Bitzer Scroll, Inc.'s EIN is 20-8255529.
Download the official 2024 Form 5500 (PDF) for Bitzer Scroll, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bitzer Scroll, 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Pooled Separate Account - 10,561 units | Pooled Separate Accounts | — | — | $2.2M | 17.6% | |
| T. Rowe Price Retirement 2025 I Pooled Separate Account - 104,967 units | Pooled Separate Accounts | — | — | $1.7M | 14.2% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract - rate of 2.50% | Stable Value | — | — | $1.7M | 13.7% | |
| Fidelity Small Cap Index Pooled Separate Account - 27,505 units | Pooled Separate Accounts | — | — | $761K | 6.2% | |
| Empower SDB Self-directed brokerage account | Self-Directed Brokerage | — | — | $755K | 6.2% | |
| T. Rowe Price Retirement 2035 I Pooled Separate Account - 35,518 units | Pooled Separate Accounts | — | — | $748K | 6.1% | |
| JP Morgan Large Cap Growth R6 Pooled Separate Account - 7,782 units | Pooled Separate Accounts | — | — | $652K | 5.3% | |
| T. Rowe Price Retirement 2055 I Pooled Separate Account - 24,269 units | Pooled Separate Accounts | — | — | $483K | 3.9% | |
| Carillon Eagle Mid Cap Growth R6 Pooled Separate Account - 5,979 units | Pooled Separate Accounts | — | — | $466K | 3.8% | |
| American Funds EuroPacific Growth R6 Pooled Separate Account - 7,891 units | Pooled Separate Accounts | — | — | $424K | 3.5% | |
| JP Morgan Equity Income R6 Pooled Separate Account - 15,840 units | Pooled Separate Accounts | — | — | $379K | 3.1% | |
| MFS Intl Diversification R6 Pooled Separate Account - 12,135 units | Pooled Separate Accounts | — | — | $277K | 2.3% | |
| T. Rowe Price Retirement 2030 I Pooled Separate Account - 9,686 units | Pooled Separate Accounts | — | — | $248K | 2.0% | |
| Fidelity Mid Cap Index Pooled Separate Account - 4,767 units | Pooled Separate Accounts | — | — | $161K | 1.3% | |
| Victory Sycamore Established Value R6 Pooled Separate Account - 3,024 units | Pooled Separate Accounts | — | — | $139K | 1.1% | |
| American Funds New World R6 Pooled Separate Account - 1,697 units | Pooled Separate Accounts | — | — | $131K | 1.1% | |
| PGIM Total Return R6 Pooled Separate Account - 10,640 units | Pooled Separate Accounts | — | — | $126K | 1.0% | |
| T. Rowe Price Retirement 2045 I Pooled Separate Account - 5,592 units | Pooled Separate Accounts | — | — | $124K | 1.0% | |
| T. Rowe Price Retirement 2050 I Pooled Separate Account - 5,453 units | Pooled Separate Accounts | — | — | $103K | 0.8% | |
| American Funds New Perspective R6 Pooled Separate Account - 1,357 units | Pooled Separate Accounts | — | — | $84K | 0.7% | |
| T. Rowe Price Retirement 2040 I Pooled Separate Account - 2,285 units | Pooled Separate Accounts | — | — | $70K | 0.6% | |
| Virtus Duff & Phelps Real Estate Sec R6 Pooled Separate Account - 3,610 units | Pooled Separate Accounts | — | — | $68K | 0.6% | |
| Allspring Special Small Cap Value R6 Pooled Separate Account - 1,593 units | Pooled Separate Accounts | — | — | $64K | 0.5% | |
| Notes receivable from participants Interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $51K | 0.4% | |
| T. Rowe Price Retirement 2020 I Pooled Separate Account - 2,720 units | Pooled Separate Accounts | — | — | $51K | 0.4% | |
| T. Rowe Price Retirement 2065 I Pooled Separate Account - 3,824 units | Pooled Separate Accounts | — | — | $49K | 0.4% | |
| Empower Multi-Sector Bond Inst Pooled Separate Account - 3,772 units | Pooled Separate Accounts | — | — | $47K | 0.4% | |
| American Funds American Balanced R6 Pooled Separate Account - 1,230 units | Pooled Separate Accounts | — | — | $42K | 0.3% | |
| PGIM High-Yield R6 Pooled Separate Account - 6,748 units | Pooled Separate Accounts | — | — | $32K | 0.3% | |
| T. Rowe Price Retirement 2015 I Pooled Separate Account - 2,015 units | Pooled Separate Accounts | — | — | $25K | 0.2% | |
| PGIM Global Total Return R6 Pooled Separate Account - 4,860 units | Pooled Separate Accounts | — | — | $25K | 0.2% | |
| American Century Small Cap Growth R6 Pooled Separate Account - 625 units | Pooled Separate Accounts | — | — | $14K | 0.1% | |
| PIMCO Real Return Instl Pooled Separate Account - 728 units | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| FUTURE FUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NY · EIN 93-1225432 / 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.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $23K |
| — |
