JUDY McKee signed Stirling Properties, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stirling Properties, LLC's EIN is 72-1194769.
Download the official 2024 Form 5500 (PDF) for Stirling Properties, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stirling Properties, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $2.3M | 21.6% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION T Mutual Funds | Mutual Funds | — | — | $794K | 7.5% | |
| BAIRD AGGREGATE BOND INST Mutual Funds | Other securities | — | — | $704K | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2030 RETIREMENT Mutual Funds | Mutual Funds | — | — | $588K | 5.5% | |
| DFA INTERNATIONAL CORE EQUITY I Mutual Funds | Mutual Funds | — | — | $575K | 5.4% | |
| GOLDMAN SACHS US MORTGAGES INV Mutual Funds | Other securities | — | — | $567K | 5.3% | |
| FIDELITY GROWTH DISCOVERY Mutual Funds | Mutual Funds | — | — | $526K | 5.0% | |
| CARILLON EAGLE MID CAP GROWTH R6 Mutual Funds | Other securities | — | — | $498K | 4.7% | |
| NUVEEN LIFECYCLE INDEX 2035 RETIREMENT Mutual Funds | Mutual Funds | — | — | $494K | 4.7% | |
| AMG YACKTMAN FOCUSED N Mutual Funds | Other securities | — | — | $370K | 3.5% | |
| NUVEEN SMALL CAP BLEND INDEX R6 Mutual Funds | Mutual Funds | — | — | $355K | 3.3% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 Mutual Funds | Other securities | — | — | $350K | 3.3% | |
| MFS RESEARCH R6 Mutual Funds | Mutual Funds | — | — | $335K | 3.2% | |
| VIRTUS NFJ MID-CAP VALUE INST Mutual Funds | Other securities | — | — | $265K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2025 RETIREMENT Mutual Funds | Mutual Funds | — | — | $252K | 2.4% | |
| Participant Loans With interest rates | Participant loans | — | — | $210K | 2.0% | |
| Account * GUARANTEED PORTFOLIO FUND Group Annuity Contract | Common Stocks | — | — | $192K | 1.8% | |
| HARTFORD STRATEGIC INCOME Y Mutual Funds | Other securities | — | — | $172K | 1.6% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Mutual Funds | Other securities | — | — | $172K | 1.6% | |
| COLUMBIA SMALL CAP VALUE I INSTL 3 Mutual Funds | Other securities | — | — | $172K | 1.6% | |
| FIDELITY ADVISOR ENERGY I Mutual Funds | Mutual Funds | — | — | $151K | 1.4% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $149K | 1.4% | |
| FEDERATED HERMES INSTL HIGH YIELD BD IS Mutual Funds | Other securities | — | — | $144K | 1.4% | |
| Account * EMPOWER SECUREFOUNDATION BALANCED INV Pooled Separate | Other securities | — | — | $126K | 1.2% | |
| JPMORGAN SMALL CAP GROWTH R6 Mutual Funds | Other securities | — | — | $124K | 1.2% | |
| NUVEEN LIFECYCLE INDEX 2055 RETIREMENT Mutual Funds | Mutual Funds | — | — | $53K | 0.5% | |
| NUVEEN LIFECYCLE RET INC RET Mutual Funds | Mutual Funds | — | — | $41K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2045 RETIREMENT Mutual Funds | Mutual Funds | — | — | $41K | 0.4% | |
| EMPOWER SECUREFOUNDATION BAL INST Pooled Separate | Other securities | — | — | $22K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2020 RETIREMENT Mutual Funds | Mutual Funds | — | — | $15K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2040 RETIREMENT Mutual Funds | Mutual Funds | — | — | $13K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2060 RETIREMENT Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 RETIREMENT Mutual Funds | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $25K |
| — |
