JULI W. Sholar signed Stone Pigman Walther Wittmann L.L.C's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stone Pigman Walther Wittmann L.L.C's EIN is 72-0354510.
Download the official 2024 Form 5500 (PDF) for Stone Pigman Walther Wittmann L.L.C from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stone Pigman Walther Wittmann L.L.C's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWEDGE ADVISORS LLC | 46-0854203 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P 500 IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $14.5M | 15.9% | |
| Charles Schwab Bank Personal Choice Retirement Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $14.2M | 15.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $12.3M | 13.5% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.9M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $5.3M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.6% | |
| MFS LARGE CAP VAL CIT CL CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $4.9M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.9% | |
| JP Morgan Large Cap Growth Fund - Class R6 Registered Investment Company | Common Stocks | — | — | $4.2M | 4.6% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.7M | 3.0% | |
| Northern Trust Extended Equity Market Index Fund NL - Tier 4 Common Collective Trust Fund | Common Collective Trusts | — | — | $2.4M | 2.7% | |
| NORTHERN TRUST EXT EQ IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $2.4M | 2.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.1% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| Northern Trust All Country World Ex-US Investable Market Index Fund NL - Tier 4 Common Collective Trust Fund | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $692K | 0.8% | |
| Vanguard Inflation Protected Sector Registered Investment Company | Mutual Funds | — | — | $657K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $542K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $393K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $286K | 0.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $241K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $106K | 0.1% | |
| Allspring Special Small Cap Value Fund - Class R6 Registered Investment Company | Common Stocks | — | — | $73K | <0.1% | |
| Principal Small Cap Growth Fund I - Class R6 Registered Investment Company | Common Stocks | — | — | $54K | <0.1% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $12K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| Vanguard Federal Money Market Fund Registered Investment Company | Mutual Funds | — | — | $5K | <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 |
|---|---|---|---|---|---|
| WATERS PARKERSON & CO LLC | 26-1642640 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $386 | — |
