Curtis LAMB signed Stampin UP Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stampin UP Inc.'s EIN is 88-0263215.
Download the official 2024 Form 5500 (PDF) for Stampin UP Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stampin UP Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $29.8M | 71.7% | |
| AC RD 2045 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $5.4M | 13.1% | |
| AC RD 2040 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $5.2M | 12.4% | |
| AC RD 2035 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $4.0M | 9.6% | |
| AC RD 2030 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $3.8M | 9.1% | |
| FID GOVT MMKT Mutual Funds N/A 6 * FID 500 INDEX Mutual Funds N/A | Common Collective Trusts | — | — | $3.4M | 8.2% | |
| AC RD 2050 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $3.2M | 7.7% | |
| AC RD 2055 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $2.8M | 6.7% | |
| AC RD 2025 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $2.8M | 6.7% | |
| JPM LG CAP GROWTH R6 Mutual Funds N/A | Other securities | — | — | $1.6M | 3.9% | |
| AC RD 2060 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $1.4M | 3.3% | |
| AC IN RETIRE TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $975K | 2.3% | |
| J H TRITON N Mutual Funds N/A | Other securities | — | — | $827K | 2.0% | |
| J H ENTERPRISE N Mutual Funds N/A | Other securities | — | — | $663K | 1.6% | |
| VANG MIDCAP IDX ADM Mutual Funds N/A | Common Collective Trusts | — | — | $660K | 1.6% | |
| Notes receivable from participants Maturing 2025-2046 at interest rates 3.25% to 8.50% - | Bonds / Notes | — | — | $601K | 1.4% | |
| PIMCO INCOME INST Mutual Funds N/A | Mutual Funds | — | — | $501K | 1.2% | |
| VICTORY S EST VAL R6 Mutual Funds N/A | Other securities | — | — | $495K | 1.2% | |
| Standard's Stable Asset Fund II Guaranteed Investment Contract N/A | Stable Value | — | — | $466K | 1.1% | |
| PIF REAL EST SEC IS Mutual Funds N/A | Other securities | — | — | $372K | 0.9% | |
| VANG SM CAP IDX ADM Mutual Funds N/A | Common Collective Trusts | — | — | $364K | 0.9% | |
| MFS INTL GROWTH R6 Mutual Funds N/A | Mutual Funds | — | — | $351K | 0.8% | |
| VANG SMCPVL IDX ADM Mutual Funds N/A | Common Collective Trusts | — | — | $333K | 0.8% | |
| GS INTL EQ INS INST Mutual Funds N/A | Other securities | — | — | $314K | 0.8% | |
| AC RD 2065 TR IX Common Collective Fund N/A | Common Collective Trusts | — | — | $307K | 0.7% | |
| PUTN LG CAP VAL R6 Mutual Funds N/A | Other securities | — | — | $271K | 0.7% | |
| VANG TOT INTL STK AD Mutual Funds N/A | Other securities | — | — | $224K | 0.5% | |
| JPM EMRG MKTS EQ R6 Mutual Funds N/A | Other securities | — | — | $212K | 0.5% | |
| JPM CORE PLUS BND R6 Mutual Funds N/A | Other securities | — | — | $82K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | AUDITOR | $8K | — |
