Petronella Rutledge signed Step by Step Family Support Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Step by Step Family Support Center's EIN is 91-1871945.
Download the official 2024 Form 5500 (PDF) for Step by Step Family Support Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Step by Step Family Support Center's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $125K | 21.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $97K | 17.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $76K | 13.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $53K | 9.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $44K | 7.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $40K | 7.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $35K | 6.2% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $27K | 4.7% | |
| American Funds American Mutual R6 American Funds 0 | Mutual Funds | — | — | $17K | 2.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $15K | 2.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Mutual Funds | — | — | $12K | 2.0% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $11K | 1.9% | |
| Vanguard Extended Market Index Adm Vanguard 0 | Mutual Funds | — | — | $9K | 1.5% | |
| Fidelity Total International Index Fidelity 0 | Mutual Funds | — | — | $3K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 458 Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $3K | 0.5% | |
| Vanguard International Value Inv Vanguard 0 647 American Funds EuroPacific Gr R6 American Funds 0 | Mutual Funds | — | — | $1K | 0.2% | |
| T. Rowe Price Stable Value CTF A T. Rowe Price 0 479 Fidelity U.S. Bond Index Fund Fidelity 0 | Stable Value | — | — | $1K | 0.2% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $1K | 0.2% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $336 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
