Jason Williams signed Stylecraft Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stylecraft Builders, Inc.'s EIN is 74-2485231.
Download the official 2024 Form 5500 (PDF) for Stylecraft Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stylecraft Builders, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARAGON FINANCIAL ADVISORS | 20-8817933 | — | NONE | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.5M | 24.7% | |
| Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $2.3M | 22.5% | |
| Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $1.4M | 13.2% | |
| Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $1.1M | 11.0% | |
| Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $803K | 7.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $628K | 6.2% | |
| Participant Loans Rate: 4.25% - 9.50% - | Bonds / Notes | — | — | $267K | 2.6% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $133K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $91K | 0.9% | |
| T Rowe Price T Rowe Price Global Growth Stock Fund | Mutual Funds | — | — | $67K | 0.7% | |
| Fidelity Small Cap Growth Index Fund ** 444 Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $59K | 0.6% | |
| T Rowe Price T Rowe Price Blue Chip Growth I | Mutual Funds | — | — | $46K | 0.5% | |
| Vanguard Dividend Appreciation ETF ** 44 Virtus KAR Mid Cap Growth Fund I | Mutual Funds | — | — | $45K | 0.4% | |
| PIMCO StocksPLUS Long Duration Fund | Mutual Funds | — | — | $44K | 0.4% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $44K | 0.4% | |
| Schwab U.S. Large Cap Value ETF | Mutual Funds | — | — | $38K | 0.4% | |
| Aberdeen Abrdn Physical Gold Shares ETF ** 145 Brown Capital Management Brown Capital Management International Small Co | Common Stocks | — | — | $29K | 0.3% | |
| Morgan Stanley Morgan Stanley Developing Opportunity I | Other securities | — | — | $28K | 0.3% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| * Schwab Bank Savings | Mutual Funds | — | — | $22K | 0.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $20K | 0.2% | |
| PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF | Mutual Funds | — | — | $19K | 0.2% | |
| Vanguard FTSE Social Index Adm ** 23 Vanguard Hi-Yield Corp Fund Adm | Mutual Funds | — | — | $18K | 0.2% | |
| Schwab U.S. Large Cap Growth ETF | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Vanguard Total Bond Market ETF | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Short Term Bond Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Emerging Markets Index Fund ** 146 Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Fidelity Real Estate Income Fund | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| BRIAUD FINANCIAL PLANNING, INC. | 74-2620407 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
