Laura Chaffee signed Stream Realty Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stream Realty Partners' EIN is 99-1770642.
Download the official 2024 Form 5500 (PDF) for Stream Realty Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stream Realty Partners' 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 | $264K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES | 75-1832551 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fid Adv Freedom Blnd 2045 K6 Fd | Mutual Funds | — | — | $12.6M | 13.0% | |
| Fidelity Investments Fid Adv Freedom Blnd 2050 K6 Fd | Mutual Funds | — | — | $12.5M | 12.9% | |
| Fidelity Investments Fid Adv Freedom Blnd 2055 K6 Fd | Mutual Funds | — | — | $11.2M | 11.5% | |
| Fidelity Investments Fid Adv Freedom Blnd 2040 K6 Fd | Mutual Funds | — | — | $10.2M | 10.5% | |
| Fidelity Investments Fid Adv Freedom Blnd 2035 K6 Fd | Mutual Funds | — | — | $8.7M | 9.0% | |
| Fidelity Investments Fid Adv Freedom Blnd 2030 K6 Fd | Mutual Funds | — | — | $6.8M | 7.0% | |
| Fidelity Investments Fid Adv Freedom Blnd 2060 K6 Fd | Mutual Funds | — | — | $6.5M | 6.7% | |
| Fidelity Investments Fid Adv Freedom Blnd 2025 K6 Fd | Mutual Funds | — | — | $5.3M | 5.5% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $4.7M | 4.9% | |
| Vanguard Group Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $2.9M | 2.9% | |
| Fidelity Investments Fid Adv Freedom Blnd 2065 K6 Fd | Mutual Funds | — | — | $1.9M | 2.0% | |
| The American Funds American Funds New Perspective R6 Fnd | Mutual Funds | — | — | $1.6M | 1.6% | |
| Vanguard Group Vanguard Equity-Income Adm Fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| Participant loans 10.50% with various maturities | Bonds / Notes | — | — | $1.2M | 1.3% | |
| Fidelity Investments Fid Adv Freedom Blnd 2020 K6 Fd | Mutual Funds | — | — | $1.1M | 1.1% | |
| * Principal Life Insurance Company Principal Capital Appreciation | Pooled Separate Accounts | — | — | $811K | 0.8% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $811K | 0.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $771K | 0.8% | |
| Fidelity Investments Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $762K | 0.8% | |
| Vanguard Group Vanguard Intermed-Term Bond Index Adm Fd | Mutual Funds | — | — | $723K | 0.7% | |
| Vanguard Group Vanguard Dev Markets Index Adm Fd | Mutual Funds | — | — | $666K | 0.7% | |
| Vanguard Group Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $645K | 0.7% | |
| Vanguard Group Vanguard MidCap Growth Index Adm Fd | Mutual Funds | — | — | $631K | 0.6% | |
| Vanguard Group Vanguard Small Cap Growth Index Adm Fd | Mutual Funds | — | — | $487K | 0.5% | |
| JP Morgan Funds JP Morgan Emerging Markets Eq R6 Fund | Other securities | — | — | $452K | 0.5% | |
| JP Morgan Funds JP Morgan Income R6 Fund | Other securities | — | — | $403K | 0.4% | |
| Fidelity Investments Fid Adv Freedom Blnd 2015 K6 Fd | Mutual Funds | — | — | $313K | 0.3% | |
| Vanguard Group Vanguard Small Cap Value Index Adm Fd | Mutual Funds | — | — | $288K | 0.3% | |
| Vanguard Group Vanguard RE Index Adm Fund | Mutual Funds | — | — | $231K | 0.2% | |
| Fidelity Investments Fidelity Intmd TR BD Index Fd | Mutual Funds | — | — | $168K | 0.2% | |
| Vanguard Group Vanguard Inflation-Protected Security Adm Fund | Mutual Funds | — | — | $119K | 0.1% | |
| Fidelity Investments Fid Adv Freedom Blnd Inc K6 Fd | Mutual Funds | — | — | $6K | <0.1% | |
| (E) | Other securities | — | — | $6K | <0.1% |
