Claudelle Vallette signed John W. Stone Oil Distributor, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John W. Stone Oil Distributor, L.L.C.'s EIN is 72-1322067.
Download the official 2024 Form 5500 (PDF) for John W. Stone Oil Distributor, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John W. Stone Oil Distributor, L.L.C.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUSTMARK NATIONAL BANK | 64-0180810 | — | ADVISOR | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $4.9M | 17.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.9M | 10.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.3M | 8.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.1M | 7.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $2.0M | 7.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 6.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.9M | 6.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.8M | 6.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.6M | 5.7% | |
| Notes Receivable from participants 4.25% - 9.5% | Bonds / Notes | — | — | $827K | 3.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $720K | 2.6% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $551K | 2.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $512K | 1.9% | |
| Vanguard Target Retirement 2070 Fund 850 Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $465K | 1.7% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $440K | 1.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $372K | 1.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $297K | 1.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $278K | 1.0% | |
| Vanguard Equity-Income Fund Admiral | Mutual Funds | — | — | $273K | 1.0% | |
| Vanguard Wellesley Income Fund Admiral | Mutual Funds | — | — | $245K | 0.9% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $240K | 0.9% | |
| Invesco Global Invesco Global R6 | Mutual Funds | — | — | $206K | 0.7% | |
| Thornburg Developing World R6 | Other securities | — | — | $132K | 0.5% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $89K | 0.3% | |
| Vanguard Short-Term Corporate Bond Index Fund | Common Collective Trusts | — | — | $73K | 0.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $67K | 0.2% | |
| John Hancock JHancock Alternative Asset Allc R6 | Other securities | — | — | $62K | 0.2% | |
| John Hancock JHancock International Growth R6 | Other securities | — | — | $57K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $50K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $44K | 0.2% | |
| Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $42K | 0.2% | |
| Vanguard High-Yield Corporate Admiral | Mutual Funds | — | — | $27K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $16K | <0.1% | |
| Calamos Investments Calamos Market Neutral Income R6 | Other securities | — | — | $9K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $9K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral | Mutual Funds | — | — | $9K | <0.1% | |
| Emerging Markets MFS Emerging Markets Debt R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Applied Financial Lines Applied Finance Select Institutional | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
