David Poche signed Scott Felder Homes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scott Felder Homes' EIN is 26-2339433.
Download the official 2024 Form 5500 (PDF) for Scott Felder Homes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scott Felder Homes' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $744 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.5M | 97.6% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| 20-8764829 |
| — |
| INVESTMENT ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $0 | — |
