Apryll Thomas signed Step UP on Second Street, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Step UP on Second Street, Inc.'s EIN is 95-4109386.
Download the official 2024 Form 5500 (PDF) for Step UP on Second Street, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Step UP on Second Street, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC | 74-1625348 | HOUSTON, TN | RECORDKEEPER FINANCIAL | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Science & Technology Fund Interest in sub-accounts of VAC | Other securities | — | — | $1.5M | 21.3% | |
| Nasdaq-100(R) Index Fund Interest in sub-accounts of VAC | Common Collective Trusts | — | — | $1.2M | 16.7% | |
| Fixed Account Plus Annuity contract | Other securities | — | — | $541K | 7.8% | |
| Systematic Growth Fund Interest in sub-accounts of VAC | Other securities | — | — | $501K | 7.2% | |
| Mid Cap Strategic Gwth Interest in sub-accounts of VAC | Other securities | — | — | $431K | 6.2% | |
| Short Term Fixed Account Annuity contract | Other securities | — | — | $341K | 4.9% | |
| Small Cap Growth Fund Interest in sub-accounts of VAC | Other securities | — | — | $286K | 4.1% | |
| Loan Collateral Fund Annuity contract | Other securities | — | — | $209K | 3.0% | |
| Stock Index Fund Interest in sub-accounts of VAC | Common Collective Trusts | — | — | $199K | 2.9% | |
| Intl Socially Responsible Fund Interest in sub-accounts of VAC | Other securities | — | — | $196K | 2.8% | |
| Mid Cap Index Fund Interest in sub-accounts of VAC $ | Common Collective Trusts | — | — | $164K | 2.4% | |
| T Rowe Price Retirmnt 2040 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $125K | 1.8% | |
| US Socially Responsible Fund Interest in sub-accounts of VAC | Other securities | — | — | $121K | 1.8% | |
| Ariel Fund Interest in sub-accounts of VAC | Other securities | — | — | $108K | 1.6% | |
| International Growth Fund Interest in sub-accounts of VAC | Other securities | — | — | $88K | 1.3% | |
| Small Cap Index Fund Interest in sub-accounts of VAC | Common Collective Trusts | — | — | $85K | 1.2% | |
| Mid Cap Value Fund Interest in sub-accounts of VAC | Other securities | — | — | $74K | 1.1% | |
| Core Bond Fund Interest in sub-accounts of VAC | Other securities | — | — | $70K | 1.0% | |
| Emerging Economies Interest in sub-accounts of VAC | Other securities | — | — | $70K | 1.0% | |
| Asset Allocation Fund Interest in sub-accounts of VAC | Other securities | — | — | $64K | 0.9% | |
| Internatl Equities Index Fund Interest in sub-accounts of VAC | Common Collective Trusts | — | — | $57K | 0.8% | |
| Growth Fund Interest in sub-accounts of VAC | Other securities | — | — | $55K | 0.8% | |
| Large Capital Growth Interest in sub-accounts of VAC | Other securities | — | — | $53K | 0.8% | |
| Aggressive Growth Lifestyle Interest in sub-accounts of VAC | Other securities | — | — | $38K | 0.5% | |
| Moderate Growth Lifestyle Interest in sub-accounts of VAC | Other securities | — | — | $36K | 0.5% | |
| T Rowe Price Retirmnt 2060 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $36K | 0.5% | |
| Vanguard Wellington Fund Inc Interest in sub-accounts of VAC | Mutual Funds | — | — | $30K | 0.4% | |
| T Rowe Price Retirmnt 2045 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $29K | 0.4% | |
| VC I Capital Appreciation Interest in sub-accounts of VAC | Other securities | — | — | $27K | 0.4% | |
| T Rowe Price Retirmnt 2055 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $26K | 0.4% | |
| Vanguard Windsor II Interest in sub-accounts of VAC | Mutual Funds | — | — | $26K | 0.4% | |
| T Rowe Price Retirmnt 2050 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $24K | 0.3% | |
| GS Vit Gov Money Mkt Fd Inst Interest in sub-accounts of VAC | Cash / Money Market | — | — | $19K | 0.3% | |
| T Rowe Price Retirmnt 2035 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $16K | 0.2% | |
| Intl Opportunities Interest in sub-accounts of VAC | Other securities | — | — | $16K | 0.2% | |
| T Rowe Price Retirmnt 2025 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $16K | 0.2% | |
| Dividend Value Interest in sub-accounts of VAC | Other securities | — | — | $15K | 0.2% | |
| Amer Bea Man Lrg Cp Gr Inv Cl Interest in sub-accounts of VAC | Other securities | — | — | $15K | 0.2% | |
| T Rowe Price Retirmnt 2030 Adv Interest in sub-accounts of VAC | Mutual Funds | — | — | $14K | 0.2% | |
| Small Cap Value Fund Interest in sub-accounts of VAC | Other securities | — | — | $10K | 0.1% | |
| Small Cap Special Value Fund Interest in sub-accounts of VAC | Other securities | — | — | $10K | 0.1% | |
| Systematic Core Fund Interest in sub-accounts of VAC | Other securities | — | — | $8K | 0.1% | |
| Ariel Appreciation Fund Interest in sub-accounts of VAC | Other securities | — | — | $7K | 0.1% | |
| Global Real Estate Fund Interest in sub-accounts of VAC | Other securities | — | — | $6K | <0.1% | |
| International Value Fund Interest in sub-accounts of VAC | Other securities | — | — | $4K | <0.1% | |
| Invesco Bal Risk Commod Str R5 Interest in sub-accounts of VAC | Mutual Funds | — | — | $4K | <0.1% | |
| Global Strategy Interest in sub-accounts of VAC | Other securities | — | — | $3K | <0.1% | |
| VC I Conserv Growth Lifestyle Interest in sub-accounts of VAC | Other securities | — | — | $2K | <0.1% | |
| Vanguard Long-Term Treasury Interest in sub-accounts of VAC | Mutual Funds | — | — | $2K | <0.1% | |
| Systematic Value Interest in sub-accounts of VAC 862 Inflation Protected Fund Interest in sub-accounts of VAC | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
