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Original filing (PDF)20251008140535NAL0003065987001
STEWART EFI
Form 5500
FILING_RECEIVED
STEWART EFI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
154
Accounts w/ balance
182
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWART EFI.
Plan sponsor
Name
STEWART EFI
EIN
71-0918038
Address
45 OLD WATERBURY RD · THOMASTON, CT · 067871903
Phone
(860) 880-2610
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
Investments
31 direct securities · 13 pooled funds· $27.8M(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
$21.3M
31 holdings
Common Collective Trust
$6.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | — | $2.3M | 10.9% | |
| Principal Funds Inc. | — | — | — | $2.2M | 10.5% | |
| Principal Funds Inc. | — | — | — | $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 | — | — | — | $1.9M | 9.1% | |
| Alliance Bernstein | — | — | — | $1.9M | 9.0% | |
| Self-directed brokerage accounts | — | — | — | $1.4M | 6.7% | |
| Principal Funds Inc. | — | — | — | $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. | — | — | — | $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 | — | — | — | $714K | 3.3% | |
| American Funds | — | — | — | $684K | 3.2% | |
| Principal Funds Inc. | — | — | — | $540K | 2.5% | |
| Principal Funds Inc. | — | — | — | $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 | — | — | — | $510K | 2.4% | |
| JP Morgan Funds | — | — | — | $454K | 2.1% | |
| Principal Funds Inc. | — | — | — | $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. | — | — | — | $351K | 1.6% | |
| Principal Funds Inc. | — | — | — | $322K | 1.5% | |
| Principal Funds Inc. | — | — | — | $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 | — | — | — | $317K | 1.5% | |
| Principal Funds Inc. | — | — | — | $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. | — | — | — | $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. | — | — | — | $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. | — | — | — | $264K | 1.2% | |
| Principal Funds Inc. | — | — | — | $239K | 1.1% | |
| Franklin Templeton Investments | — | — | — | $234K | 1.1% | |
| Notes receivable from participants | — | — | — | $207K | 1.0% | |
| Principal Funds Inc. | — | — | — | $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. | — | — | — | $114K | 0.5% | |
| Principal Funds Inc. | — | — | — | $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. | — | — | — | $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. | — | — | — | $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% |
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