Sarah Truby signed Blue Stone Therapy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Stone Therapy, Inc.'s EIN is 84-1787423.
Download the official 2024 Form 5500 (PDF) for Blue Stone Therapy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Stone Therapy, 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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MURRAY FINANCIAL GROUP, LLC | 45-0834412 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Income Institutional Fund Registered Investment Company | Mutual Funds | — | — | $1.1M | 13.6% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Account | Other securities | — | — | $993K | 12.9% | |
| T Rowe Price Blue Chip Growth I Fund Registered Investment Company | Mutual Funds | — | — | $860K | 11.1% | |
| JP Morgan Equity Income R6 Fund Registered Investment Company | Common Stocks | — | — | $645K | 8.4% | |
| American Funds New Perspective R6 Fund Registered Investment Company | Mutual Funds | — | — | $619K | 8.0% | |
| Vanguard 500 Index Admiral Fund Registered Investment Company | Common Collective Trusts | — | — | $585K | 7.6% | |
| Vanguard International Growth Admiral Fund Registered Investment Company | Mutual Funds | — | — | $583K | 7.6% | |
| Columbia Small Cap Value Registered Investment Company | Common Stocks | — | — | $384K | 5.0% | |
| Vanguard Mid Cap Admiral Fund Registered Investment Company | Mutual Funds | — | — | $252K | 3.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $245K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $230K | 3.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $220K | 2.8% | |
| JP Morgan Small Cap Growth R6 Fund Registered Investment Company | Common Stocks | — | — | $184K | 2.4% | |
| BlackRock Mid-Cap Growth Equity K Fund Registered Investment Company | Common Stocks | — | — | $183K | 2.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $171K | 2.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $117K | 1.5% | |
| Participant Loans Interest Rates - 4.25% to 9.50% -0- | Bonds / Notes | — | — | $87K | 1.1% | |
| (E) | Other securities | — | $19K | $86K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $85K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $54K | 0.7% | |
| MFS International Diversification Fund Registered Investment Company | Mutual Funds | — | — | $48K | 0.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $45K | 0.6% | |
| (E) | Other securities | — | — | $26K | 0.3% | |
| John Hancock Bond R6 Fund Registered Investment Company | Common Stocks | — | — | $26K | 0.3% | |
| T Rowe Price Health Sciences I Fund Registered Investment Company | Mutual Funds | — | — | $19K | 0.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $17K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $355 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $353 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $352 | <0.1% |
