Danielle Roland signed Schuler Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schuler Incorporated's EIN is 31-0628732.
Download the official 2024 Form 5500 (PDF) for Schuler Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schuler Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 | Mutual Funds | — | — | $3.4M | 13.0% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $3.3M | 12.5% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $2.5M | 9.7% | |
| Fidelity 500 Index Premium | Common Collective Trusts | — | — | $2.2M | 8.4% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $1.9M | 7.5% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $1.7M | 6.6% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $1.7M | 6.6% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $1.5M | 5.7% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $1.1M | 4.1% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $1.1M | 4.1% | |
| Fidelity Contrafund | Mutual Funds | — | — | $955K | 3.7% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $583K | 2.2% | |
| Fidelity US Bond Index Premium | Mutual Funds | — | — | $430K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $393K | 1.5% | |
| Fidelity Brokerage Link Unit Fund | Self-Directed Brokerage | — | — | $352K | 1.3% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $352K | 1.3% | |
| Fidelity Brokerage Link Fidelity Fund | Self-Directed Brokerage | — | — | $315K | 1.2% | |
| CRLN E Mid Cap Growth A | Other securities | — | — | $252K | 1.0% | |
| T. Rowe Price T. Rowe Price Div Growth | Other securities | — | — | $207K | 0.8% | |
| JP Morgan JP Morgan Equity Income R6 | Other securities | — | — | $197K | 0.8% | |
| MFS Mid Cap Value R4 | Mutual Funds | — | — | $189K | 0.7% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $175K | 0.7% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $162K | 0.6% | |
| Fidelity Brokerage Link Corporate Stock | Self-Directed Brokerage | — | — | $138K | 0.5% | |
| Fidelity Brokerage Link External Fund | Self-Directed Brokerage | — | — | $120K | 0.5% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $101K | 0.4% | |
| Causeway Emerging Markets Investor | Other securities | — | — | $92K | 0.4% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $86K | 0.3% | |
| Washatch Core Growth Fund Institutional | Other securities | — | — | $84K | 0.3% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $78K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $72K | 0.3% | |
| Glenmede Small Cap Equity Advisors | Other securities | — | — | $55K | 0.2% | |
| American Century American Century Small Cap Value Fund | Other securities | — | — | $46K | 0.2% | |
| Fidelity Brokerage Link Interest Bearing Cash | Self-Directed Brokerage | — | — | $28K | 0.1% | |
| Eaton Vance Eaton Vance Income Fund of Boston A | Other securities | — | — | $11K | <0.1% | |
| Fidelity Freedom 2070 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
