Steven Stout signed SURE Steel, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SURE Steel, Inc.'s EIN is 87-0509964.
Download the official 2024 Form 5500 (PDF) for SURE Steel, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SURE Steel, 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 |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $18K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $12K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $9.0M | 100.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.6M | 17.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.3M | 14.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $845K | 9.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $736K | 8.2% | |
| Dimensional Fund Advisors DFA US Core Equity 2 Portfolio (I) | Mutual Funds | — | — | $710K | 7.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $654K | 7.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $505K | 5.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $474K | 5.3% | |
| Vanguard 500 Index Fund (Adm) | Common Collective Trusts | — | — | $383K | 4.3% | |
| Dimensional Fund Advisors DFA Intl Core Equity Portfolio (I) | Mutual Funds | — | — | $380K | 4.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $354K | 3.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $237K | 2.6% | |
| Dimensional Fund Advisors DFA Investment Grade Portfolio (I) | Mutual Funds | — | — | $220K | 2.4% | |
| Matrix Trust Cash 512 Dimensional Fund Advisors DFA Emerging Mkts Core Equity Port (I) | Mutual Funds | — | — | $213K | 2.4% | |
| Dimensional Fund Advisors DFA World ex US Govt Fixed Inc Port (I) | Mutual Funds | — | — | $117K | 1.3% | |
| Matrix Trust Matrix Trust Retirement Cash Account | Cash / Money Market | — | — | $116K | 1.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $91K | 1.0% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $51K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx (Adm) ** 467 Vanguard FTSE All-World ex-US Idx (Adm) ** 450 Vanguard Real Estate Index Fund (Adm) | Common Collective Trusts | — | — | $40K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
