Shirley Horner signed Schaefer Systems International's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schaefer Systems International's EIN is 22-1851861.
Download the official 2024 Form 5500 (PDF) for Schaefer Systems International from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schaefer Systems International'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $7.1M | 21.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $3.2M | 9.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.5M | 7.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.3M | 7.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 4.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.3M | 3.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.2M | 3.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $1.0M | 3.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $955K | 2.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $870K | 2.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $868K | 2.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $785K | 2.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $747K | 2.3% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $724K | 2.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $712K | 2.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $700K | 2.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $641K | 1.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $609K | 1.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $589K | 1.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $451K | 1.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $426K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $371K | 1.1% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $239K | 0.7% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $233K | 0.7% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $167K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $120K | 0.4% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
