Stephanie Leinbach signed Empath-Stratum, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Empath-Stratum, Inc.'s EIN is 85-1356625.
Download the official 2024 Form 5500 (PDF) for Empath-Stratum, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Empath-Stratum, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $328K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | IRVINE, CA | SERVICE PROVIDER | $75K | — |
| THE VARIABLE ANNUITY LIFE INSURANCE |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 74-1625348 |
| — |
| SERVICE PROVIDER |
| $6K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds EuroPacific Gr R6 404,758 | Mutual Funds | — | — | $21.7M | 15.0% | |
| Fully Benefit-Responsive Investment Contracts, at contract value * Lincoln Stable Fund *** 17,302,617 | Other securities | — | — | $21.3M | 14.6% | |
| Fidelity 500 Index 98,459 | Common Collective Trusts | — | — | $20.1M | 13.8% | |
| Baird Core Plus Bond Class Institutional 1,618,388 | Other securities | — | — | $16.2M | 11.1% | |
| American Funds The Growth of America Class R6 164,974 | Mutual Funds | — | — | $12.3M | 8.5% | |
| Vanguard Equity Income Admiral Shares 130,328 | Mutual Funds | — | — | $11.5M | 7.9% | |
| Cohen and Steers Real Estate Securities Inc Class Z 380,680 | Common Stocks | — | — | $6.6M | 4.5% | |
| Fidelity Mid Cap Index 104,778 | Mutual Funds | — | — | $3.5M | 2.4% | |
| Blackrock Inflation Protected Bond 365,370 | Other securities | — | — | $3.5M | 2.4% | |
| Fixed Account Plus 3,406,264 | Other securities | — | — | $3.4M | 2.3% | |
| American Century Mid Cap Value R6 Class 209,672 | Mutual Funds | — | — | $3.3M | 2.2% | |
| Victory Sycamore Small Company Opportunity R6 62,646 | Common Stocks | — | — | $2.9M | 2.0% | |
| Pioneer Strategic Income Class K 300,103 | Other securities | — | — | $2.8M | 1.9% | |
| Carillon Eagle Mid Cap Growht Class R6 35,816 | Other securities | — | — | $2.8M | 1.9% | |
| Clearbridge Small Cap Growth Class IS 51,369 | Other securities | — | — | $2.0M | 1.4% | |
| Participant Loans Participant Loans 2.50% - 10.50% | Bonds / Notes | — | — | $1.8M | 1.2% | |
| Fidelity Small Cap Index 59,597 | Mutual Funds | — | — | $1.6M | 1.1% | |
| Moderate Growth Lifestyle 169,893 | Other securities | — | — | $881K | 0.6% | |
| Stock Index Fund 25,822 | Common Collective Trusts | — | — | $717K | 0.5% | |
| Aggressive Growth Lifestyle 121,094 | Other securities | — | — | $677K | 0.5% | |
| Short Term Fixed Account 522,953 | Other securities | — | — | $523K | 0.4% | |
| T Rowe Price Retirmnt 2035 Adv 163,444 | Mutual Funds | — | — | $321K | 0.2% | |
| Intl Socially Responsible Fund 24,920 | Other securities | — | — | $250K | 0.2% | |
| T Rowe Price Retirmnt 2025 Adv 140,678 | Mutual Funds | — | — | $247K | 0.2% | |
| Growth Fund 40,537 | Other securities | — | — | $243K | 0.2% | |
| Mid Cap Index Fund 5,393 | Common Collective Trusts | — | — | $237K | 0.2% | |
| T Rowe Price Retirmnt 2045 Adv 100,865 | Mutual Funds | — | — | $213K | 0.1% | |
| Small Cap Index Fund 16,208 | Common Collective Trusts | — | — | $195K | 0.1% | |
| T Rowe Price Retirmnt 2040 Adv 90,192 | Mutual Funds | — | — | $185K | 0.1% | |
| Core Bond Fund 82,443 | Other securities | — | — | $184K | 0.1% | |
| Mid Cap Strategic Gwth 29,000 | Other securities | — | — | $168K | 0.1% | |
| Principal Guaranteed Option*** 159,484 | Other securities | — | — | $159K | 0.1% | |
| Global Strategy 57,844 | Other securities | — | — | $145K | <0.1% | |
| Systematic Value 39,488 | Other securities | — | — | $144K | <0.1% | |
| Nasdaq-100(R) Index Fund 25,170 | Common Collective Trusts | — | — | $143K | <0.1% | |
| International Government Bond 12 ** 36 Vanguard Lifestrategy Growth 31,264 | U.S. Treasuries | — | — | $134K | <0.1% | |
| Ariel Fund 19,222 | Other securities | — | — | $124K | <0.1% | |
| T Rowe Price Retirmnt 2030 Adv 65,715 | Mutual Funds | — | — | $122K | <0.1% | |
| Mid Cap Value Fund 10,465 | Other securities | — | — | $120K | <0.1% | |
| Vanguard Wellington Fund Inc 14,484 | Mutual Funds | — | — | $119K | <0.1% | |
| Science & Technology Fund 5,325 | Other securities | — | — | $113K | <0.1% | |
| Vanguard Windsor II 11,989 | Mutual Funds | — | — | $111K | <0.1% | |
| T Rowe Price Retirmnt 2020 Adv 66,312 | Mutual Funds | — | — | $110K | <0.1% | |
| T Rowe Price Retirmnt 2050 Adv 41,083 | Mutual Funds | — | — | $87K | <0.1% | |
| s (continued) Vanguard Lifestrategy Moderate 23,777 | Mutual Funds | — | — | $87K | <0.1% | |
| Internatl Equities Index Fund 29,551 | Common Collective Trusts | — | — | $84K | <0.1% | |
| Emerging Economies 67,355 | Other securities | — | — | $81K | <0.1% | |
| US Socially Responsible Fund 11,218 | Other securities | — | — | $80K | <0.1% | |
| International Growth Fund 15,537 | Other securities | — | — | $78K | <0.1% | |
| Systematic Growth Fund 12,302 | Other securities | — | — | $75K | <0.1% |
