Michael Finnegan signed Stoli Group USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stoli Group USA, LLC's EIN is 99-0385602.
Download the official 2024 Form 5500 (PDF) for Stoli Group USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stoli Group USA, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 22.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 15.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 14.9% | |
| S Fidelity 500 Index Fund 3,622.85 | Mutual Funds | — | — | $740K | 9.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $601K | 7.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $463K | 6.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $323K | 4.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $237K | 3.1% | |
| Goldman Sachs International Small Cap Insight Fund 13,686.87 | Other securities | — | — | $168K | 2.2% | |
| Fidelity International Index Fund 3,169.05 | Common Collective Trusts | — | — | $151K | 2.0% | |
| Neuberger Berman Real Estate Fund 10,092.81 | Other securities | — | — | $141K | 1.9% | |
| Notes Receivable from Participants through September 2029 | Other securities | — | — | $135K | 1.8% | |
| PIMCO Income Fund 12,210.04 | Mutual Funds | — | — | $128K | 1.7% | |
| EuroPacific Growth Fund 1,964.70 | Other securities | — | — | $106K | 1.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $67K | 0.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $65K | 0.9% | |
| PGIM Total Return Bond Fund 5,030.66 | Other securities | — | — | $60K | 0.8% | |
| * Principal Fixed Income Guaranteed Option N/A | Guaranteed Income / GIC | — | — | $45K | 0.6% | |
| Fidelity US Bond Index 3,444.11 | Mutual Funds | — | — | $35K | 0.5% | |
| John Hancock Disciplined Value Mid Cap Fund 866.62 | Other securities | — | — | $23K | 0.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $23K | 0.3% | |
| Fidelity Small Cap Index Fund 671.46 | Common Collective Trusts | — | — | $19K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $18K | 0.2% | |
| Janus Henderson Triton Fund 422.12 | Mutual Funds | — | — | $12K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $7K | <0.1% | |
| PIMCO All Asset Fund 635.35 | Mutual Funds | — | — | $7K | <0.1% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
