William CHAD Harrison signed St Acquisition LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St Acquisition LLC's EIN is 88-4061389.
Download the official 2022 Form 5500 (PDF) for St Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)St Acquisition LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & COMPANY, INC. | 94-1737782 | — | BROKERAGE SERVICES | $749 | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * J.P. Morgan Asset Management JPMorgan Equity Index Fund | Mutual Funds | — | — | $2.1M | 19.0% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2030 Fund | Other securities | — | — | $1.2M | 10.2% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2040 Fund | Other securities | — | — | $1.1M | 9.8% | |
| J.P. Morgan Asset Management JPMorgan Large-Cap Growth Fund | Other securities | — | — | $832K | 7.4% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2025 Fund | Other securities | — | — | $827K | 7.3% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $787K | 7.0% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Fund | Mutual Funds | — | — | $551K | 4.9% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2020 Fund | Other securities | — | — | $548K | 4.9% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $507K | 4.5% | |
| American Funds American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $488K | 4.3% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2035 Fund | Other securities | — | — | $435K | 3.9% | |
| PIMCO Income Fund | Mutual Funds | — | — | $415K | 3.7% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2050 Fund | Other securities | — | — | $313K | 2.8% | |
| MFS International Growth Fund | Mutual Funds | — | — | $274K | 2.4% | |
| various dates, secured by participant account | Other securities | — | — | $244K | 2.2% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2045 Fund | Other securities | — | — | $188K | 1.7% | |
| J.P. Morgan Asset Management JPMorgan Small-Cap Growth Fund | Other securities | — | — | $150K | 1.3% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $122K | 1.1% | |
| Self-directed brokerage accounts * Charles Schwab Trust Bank Various investments | Self-Directed Brokerage | — | — | $47K | 0.4% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2055 Fund | Other securities | — | — | $45K | 0.4% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement Income Fund | Other securities | — | — | $39K | 0.3% | |
| J.P. Morgan Asset Management JPMorgan SmartRetirement 2060 Fund | Other securities | — | — | $22K | 0.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
