Corey Martin signed Stonewall Road Restaurant Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stonewall Road Restaurant Group, LLC's EIN is 81-5318645.
Download the official 2024 Form 5500 (PDF) for Stonewall Road Restaurant Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stonewall Road Restaurant Group, LLC'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Investment Management MFS Value A | Mutual Funds | — | — | $51K | 7.1% | |
| Blackrock Liquidity T-Fund Premier | Other securities | — | — | $51K | 7.1% | |
| Putnam Investments Putnam Large Cap Value A | Mutual Funds | — | — | $49K | 6.8% | |
| Nuveen Investment Management Nuveen Dividend Growth A | Mutual Funds | — | — | $47K | 6.6% | |
| Bahl & Gaynor Bahl & Gaynor Income Growth A | Other securities | — | — | $47K | 6.6% | |
| Fidelity Advisor Growth Opp A | Mutual Funds | — | — | $46K | 6.4% | |
| First Eagle First Eagle Global A | Other securities | — | — | $44K | 6.2% | |
| JPMorgan Large Cap Growth R3 | Other securities | — | — | $44K | 6.1% | |
| Looms Sayles Loomis Sayles Global Allocation A | Other securities | — | — | $42K | 5.9% | |
| MFS Investment Management MFS International Diversification A | Mutual Funds | — | — | $33K | 4.6% | |
| Natixis Investments Natixis Oakmark International A | Other securities | — | — | $33K | 4.5% | |
| Macquarie Group Emerging Markets A | Common Stocks | — | — | $32K | 4.4% | |
| Looms Sayles Loomis Sayles Strategic Income A | Other securities | — | — | $25K | 3.5% | |
| BlackRock Mid-Cap Growth Equity Inv A | Other securities | — | — | $20K | 2.8% | |
| Columbia Management Investment Columbia Mid Cap Index A | Other securities | — | — | $18K | 2.5% | |
| AllSpring Global Investment AllSpring Special Small Cap Value A | Other securities | — | — | $18K | 2.5% | |
| Lord Abbett & Co Lord Abbett Short Duration Income R4 | Mutual Funds | — | — | $17K | 2.4% | |
| Western Asset Western Asset Core Bond A | Other securities | — | — | $16K | 2.2% | |
| Western Asset Western Asset Core Plus Bond A | Other securities | — | — | $16K | 2.2% | |
| Macquarie Group Small Cap Core A | Common Stocks | — | — | $15K | 2.1% | |
| Clearbridge Small Cap Growth A | Other securities | — | — | $15K | 2.0% | |
| AllSpring Global Investment Allspring Special Mid Cap Value A | Other securities | — | — | $14K | 2.0% | |
| BlackRock Inflation Protected Bond Inv A | Other securities | — | — | $13K | 1.9% | |
| Lord Abbett & Co High Yield R4 | Mutual Funds | — | — | $11K | 1.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
