Danielle McGillen signed Scribeamerica, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scribeamerica, LLC's EIN is 20-2190415.
Download the official 2024 Form 5500 (PDF) for Scribeamerica, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scribeamerica, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
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 | $10K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Advisor Freedom 2050 Fund | Mutual Funds | — | — | $1.2M | 28.6% | |
| Fidelity Advisor Freedom 2055 Fund | Mutual Funds | — | — | $1.1M | 27.6% | |
| Fidelity Advisor Freedom 2060 Fund | Mutual Funds | — | — | $630K | 15.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $304K | 7.3% | |
| Fidelity Advisor Freedom 2045 Fund | Mutual Funds | — | — | $274K | 6.6% | |
| Fidelity Advisor Freedom 2040 Fund | Mutual Funds | — | — | $135K | 3.3% | |
| Fidelity Advisor Freedom 2035 Fund | Mutual Funds | — | — | $84K | 2.0% | |
| Fidelity Advisor Total International Index Fund | Common Collective Trusts | — | — | $51K | 1.2% | |
| Fidelity Advisor Freedom 2065 Fund | Mutual Funds | — | — | $50K | 1.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $47K | 1.1% | |
| Common Collective Trust Funds Putnam Large Cap Value A Fund | Common Collective Trusts | — | — | $42K | 1.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $42K | 1.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $36K | 0.9% | |
| Fidelity Advisor Freedom 2030 Fund | Mutual Funds | — | — | $31K | 0.7% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $30K | 0.7% | |
| Fidelity Advisor Freedom 2025 Fund | Mutual Funds | — | — | $25K | 0.6% | |
| MFS Mid Cap Value Fund A 252 Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $20K | 0.5% | |
| J H INTL ALPHA EQ U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $15K | 0.4% | |
| American Century Small Cap Growth R6 747 * Fidelity US Bond Index Fund 509 * Fidelity Advisor Freedom 2020 Fund 152 * Fidelity Advisor Freedom 2010 Fund 101 * Notes Receivable from Participants Interest rate 9.00%–9.50% | Common Collective Trusts | — | — | $11K | 0.3% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $11K | 0.3% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $8K | 0.2% | |
| PIMCO RAE US Small Instl Fund | Mutual Funds | — | — | $6K | 0.1% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $252 | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
