Craig Scott, Inc.'s EIN is 23-2297240.
Download the official 2024 Form 5500 (PDF) for Craig Scott, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Craig Scott, 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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | INVESTMENT ADVISOR | $0 | — |
| OSAIC FA INC | 35-1151034 | — | ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYER & RITTER, LLC | 23-1311005 | CAMP HILL, PA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target date 2030 R-3 272,457.782 shares | Mutual Funds | — | — | $4.6M | 23.9% | |
| American Funds Target date 2035 R-3 117,320.796 shares | Mutual Funds | — | — | $2.2M | 11.3% | |
| American Funds Target date 2025 R-3 130,104.027 shares | Mutual Funds | — | — | $1.9M | 10.0% | |
| American Funds Target date 2050 R-3 84,745.947 shares | Mutual Funds | — | — | $1.7M | 8.9% | |
| American Funds Target date 2040 R-3 73,954.226 shares | Mutual Funds | — | — | $1.5M | 7.7% | |
| American Funds Target date 2045 R-3 66,611.880 shares | Mutual Funds | — | — | $1.4M | 7.1% | |
| American Funds Target date 2020 R-3 97,144.051 shares | Mutual Funds | — | — | $1.3M | 6.7% | |
| American Funds Target date 2060 R-3 44,368.360 shares | Mutual Funds | — | — | $782K | 4.0% | |
| Fidelity 500 Index 3,794.740 shares | Common Collective Trusts | — | — | $775K | 4.0% | |
| American Funds Target date 2055 R-3 27,397.146 shares | Mutual Funds | — | — | $705K | 3.6% | |
| Money Market Fund * Fidelity Treasury Money Market Fund 445,724.850 shares | Mutual Funds | — | — | $446K | 2.3% | |
| Notes Receivable from Participants * Various participants Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $298K | 1.5% | |
| American Funds The Growth Fund of America Class R-4 3,818.880 shares | Mutual Funds | — | — | $281K | 1.4% | |
| Fidelity Mid Cap Index 7,348.229 shares | Mutual Funds | — | — | $248K | 1.3% | |
| American Funds American Mutual Fund Class R-4 4,219.718 shares | Mutual Funds | — | — | $232K | 1.2% | |
| American Funds EuroPacific Growth Fund Class R-4 2,577.201 shares | Mutual Funds | — | — | $135K | 0.7% | |
| Fidelity Advisor Total Bond Fund Class A 13,598.931 shares | Mutual Funds | — | — | $128K | 0.7% | |
| Eaton Vance Income Fund of Boston Class A 21,914.023 shares | Other securities | — | — | $114K | 0.6% | |
| American Funds Target date 2010 R-3 8,798.360 shares | Mutual Funds | — | — | $101K | 0.5% | |
| American Century Inflation Adjusted Bond A 9,617.097 shares | Other securities | — | — | $99K | 0.5% | |
| Janus Triton Fund Class S 3,852.756 shares | Mutual Funds | — | — | $94K | 0.5% | |
| Fidelity International Index 1,323.458 shares | Mutual Funds | — | — | $63K | 0.3% | |
| T Rowe Price Capital Appreciation Fund Advisor Class 1,476.329 shares | Mutual Funds | — | — | $50K | 0.3% | |
| Blackrock Balanced Cap Fund Class A 1,931.802 shares | Other securities | — | — | $50K | 0.3% | |
| MFS Conservative Allocation Fund Class R4 2,399.763 shares | Mutual Funds | — | — | $39K | 0.2% | |
| MFS Aggressive Growth Allocation Fund Class R4 654.159 shares | Mutual Funds | — | — | $20K | 0.1% | |
| MFS Growth Allocation Fund Class R4 749.417 shares | Mutual Funds | — | — | $18K | <0.1% | |
| American Funds Target date 2015 R-3 1,318.592 shares | Mutual Funds | — | — | $16K | <0.1% | |
| Registered Investment Companies American Beacon Small Cap Value Fund Investor Class 603.692 shares | Other securities | — | — | $14K | <0.1% | |
| Invesco Oppenheimer International Growth Fund A 333.598 shares | Mutual Funds | — | — | $11K | <0.1% | |
| MFS Moderate Allocation Fund Class R4 476.616 shares | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Advisor New Insights Fund Class A 148.278 shares | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AUDITOR |
| $15K |
| — |
