Stacy and Witbeck, Inc.'s EIN is 94-2787950.
Download the official 2023 Form 5500 (PDF) for Stacy and Witbeck, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Stacy and Witbeck, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — | INV ADV PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $13.2M | 12.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $11.9M | 11.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $8.8M | 8.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.7M | 7.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7.6M | 7.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $7.3M | 6.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.7M | 5.3% | |
| Vanguard Info Tech Index Admiral Fund | Mutual Funds | — | — | $5.3M | 5.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.1M | 3.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.0M | 3.8% | |
| WTC-CIF II GROWTH SERIES 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $2.9M | 2.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.3% | |
| PRIN LIFETIME HYBR 2020 CIPRIN LT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.3M | 2.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.3M | 2.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.1M | 2.0% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $2.1M | 1.9% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $1.8M | 1.7% | |
| Principal Trust Diversified International Inst Fund | Other securities | — | — | $1.5M | 1.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.4M | 1.3% | |
| Fidelity Total Int Index Fund | Common Collective Trusts | — | — | $1.1M | 1.0% | |
| Loomis Sayles Small Cap Growth N Fund | Other securities | — | — | $1.0M | 0.9% | |
| Loomis Sayles Core Pls BD Fund | Other securities | — | — | $859K | 0.8% | |
| Carillon Eagle Mid Cap Growth R6 Fund | Other securities | — | — | $851K | 0.8% | |
| Vaughan Nelson Small Cap Value Inst Fund | Other securities | — | — | $818K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 013 | Common Collective Trust | — | — | $773K | 0.7% | |
| JP Morgan Mid Cap Value R6 Fund | Other securities | — | — | $690K | 0.6% | |
| Participants Participant Loans Rate - 4.25% to 9.25% - | Bonds / Notes | — | — | $514K | 0.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $480K | 0.4% | |
| DFA Inflation Protected Securities I Fund | Mutual Funds | — | — | $308K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON, QUINN & ASSOCIATES, INC. | 94-3210526 | — | OTHER SERVICES | $0 | — |
