Joanne Pegues signed Stokes Lawrence, P.S.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stokes Lawrence, P.S.'s EIN is 91-1318835.
Download the official 2024 Form 5500 (PDF) for Stokes Lawrence, P.S. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stokes Lawrence, P.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $56.5M | 94.2% | |
| METLIFE SERVICES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.0% |
