Keith Johnson signed Ray Stone Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ray Stone Incorporated's EIN is 94-1736828.
Download the official 2024 Form 5500 (PDF) for Ray Stone Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ray Stone Incorporated's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WM | 39-2018056 | — | NONE | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.7M | 83.2% | |
| Fully Benefit Responsive Investm ent Contracts * AUL Stable Value Account Fully Benefit Responsive Investm ent Contract | Stable Value | — | — | $1.3M | 15.6% | |
| VANGUARD BALANCED INDEX ADM Registered Investm ent Com pany | Mutual Funds | — | — | $843K | 10.5% | |
| VANGUARD MID CAP INDEX ADM Registered Investm ent Com pany | Mutual Funds | — | — | $490K | 6.1% | |
| NUVEEN LIFECYCLE IDX 2045 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $433K | 5.4% | |
| NUVEEN LARGE CAP GR IDX R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $411K | 5.1% | |
| AMERFDS GRTH FD OF AMERICA R6 Registered Investm ent Com pany | Common Stocks | — | — | $408K | 5.1% | |
| FIDELITY INV MM FDS GOV INSTL Registered Investm ent Com pany | Mutual Funds | — | — | $403K | 5.0% | |
| VANGUARD VALUE INDEX ADM Registered Investm ent Com pany | Mutual Funds | — | — | $391K | 4.9% | |
| NUVEEN LIFECYCLE IDX 2030 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $384K | 4.8% | |
| NUVEEN LIFECYCLE IDX 2050 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $338K | 4.2% | |
| NUVEEN LIFECYCLE IDX 2025 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $309K | 3.9% | |
| NUVEEN LIFECYCLE IDX 2040 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $277K | 3.5% | |
| GGT BLKRK EAFE EQ IDX CL R Registered Investm ent Com pany | Common Collective Trusts | — | — | $270K | 3.4% | |
| VANGUARD SMCAP VALUE IDX ADM Registered Investm ent Com pany | Common Collective Trusts | — | — | $238K | 3.0% | |
| DFA US SMALL CAP GROW TH I Registered Investm ent Com pany ** 348 DFA US SMALL CAP I Registered Investm ent Com pany | Mutual Funds | — | — | $142K | 1.8% | |
| VANGUARD STRATEGIC EQUITY INV Registered Investm ent Com pany | Mutual Funds | — | — | $141K | 1.8% | |
| NUVEEN LIFECYCLE IDX 2035 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $139K | 1.7% | |
| FIDELITY MULTI-ASSET INDEX Registered Investm ent Com pany ** 344 FIDELITY US SUSTAINABILITY IDX Registered Investm ent Com pany | Common Collective Trusts | — | — | $107K | 1.3% | |
| VANGUARD INFO TECH IDX ADM Registered Investm ent Com pany | Common Collective Trusts | — | — | $106K | 1.3% | |
| AMERFDS AMERICAN HIGH-INC R6 Registered Investm ent Com pany | Common Stocks | — | — | $103K | 1.3% | |
| NUVEEN LIFECYCLE IDX 2055 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $101K | 1.3% | |
| Participant Loans Interest rates at (8.00%) $0 | Bonds / Notes | — | — | $98K | 1.2% | |
| FIDELITY 500 INDEX Registered Investm ent Com pany | Common Collective Trusts | — | — | $78K | 1.0% | |
| VANGUARD INT-TERM INVGRDE ADM Registered Investm ent Com pany | Mutual Funds | — | — | $75K | 0.9% | |
| Registered Investm ent Com panies AMERFDS AMERICAN BALANCED R6 Registered Investm ent Com pany | Common Stocks | — | — | $72K | 0.9% | |
| NUVEEN LIFECYCLE IDX 2020 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $71K | 0.9% | |
| VANGUARD HEALTH CARE IDX ADM Registered Investm ent Com pany | Common Collective Trusts | — | — | $63K | 0.8% | |
| NUVEEN LIFECYCLE IDX 2060 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $63K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investm ent Com pany | Mutual Funds | — | — | $38K | 0.5% | |
| VANGUARD EXPLORER ADM Registered Investm ent Com pany | Mutual Funds | — | — | $23K | 0.3% | |
| VANGUARD SELECTED VALUE INV Registered Investm ent Com pany | Mutual Funds | — | — | $19K | 0.2% | |
| NUVEEN LIFECYCLE IDX 2010 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $18K | 0.2% | |
| NUVEEN LIFECYCLE IDX 2065 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $17K | 0.2% | |
| NUVEEN LIFECYCLE IDX 2015 R6 Registered Investm ent Com pany | Common Collective Trusts | — | — | $11K | 0.1% | |
| VANGUARD MIDCAP GROW TH IDX ADM Registered Investm ent Com pany | Common Collective Trusts | — | — | $8K | 0.1% | |
| FRANKLIN DYNATECH R6 Registered Investm ent Com pany | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD TOTAL STK MKT IDX ADM Registered Investm ent Com pany | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
