Shirley Horner signed Frank Scafuri, III, D.O., P.C's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frank Scafuri, III, D.O., P.C's EIN is 27-0885070.
Download the official 2024 Form 5500 (PDF) for Frank Scafuri, III, D.O., P.C from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frank Scafuri, III, D.O., P.C'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 | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $315K | 29.0% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $240K | 22.1% | |
| FID FREEDOM INDEX 2020 PREMIER 203 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $159K | 14.6% | |
| VANGUARD SMALL CAP INDEX ADMRL 13 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $135K | 12.5% | |
| VANGUARD BAL IDX - ADM 63 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $87K | 8.1% | |
| VANGUARD SM CAP VAL INDEX ADM 31 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $47K | 4.4% | |
| VANGUARD REAL ESTATE INDEX ADM 18 REGISTERED INVESTMENT COMPANY NUVEEN SMALLCAP BLEND INDEX R6 32 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $24K | 2.2% | |
| FID FREEDOM INDEX INC PREMIER 121 REGISTERED INVESTMENT COMPANY VANGUARD INTERMEDIATE TERM BON 119 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $17K | 1.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $16K | 1.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $7K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $90 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
