Paula H Harvey signed Schulte Building Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schulte Building Systems, Inc.'s EIN is 20-8246750.
Download the official 2024 Form 5500 (PDF) for Schulte Building Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schulte Building Systems, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPING | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Amer Target 2035 Fund R6 Mutual fund | Other securities | — | — | $5.2M | 14.2% | |
| Amer Target 2030 Fund R6 Mutual fund | Other securities | — | — | $4.7M | 12.8% | |
| Amer Target 2040 Fund R6 Mutual fund | Other securities | — | — | $4.6M | 12.5% | |
| Amer Target 2045 Fund R6 Mutual fund | Other securities | — | — | $3.1M | 8.4% | |
| Amer Target 2025 Fund R6 Mutual fund | Other securities | — | — | $3.0M | 8.2% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $2.1M | 5.7% | |
| Amer Target 2055 Fund R6 Mutual fund | Other securities | — | — | $2.0M | 5.3% | |
| Amer Target 2020 Fund R6 Mutual fund | Other securities | — | — | $1.8M | 4.8% | |
| Fidelity 500 Index Fd Mutual fund | Common Collective Trusts | — | — | $1.4M | 3.7% | |
| JP Morgan Large Growth R6 Mutual fund | Other securities | — | — | $1.3M | 3.6% | |
| Amer Target 2050 Fund R6 Mutual fund | Other securities | — | — | $1.3M | 3.4% | |
| 5.25% - 10.50% | Bonds / Notes | — | — | $883K | 2.4% | |
| Amer Target 2060 Fund R6 Mutual fund | Other securities | — | — | $862K | 2.3% | |
| American Balanced Fund R6 Mutual fund | Other securities | — | — | $572K | 1.5% | |
| MFS Mid Cap Growth Fund R6 Mutual fund | Mutual Funds | — | — | $529K | 1.4% | |
| Vanguard Equity Income Fd Adm Mutual fund | Mutual Funds | — | — | $512K | 1.4% | |
| American Funds 2065 TD Ret R6 Mutual fund | Mutual Funds | — | — | $501K | 1.4% | |
| Fidelity Small Cap Growth K6 Mutual fund | Mutual Funds | — | — | $360K | 1.0% | |
| DFA US Targeted Value Prt I Mutual fund | Mutual Funds | — | — | $352K | 1.0% | |
| Fidelity Total Bond Fund K6 Mutual fund | Mutual Funds | — | — | $320K | 0.9% | |
| Federated Hermes Int HY Bd R6 Mutual fund | Other securities | — | — | $314K | 0.9% | |
| Fidelity Sm Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $300K | 0.8% | |
| T Rowe Price Mid Cap Val I Mutual fund | Mutual Funds | — | — | $237K | 0.6% | |
| Fidelity International Idx Fd Mutual fund | Common Collective Trusts | — | — | $165K | 0.4% | |
| Fidelity Intl Cap Apprec K6 Mutual fund | Mutual Funds | — | — | $148K | 0.4% | |
| Fidelity US Bond Index Fd Mutual fund | Mutual Funds | — | — | $133K | 0.4% | |
| JH Strategic Income Opp R6 Mutual fund | Other securities | — | — | $73K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $72K | 0.2% | |
| Columbia Overseas Value Int3 Mutual fund | Other securities | — | — | $50K | 0.1% | |
| Amer Target 2010 Fund R6 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA OVERSEAS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / 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.
