Tim Faulk signed Stately Doors & Windows, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stately Doors & Windows, LLC's EIN is 86-2214509.
Download the official 2024 Form 5500 (PDF) for Stately Doors & Windows, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stately Doors & Windows, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $168K | 20.8% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $122K | 15.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $84K | 10.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $81K | 10.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $74K | 9.1% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $53K | 6.6% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $53K | 6.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $51K | 6.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $46K | 5.7% | |
| VANGUARD SM CAP VAL INDEX ADM 610 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $37K | 4.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $9K | 1.1% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $4K | 0.5% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $3K | 0.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
