Christine McCarthy signed Stoner Electric, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stoner Electric, LLC's EIN is 93-0612566.
Download the official 2024 Form 5500 (PDF) for Stoner Electric, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stoner Electric, 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 |
|---|---|---|---|---|---|
| SLOY DAHL & HOLST, INC. | 93-0989022 | PORTLAND, OR | NONE | $72K | — |
| DEFINITI, LLC | 85-0833363 | — | NONE | $37K | — |
| HOFFMAN, STEWART AND SCHMIDT, P.C. | 90-0743240 | LAKE OSWEGO, OR | NONE | $18K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SLOY DAHL HOLST AGGRESSIVE CF ALTA TRUST · EIN 47-5396070 / PN 001 | Common Collective Trust | — | — | $7.2M | 50.8% | |
| SLOY DAHL HOLST BALANCED CF ALTA TRUST · EIN 47-5396070 / PN 001 | Common Collective Trust | — | — | $2.8M | 20.0% | |
| Vanguard 500 Index F Registered Investment Company n/a | Common Collective Trusts | — | — | $1.6M | 11.2% | |
| SLOY DAHL HOLST GROWTH CF ALTA TRUST · EIN 47-5396070 / PN 001 | Common Collective Trust | — | — | $451K | 3.2% | |
| SLOY DAHL HOLST MODERATE CF ALTA TRUST · EIN 47-5396070 / PN 001 | Common Collective Trust | — | — | $376K | 2.7% | |
| T Rowe Price Health Sciences Fd Registered Investment Company n/a | Mutual Funds | — | — | $292K | 2.1% | |
| SLOY DAHL HOLST CONSERVATIVE CF ALTA TRUST · EIN 47-5396070 / PN 001 | Common Collective Trust | — | — | $219K | 1.5% | |
| Vanguard Total Bond Mkt Index Adm Registered Investment Company n/a | Mutual Funds | — | — | $209K | 1.5% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $209K | 1.5% | |
| Driehaus Micro Cap Gwth Fs Inst Registered Investment Company n/a | Common Stocks | — | — | $200K | 1.4% | |
| Vanguard GNMA Fund Admiral SHRS Registered Investment Company n/a 68 Vanguard Small Cap I Registered Investment Company n/a | Agency / Mortgage-Backed | — | — | $156K | 1.1% | |
| T. Rowe Price Global Technology Registered Investment Company n/a 851 Vanguard Developed Mkts Index Adm Registered Investment Company n/a | Mutual Funds | — | — | $140K | 1.0% | |
| Vanguard Emrg Mkts Stk Index Fd Adm Registered Investment Company n/a | Mutual Funds | — | — | $61K | 0.4% | |
| dates through June 2028 - 0 - | Other securities | — | — | $54K | 0.4% | |
| Hartford Eqty Incm Fd Cl R5 Registered Investment Company n/a | Common Stocks | — | — | $53K | 0.4% | |
| Nuveen Real Estate Securities Fund I Registered Investment Company n/a | Mutual Funds | — | — | $22K | 0.2% | |
| Cash n/a 256 American Century Mid Cap Value Cl R6 Registered Investment Company n/a | Cash / Money Market | — | — | $22K | 0.2% | |
| Blackrock Strat Glbl Bd Fd Inst Registered Investment Company n/a | Common Stocks | — | — | $16K | 0.1% | |
| Invesco Oppenheimer Dev Mkts Fd Y Registered Investment Company n/a | Mutual Funds | — | — | $11K | <0.1% | |
| Edgewood Growth Instl Registered Investment Company n/a | Common Stocks | — | — | $9K | <0.1% | |
| Columbia Contrarian Cor Fd Cl Inst 2 Registered Investment Company n/a | Common Stocks | — | — | $7K | <0.1% | |
| Voya Midcap Oppty Fd I Registered Investment Company n/a | Common Stocks | — | — | $7K | <0.1% | |
| Voya Small Cap Growth Fund CL I Registered Investment Company n/a | Common Stocks | — | — | $4K | <0.1% | |
| Keeley Small Cap Dividend Value I Registered Investment Company n/a | Common Stocks | — | — | $2K | <0.1% | |
| Lord Abbett Short Duration Incm I Registered Investment Company n/a | Mutual Funds | — | — | $2K | <0.1% | |
| Pioneer Bond Fund CL Y Registered Investment Company n/a | Common Stocks | — | — | $2K | <0.1% | |
| Fidelity Overseas Fund Registered Investment Company n/a | Mutual Funds | — | — | $2K | <0.1% |
