Jayson Davidson signed Stephen Joseph, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stephen Joseph, Inc.'s EIN is 75-2146463.
Download the official 2024 Form 5500 (PDF) for Stephen Joseph, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stephen Joseph, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $183 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option [1] | Other securities | — | — | $491K | 23.7% | |
| Fidelity US Bond Index Fund [1] | Common Collective Trusts | — | — | $222K | 10.7% | |
| Principal Core Fixed Income Z Fund [1] | Other securities | — | — | $222K | 10.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $222K | 10.7% | |
| Putnam Large Cap Value R6 Fund [1] | Mutual Funds | — | — | $196K | 9.4% | |
| Fidelity International Index Fund [1] | Common Collective Trusts | — | — | $195K | 9.4% | |
| Fidelity Blue Chip Growth K Fund [1] | Mutual Funds | — | — | $173K | 8.4% | |
| PIMCO RAE Fundamental Emerging Markets Institutional Fund [1] | Mutual Funds | — | — | $107K | 5.1% | |
| Fidelity 500 Index Fund [1] | Common Collective Trusts | — | — | $104K | 5.0% | |
| Fidelity Small Cap Advisor Value Z Fund [1] | Mutual Funds | — | — | $80K | 3.9% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $76K | 3.7% | |
| Fidelity Small Cap Advisor Growth Z Fund [1] | Mutual Funds | — | — | $62K | 3.0% | |
| Fidelity Small Cap Index Fund [1] | Common Collective Trusts | — | — | $49K | 2.4% | |
| Fidelity Mid Cap Index Fund [1] | Common Collective Trusts | — | — | $49K | 2.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $46K | 2.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
