Jennifer Amato signed SC&H Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SC&H Group, Inc.'s EIN is 20-5991824.
Download the official 2024 Form 5500 (PDF) for SC&H Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SC&H Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $20K | — |
| VANGUARD INC. | 23-1945930 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $72.6M | 98.1% |
| 33-0905143 |
| — |
| FINANCIAL CONSULTANT |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | TPA | $18K | — |
| COASTAL PENSION SERVICES, LLC | 52-1053785 | — | TPA | $13K | — |
