Joanne Juan signed Sturm Financial Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sturm Financial Group Inc.'s EIN is 84-1564498.
Download the official 2024 Form 5500 (PDF) for Sturm Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sturm Financial Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $33K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Class | Common Collective Trusts | — | — | $5.5M | 11.0% | |
| FLEXPATH INDEX+ MODERATE 2035 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3002484 / PN 202 | Common Collective Trust | — | — | $5.1M | 10.3% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3071639 / PN 205 | Common Collective Trust | — | — | $5.1M | 10.3% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 206 | Common Collective Trust | — | — | $4.5M | 9.2% | |
| LARGE CAP GROWTH FUND IV I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $4.5M | 9.1% | |
| FLEXPATH INDEX+ MODERATE 2055 FUND- WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3188067 / PN 208 | Common Collective Trust | — | — | $3.9M | 7.8% | |
| Investment contract * Voya Fixed Account | Other securities | — | — | $2.1M | 4.2% | |
| Allspring Global Allspring Global Special Mid Cap Value Fund R6 | Other securities | — | — | $1.8M | 3.7% | |
| MID CAP GROWTH FUND - FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.8M | 3.7% | |
| Virtus Ceredex Virtus Ceredex Large Cap Value Equity Fund R6 | Other securities | — | — | $1.7M | 3.4% | |
| SMALL CAP GROWTH FUND II - FEE CLAS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.6M | 3.1% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | Common Stocks | — | — | $1.5M | 3.0% | |
| Vanguard Short-Term Investment Grade Admiral | Mutual Funds | — | — | $1.2M | 2.4% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $968K | 1.9% | |
| TRwPr Spectrum Mod Alloc Fd I Registered Investment Company | Common Stocks | — | — | $949K | 1.9% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | — | $877K | 1.8% | |
| Vangrd St-Trm Treasury Fnd Adm Registered Investment Company | Common Stocks | — | — | $792K | 1.6% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | Bonds / Notes | — | — | $753K | 1.5% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $736K | 1.5% | |
| Vanguard Inflation Protected Securities Fund Admiral | Mutual Funds | — | — | $714K | 1.4% | |
| Dodge & Cox Dodge & Cox Income Fund I | Mutual Funds | — | — | $630K | 1.3% | |
| CHARLES SCHWAB PCRA Other | Self-Directed Brokerage | — | — | $540K | 1.1% | |
| FLEXPATH INDEX+ MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $422K | 0.8% | |
| Delaware Investments Delaware Emerging Markets Fund R6 | Other securities | — | — | $395K | 0.8% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | Common Stocks | — | — | $343K | 0.7% | |
| Undiscoverd Mngrs Bhv Vl F R6 Registered Investment Company | Common Stocks | — | — | $336K | 0.7% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Growth Allocation Fund I | Other securities | — | — | $311K | 0.6% | |
| BNY Mellon BNY Mellon Global Fixed Income Fund Y | Other securities | — | — | $174K | 0.3% | |
| FdtdHrms Inst Hg Yld Bd Fnd R6 Registered Investment Company | Common Stocks | — | — | $145K | 0.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $119K | 0.2% | |
| Janus Henderson Global Equity Income Fund N | Mutual Funds | — | — | $72K | 0.1% | |
| INTERNATIONAL GROWTH FUND II - FEE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $64K | 0.1% |
