Angela Villiger signed Stevenson-WEIR/Southern LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stevenson-WEIR/Southern LLC's EIN is 87-1327110.
Download the official 2024 Form 5500 (PDF) for Stevenson-WEIR/Southern LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stevenson-WEIR/Southern LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | FLORHAM PARK, NJ | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $724K | 15.0% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $595K | 12.3% | |
| COLUMBIA BALANCED R 78 REGISTERED INVESTMENT COMPANY AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $418K | 8.7% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $414K | 8.6% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $344K | 7.1% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $336K | 7.0% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $302K | 6.3% | |
| AMER CENT INFL ADJ BD R 128 REGISTERED INVESTMENT COMPANY AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $272K | 5.6% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $272K | 5.6% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $179K | 3.7% | |
| BLACKROCK TOTAL RETURN - R | Registered Investment Companies | — | — | $109K | 2.3% | |
| AMF 2010 TARGET DATE R2E | Registered Investment Companies | — | — | $105K | 2.2% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $86K | 1.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $86K | 1.8% | |
| AMF 2015 TARGET DATE R2E | Registered Investment Companies | — | — | $50K | 1.0% | |
| UNDISCOVERED MGRS BHVR VAL R2 | Registered Investment Companies | — | — | $41K | 0.9% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $41K | 0.9% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $39K | 0.8% | |
| COL SEL MIDCAP VALUE R | Registered Investment Companies | — | — | $39K | 0.8% | |
| COLUMBIA DIV INC FD - R | Registered Investment Companies | — | — | $38K | 0.8% | |
| PUTNAM SMALL CAP GROWTH - R | Registered Investment Companies | — | — | $38K | 0.8% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $27K | 0.6% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $26K | 0.5% | |
| JPM INTERNATIONAL FOCUS - R2 | Registered Investment Companies | — | — | $21K | 0.4% | |
| AMF 2065 TARGET DATE R2E | Registered Investment Companies | — | — | $18K | 0.4% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $17K | 0.3% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $16K | 0.3% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $5K | 0.1% | |
| BOND FUND OF AMER R2E 128 REGISTERED INVESTMENT COMPANY LORD ABBETT HIGH YIELD FD -R3 | Registered Investment Companies | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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