Elizabeth Shannon signed First STOP Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First STOP Holdings, LLC's EIN is 93-1693126.
Download the official 2024 Form 5500 (PDF) for First STOP Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First STOP Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVEST. ADVIS. (PARTIP) | $229 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | — | GLASTONBURY, CT | TPA | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VARIOUS VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.5M | 96.4% | |
| Nuveen Lifecycle Ind 2055 Fd R6 | Mutual Funds | — | — | $756K | 11.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $742K | 11.0% | |
| Nuveen Lifecycle Ind 2050 Fd R6 | Mutual Funds | — | — | $666K | 9.9% | |
| Nuveen Lifecycle Ind 2045 Fd R6 | Mutual Funds | — | — | $612K | 9.1% | |
| Vanguard LifeStrat Growth Fd Inv | Mutual Funds | — | — | $454K | 6.7% | |
| Nuveen Lifecycle Ind 2030 Fd R6 | Mutual Funds | — | — | $403K | 6.0% | |
| Nuveen Lifecycle Ind 2040 Fd R6 | Mutual Funds | — | — | $286K | 4.2% | |
| Nuveen Lifecycle Ind 2060 Fd R6 | Mutual Funds | — | — | $249K | 3.7% | |
| JPMorgan Lrg Cp Growth Fnd R6 | Other securities | — | — | $236K | 3.5% | |
| Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $217K | 3.2% | |
| Nuveen Lifecycle Ind 2035 Fd R6 | Mutual Funds | — | — | $191K | 2.8% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $176K | 2.6% | |
| MFS Intl Diversification Fnd | Mutual Funds | — | — | $174K | 2.6% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $168K | 2.5% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $157K | 2.3% | |
| Vanguard Balanced Index Fund Adm | Common Collective Trusts | — | — | $154K | 2.3% | |
| Nuveen Lifecycle Ind 2025 Fd R6 | Mutual Funds | — | — | $127K | 1.9% | |
| Vanguard LifeStrat Mod Grwth Fd Inv | Mutual Funds | — | — | $121K | 1.8% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $84K | 1.3% | |
| held by The Voya Retirement Insurance and Annuity Company (Voya) * Voya Fixed Account (4450) | Guaranteed Income / GIC | — | — | $81K | 1.2% | |
| American Funds American Funds Infl Linked Bd Fd R6 | Mutual Funds | — | — | $63K | 0.9% | |
| Fidelity Mid Cap Index Fd | Mutual Funds | — | — | $56K | 0.8% | |
| Cohen & Steers Cohen & Steers Instit Realty Shares | Other securities | — | — | $53K | 0.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $52K | 0.8% | |
| DFA U.S. Targeted Value Port Inst | Mutual Funds | — | — | $38K | 0.6% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $35K | 0.5% | |
| Nuveen Lifecycle Ind 2065 Fd R6 | Mutual Funds | — | — | $30K | 0.5% | |
| Vanguard LifeStrat Income Fd Inv | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Explorer Fund Adm | Mutual Funds | — | — | $21K | 0.3% | |
| BlackRock High Yield Port K | Other securities | — | — | $19K | 0.3% | |
| Victory Core Plus Interm Bond R6 | Other securities | — | — | $17K | 0.3% | |
| Vanguard LifeStrat Cnsrv Grw Fd Inv | Mutual Funds | — | — | $10K | 0.2% | |
| PIMCO Intl Bnd Fnd (US Dir-Hdg) I | Mutual Funds | — | — | $10K | 0.1% | |
| Nuveen Lifecycle Ind 2015 Fd R6 ** 527 Nuveen Lifecycle Ind 2020 Fd R6 | Mutual Funds | — | — | $6K | <0.1% | |
| held by The Voya Retirement Insurance and Annuity Company (Voya) * Voya Gov Money Mkt Fnd A (Hold Acct) | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Allspg Spec MdCp VI Fd R6 | Other securities | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Ind 2010 Fd R6 | Mutual Funds | — | — | $2K | <0.1% |
