Mutual Funds | — | — | $510K | 2.4% | |
| JP Morgan Funds | Other securities | — | — | $454K | 2.1% | |
| Principal Funds Inc. | Common Stocks | — | — | $353K | 1.7% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $353K | 1.7% | |
| Principal Funds Inc. | Common Stocks | — | — | $351K | 1.6% | |
| Principal Funds Inc. | Common Stocks | — | — | $322K | 1.5% | |
| Principal Funds Inc. | Common Stocks | — | — | $321K | 1.5% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $321K | 1.5% | |
| Macquarie | Other securities | — | — | $317K | 1.5% | |
| Principal Funds Inc. | Common Stocks | — | — | $302K | 1.4% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $302K | 1.4% | |
| Principal Funds Inc. | Common Stocks | — | — | $287K | 1.3% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $287K | 1.3% | |
| Principal Funds Inc. | Common Stocks | — | — | $277K | 1.3% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $277K | 1.3% | |
| Principal Funds Inc. | Common Stocks | — | — | $264K | 1.2% | |
| Principal Funds Inc. | Common Stocks | — | — | $239K | 1.1% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $234K | 1.1% | |
| Notes receivable from participants | Other securities | — | — | $207K | 1.0% | |
| Principal Funds Inc. | Common Stocks | — | — | $175K | 0.8% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $175K | 0.8% | |
| Principal Funds Inc. | Common Stocks | — | — | $114K | 0.5% | |
| Principal Funds Inc. | Common Stocks | — | — | $109K | 0.5% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $109K | 0.5% | |
| Principal Funds Inc. | Common Stocks | — | — | $103K | 0.5% | |
| PRIN LIFETIME HY 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $103K | 0.5% | |
| Principal Funds Inc. | Common Stocks | — | — | $12K | <0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $12K | <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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
