Karyn WILL signed Steven Label LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steven Label LLC's EIN is 95-2049735.
Download the official 2024 Form 5500 (PDF) for Steven Label LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Steven Label LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom IDX 2035 | Common Collective Trusts | — | — | $2.1M | 17.8% | |
| Fidelity Freedom IDX 2030 | Common Collective Trusts | — | — | $1.8M | 15.0% | |
| Fidelity Freedom IDX 2025 | Common Collective Trusts | — | — | $1.8M | 14.7% | |
| Vanguard Retirement Savings Trust | Mutual Funds | — | — | $912K | 7.6% | |
| VANG RET SAV TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $912K | 7.6% | |
| Fidelity Freedom IDX 2020 | Common Collective Trusts | — | — | $826K | 6.8% | |
| Brown Advisory Sustainable Growth Fund IS | Other securities | — | — | $572K | 4.7% | |
| Fidelity Freedom IDX 2045 | Common Collective Trusts | — | — | $570K | 4.7% | |
| Fidelity Freedom IDX 2040 | Common Collective Trusts | — | — | $505K | 4.2% | |
| Fidelity Freedom IDX 2050 | Common Collective Trusts | — | — | $467K | 3.9% | |
| DFA US Target VAL I | Mutual Funds | — | — | $292K | 2.4% | |
| Fidelity Freedom IDX 2060 | Common Collective Trusts | — | — | $232K | 1.9% | |
| Vanguard VANG LIFEST Growth ** 110 MetWest Total Return BD I | Mutual Funds | — | — | $216K | 1.8% | |
| Fidelity US Bond IDX | Common Collective Trusts | — | — | $213K | 1.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $171K | 1.4% | |
| Performance Trust Total Return Bond | Other securities | — | — | $166K | 1.4% | |
| Fidelity Freedom IDX 2055 | Common Collective Trusts | — | — | $154K | 1.3% | |
| Fidelity Freedom IDX INC ** 639 * Fidelity Freedom IDX 2015 | Common Collective Trusts | — | — | $148K | 1.2% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $82K | 0.7% | |
| Harding LVNR Internaltional EQ IS | Other securities | — | — | $82K | 0.7% | |
| Oakmark International Investor Fund | Other securities | — | — | $76K | 0.6% | |
| GQG Partners Emerging Markets Equity | Other securities | — | — | $67K | 0.6% | |
| Fidelity Mid Cap IDX ** 65 * Fidelity Small Cap IDX | Common Collective Trusts | — | — | $67K | 0.6% | |
| Fidelity Freedom IDX 2065 | Common Collective Trusts | — | — | $53K | 0.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $53K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth Fund ** 312 Eaton Vance High Income Opportunities Fund | Mutual Funds | — | — | $46K | 0.4% | |
| Interest-bearing cash | Cash / Money Market | — | — | $44K | 0.4% | |
| T. Rowe Price Mid Cap Growth I | Other securities | — | — | $41K | 0.3% | |
| Fidelity Freedom IDX 2070 ** 258 Harbor Capital Appreciation RET | Common Collective Trusts | — | — | $40K | 0.3% | |
| Fidelity Inflation-Protection Bond Index | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity ST Treasury BD IDX | Common Collective Trusts | — | — | $4K | <0.1% | |
| Wasatch Core Growth Institutional | Other securities | — | — | $2K | <0.1% | |
| Pimco International Bond | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Large Cap Value | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
