Lindsey LEHN signed Stova Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stova Group, LLC's EIN is 92-0440466.
Download the official 2024 Form 5500 (PDF) for Stova Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stova Group, 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 | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE MODERATE INV | Registered Investment Companies | — | — | $3.0M | 23.8% | |
| AMC OC VERY AGGRESSIVE - INV | Registered Investment Companies | — | — | $963K | 7.7% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $929K | 7.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $694K | 5.5% | |
| VAN TARGET RETIRE INC 733 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $520K | 4.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $517K | 4.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $428K | 3.4% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $405K | 3.2% | |
| EATON VANCE ATL CAP FOC GR I | Registered Investment Companies | — | — | $401K | 3.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $391K | 3.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $391K | 3.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $386K | 3.1% | |
| EV ATL CAPITAL SMID CP I | Registered Investment Companies | — | — | $365K | 2.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $349K | 2.8% | |
| AMANA GROWTH - INSTITUTIONAL | Registered Investment Companies | — | — | $341K | 2.7% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $305K | 2.4% | |
| MFS MID CAP VALUE R4 | Registered Investment Companies | — | — | $293K | 2.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $242K | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $230K | 1.8% | |
| FID MID CAP VAL IDX | Registered Investment Companies | — | — | $193K | 1.5% | |
| NUVEEN INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $173K | 1.4% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $134K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $124K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $122K | 1.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $110K | 0.9% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $102K | 0.8% | |
| FID ADV INVEST GRADE BOND Z | Registered Investment Companies | — | — | $86K | 0.7% | |
| DODGE & COX GLOBAL BOND X | Registered Investment Companies | — | — | $71K | 0.6% | |
| VAN INTL EXPLORER - INV | Registered Investment Companies | — | — | $63K | 0.5% | |
| AMANA INCOME - INSTITUTIONAL | Registered Investment Companies | — | — | $43K | 0.3% | |
| AMC ONE CHOICE PORT VERY CONS | Registered Investment Companies | — | — | $38K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $35K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $30K |
| — |
