Bryan Kindopp signed Staley Steele LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Staley Steele LLC's EIN is 75-1461141.
Download the official 2024 Form 5500 (PDF) for Staley Steele LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Staley Steele 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 |
|---|---|---|---|---|---|
| LEE INSURANCE SERVICES INC | — | DALLAS, TX | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $3.4M | 37.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.9M | 20.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.2M | 13.5% | |
| Vanguard 500 Index Admiral Mutual Fund n/a | Common Collective Trusts | — | — | $814K | 9.1% | |
| INDEXSELECT MODERATE 2055 FUND CL GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $555K | 6.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $301K | 3.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $150K | 1.7% | |
| Notes Receivable from Participants Maturity dates of 2025 to 2029 at interest - | Other securities | — | — | $117K | 1.3% | |
| Vanguard Total Bond Market Index ADM Mutual Fund n/a | Mutual Funds | — | — | $85K | 0.9% | |
| Vanguard Mid Cap Index ADM Mutual Fund n/a | Mutual Funds | — | — | $76K | 0.8% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $72K | 0.8% | |
| Vanguard Small Cap Index ADM Mutual Fund n/a | Mutual Funds | — | — | $65K | 0.7% | |
| American Funds Europacific Growth R6 Mutual Fund n/a | Mutual Funds | — | — | $56K | 0.6% | |
| Vanguard Total INTL Stock Index Admiral Mutual Fund n/a | Mutual Funds | — | — | $44K | 0.5% | |
| American Funds Washington Mutual R6 Mutual Fund n/a | Mutual Funds | — | — | $27K | 0.3% | |
| General Account Fixed Account n/a | Other securities | — | — | $20K | 0.2% | |
| American Funds New World R6 Mutual Fund n/a | Mutual Funds | — | — | $19K | 0.2% | |
| INDEXSELECT CONSERVATIVE RET FUND GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $16K | 0.2% | |
| MFS Mid Cap Value R6 Mutual Fund n/a | Mutual Funds | — | — | $14K | 0.2% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $14K | 0.2% | |
| Mass Mutual Global I Mutual Fund n/a | Other securities | — | — | $13K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $12K | 0.1% | |
| Franklin Small Cap Value R6 Mutual Fund n/a 428 * Hartford Balanced Income R6 Mutual Fund n/a | Mutual Funds | — | — | $8K | <0.1% | |
| Pimco Income INSTL Mutual Fund n/a | Mutual Funds | — | — | $6K | <0.1% | |
| Hartford MidCap R6 Mutual Fund n/a | Other securities | — | — | $5K | <0.1% | |
| Pimco Real Return INSTL Mutual Fund n/a | Mutual Funds | — | — | $5K | <0.1% | |
| DFA Real Estate Securities I Mutual Fund n/a | Mutual Funds | — | — | $5K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $5K | <0.1% | |
| Invesco Small Cap Growth R6 Mutual Fund n/a | Mutual Funds | — | — | $4K | <0.1% | |
| MassMutual High Yield I Mutual Fund n/a | Other securities | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUTAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
