Richard F. King signed Schlouch Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schlouch Incorporated's EIN is 23-2235980.
Download the official 2024 Form 5500 (PDF) for Schlouch Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schlouch Incorporated'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R3 N/R | Mutual Funds | — | — | $4.1M | 14.2% | |
| Hartford Funds Core Equity Fund R3 N/R | Other securities | — | — | $3.2M | 11.1% | |
| J P Morgan Mid Cap Growth Fund R2 N/R | Other securities | — | — | $2.6M | 9.0% | |
| American Funds Investment Company of America N/R | Mutual Funds | — | — | $2.5M | 8.4% | |
| Fund R3 * American Funds Capital World Growth and Income N/R | Mutual Funds | — | — | $1.8M | 6.3% | |
| Fund R3 Eaton Vance Atlanta Capital Smid-Cap R3 N/R | Other securities | — | — | $1.6M | 5.5% | |
| American Funds New World Fund R3 N/R | Mutual Funds | — | — | $1.6M | 5.4% | |
| PIMCO Total Return Fund R N/R | Mutual Funds | — | — | $1.2M | 4.0% | |
| American Funds 2050 Target Date Fund R3 N/R | Mutual Funds | — | — | $1.1M | 3.7% | |
| American Funds 2015 Target Date Fund R3 N/R 364 * American Funds Money Market Fund - R3 N/R | Mutual Funds | — | — | $995K | 3.4% | |
| American Funds 2045 Target Date Fund R3 N/R | Mutual Funds | — | — | $948K | 3.2% | |
| MFS Value Fund R2 N/R | Mutual Funds | — | — | $857K | 2.9% | |
| Invesco Real Estate Fund R N/R | Mutual Funds | — | — | $844K | 2.9% | |
| Lord Abbett Income R3 N/R | Mutual Funds | — | — | $730K | 2.5% | |
| American Funds 2025 Target Date Fund R3 N/R | Mutual Funds | — | — | $722K | 2.5% | |
| American Funds 2030 Target Date Fund R3 N/R | Mutual Funds | — | — | $658K | 2.3% | |
| American Funds 2040 Target Date Fund R3 N/R | Mutual Funds | — | — | $619K | 2.1% | |
| American Funds 2035 Target Date Fund R3 N/R | Mutual Funds | — | — | $574K | 2.0% | |
| American Funds 2055 Target Date Fund R3 N/R | Mutual Funds | — | — | $564K | 1.9% | |
| American Funds High-Income Trust Fund R3 N/R | Common Collective Trusts | — | — | $558K | 1.9% | |
| Participant Loans Interest rates: 3.25% to 8.50% $0 | Bonds / Notes | — | — | $549K | 1.9% | |
| American Funds 2060 Target Date Fund R3 N/R | Mutual Funds | — | — | $432K | 1.5% | |
| American Funds 2065 Target Date Fund R3 N/R | Mutual Funds | — | — | $156K | 0.5% | |
| American Funds 2020 Target Date Fund R3 N/R | Mutual Funds | — | — | $130K | 0.4% | |
| American Funds Capital World Bond Fund R3 N/R | Mutual Funds | — | — | $106K | 0.4% | |
| American Funds 2010 Target Date Fund R3 N/R | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
