Sarah McClelland signed Analytic Stress Relieving, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Analytic Stress Relieving, Inc.'s EIN is 72-0875269.
Download the official 2024 Form 5500 (PDF) for Analytic Stress Relieving, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Analytic Stress Relieving, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | 63-0371391 |
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 | |||||
|---|---|---|---|---|---|---|
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $2.5M | 14.4% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.6M | 9.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 9.2% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.1M | 6.6% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $1.1M | 6.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.0M | 6.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $950K | 5.6% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $915K | 5.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $664K | 3.9% | |
| JANUS HENDERSON ENTERPRISE - I | Registered Investment Companies | — | — | $660K | 3.9% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $548K | 3.2% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $546K | 3.2% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $496K | 2.9% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $493K | 2.9% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $489K | 2.9% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $441K | 2.6% | |
| AB SMALL CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $377K | 2.2% | |
| PIONEER BOND Y | Registered Investment Companies | — | — | $288K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $264K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $129K | 0.8% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $107K | 0.6% | |
| THORNBURG LIMITED TERM INC R5 | Registered Investment Companies | — | — | $96K | 0.6% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $48K | 0.3% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $45K | 0.3% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $42K | 0.2% | |
| AB GLOBAL BOND I | Registered Investment Companies | — | — | $38K | 0.2% | |
| AB DISCOVERY VALUE I | Registered Investment Companies | — | — | $35K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $43K |
| — |
