Roanne Simmons signed Stewart Title Guaranty Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stewart Title Guaranty Company's EIN is 74-0924290.
Download the official 2024 Form 5500 (PDF) for Stewart Title Guaranty Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stewart Title Guaranty Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature.
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 | $190K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $71K | — |
| STRATEGIC ADVISORS, INC. |
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 Fund Mutual fund - | Common Collective Trusts | — | — | $99.2M | 15.3% | |
| T Rowe Price Ret Trust 2030 Collective trust fund - | Common Collective Trusts | — | — | $57.6M | 8.9% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $57.6M | 8.9% | |
| T. Rowe Price All-Cap Opportunities Fund Mutual fund - | Other securities | — | — | $53.4M | 8.2% | |
| Dodge & Cox Stock Fund Mutual fund - | Mutual Funds | — | — | $49.3M | 7.6% | |
| T Rowe Price Ret Trust 2040 Collective trust fund - | Common Collective Trusts | — | — | $45.4M | 7.0% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $45.4M | 7.0% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $34.5M | 5.3% | |
| T Rowe Price Ret Trust 2035 Collective trust fund - | Common Collective Trusts | — | — | $32.8M | 5.1% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $32.8M | 5.1% | |
| T Rowe Price Ret Trust 2020 Collective trust fund - | Common Collective Trusts | — | — | $27.4M | 4.2% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $27.4M | 4.2% | |
| T Rowe Price Ret Trust 2025 Collective trust fund - | Common Collective Trusts | — | — | $27.2M | 4.2% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $27.2M | 4.2% | |
| Vanguard Extended Market Index Mutual fund - | Mutual Funds | — | — | $26.8M | 4.1% | |
| T Rowe Price Ret Trust 2050 Collective trust fund - | Common Collective Trusts | — | — | $26.7M | 4.1% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $26.7M | 4.1% | |
| T Rowe Price Ret Trust 2045 Collective trust fund - | Common Collective Trusts | — | — | $25.6M | 3.9% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $25.6M | 3.9% | |
| Fidelity Intl. Index Fund Mutual fund - | Common Collective Trusts | — | — | $21.2M | 3.3% | |
| Vanguard Total Bond Market Index Mutual fund - | Mutual Funds | — | — | $17.7M | 2.7% | |
| Principal SMCap Growth I Insttl Mutual fund - | Other securities | — | — | $14.5M | 2.2% | |
| Principal SmallCap Growth I R6 Mutual fund - | Other securities | — | — | $12.1M | 1.9% | |
| T Rowe Price Ret Trust 2055 Collective trust fund - | Common Collective Trusts | — | — | $10.4M | 1.6% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $10.4M | 1.6% | |
| Fidelity Total Bond Fund Mutual fund - | Mutual Funds | — | — | $9.7M | 1.5% | |
| Various maturity dates and interest rates * Notes receivable from participants ranging from 4.25% to 10.5% - | Bonds / Notes | — | — | $8.6M | 1.3% | |
| Vanguard Short-term Grade Ins Mutual fund - | Mutual Funds | — | — | $8.2M | 1.3% | |
| Europacific Growth R6 Mutual fund - | Other securities | — | — | $7.4M | 1.2% | |
| T Rowe Price Ret Trust 2060 Collective trust fund - | Common Collective Trusts | — | — | $6.0M | 0.9% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.9% | |
| Carillon Eagle Mid Cap Growth I Mutual fund - | Other securities | — | — | $5.1M | 0.8% | |
| T Rowe Price Ret Trust 2005 Collective trust fund - | Common Collective Trusts | — | — | $5.0M | 0.8% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $5.0M | 0.8% | |
| MFS Mid Cap Value R3 Mutual fund - | Mutual Funds | — | — | $4.8M | 0.7% | |
| T Rowe Price Ret Trust 2015 Collective trust fund - | Common Collective Trusts | — | — | $3.1M | 0.5% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| Principal Real Estate Secs I Mutual fund - | Other securities | — | — | $2.2M | 0.3% | |
| T Rowe Price Ret Trust 2065 Collective trust fund - | Common Collective Trusts | — | — | $1.9M | 0.3% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| T Rowe Price Ret Trust 2010 Collective trust fund - | Common Collective Trusts | — | — | $421K | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $421K | <0.1% | |
| Vanguard Federal Money Market Fund Mutual fund - | Mutual Funds | — | — | $331K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $34K |
| — |
