Abbie Klein signed STO Building Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
STO Building Group, Inc.'s EIN is 81-4302917.
Download the official 2024 Form 5500 (PDF) for STO Building Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)STO Building Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-2689044 | — | RECORDKEEPER | $248K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | — | PALO ALTO, CA | INVESTMENT ADVISOR | $354K | — |
| MERCER INVESTMENTS LLC |
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 Instl Index | Mutual Funds | — | — | $67.7M | 16.8% | |
| Vanguard Total Intl Stock Idx Instl | Common Collective Trusts | — | — | $43.3M | 10.8% | |
| Vanguard Total Bd Mkt Index Instl | Mutual Funds | — | — | $32.3M | 8.0% | |
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $22.3M | 5.5% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $21.4M | 5.3% | |
| Delaware Ivy Delaware Ivy Lg Cap Gr I | Other securities | — | — | $20.3M | 5.1% | |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.0M | 5.0% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $17.3M | 4.3% | |
| T. Rowe Price T Rowe Price Eq Income I | Mutual Funds | — | — | $17.1M | 4.2% | |
| Vanguard Primecap Adm | Mutual Funds | — | — | $14.8M | 3.7% | |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $13.4M | 3.3% | |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $12.9M | 3.2% | |
| GALLIARD STABLE RETURN E SEI · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $12.3M | 3.0% | |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $12.0M | 3.0% | |
| Metropolitan West Metropolitan West Total Rturn Bd P | Other securities | — | — | $10.7M | 2.7% | |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $9.8M | 2.4% | |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $9.7M | 2.4% | |
| Artisan Mid Cap Instl | Other securities | — | — | $8.7M | 2.2% | |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $4.2M | 1.0% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $3.6M | 0.9% | |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.9% | |
| Prudential PGIM Jennison Small Co Z | Common Stocks | — | — | $3.5M | 0.9% | |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| Victory Integrity Mid-Cap Val R6 | Other securities | — | — | $2.2M | 0.5% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| VANGUARD TARGET RETRMNT 2070 TR II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $453K | 0.1% | |
| PIMCO Government Money Market Adm | Mutual Funds | — | — | $298K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 30-0282430 |
| — |
| INVESTMENT ADVISOR |
| $83K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
