Jason Gossett signed Schottenstein Stores Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schottenstein Stores Corp.'s EIN is 31-0820773.
Download the official 2024 Form 5500 (PDF) for Schottenstein Stores Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schottenstein Stores Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN HOLDINGS INC | 82-2748926 | — | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fund Class K6 Mutual Funds T. Rowe Price T. Rowe Price Retirement 2030 Fund N/R | Other securities | — | — | $17.0M | 10.4% | |
| Collective Trust Fund SEI Trust Company Galliard Stable Return Fund M N/R | Common Collective Trusts | — | — | $16.1M | 9.8% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $16.1M | 9.8% | |
| T. Rowe Price T. Rowe Price Growth Stock N/R | Other securities | — | — | $14.6M | 8.9% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund N/R | Other securities | — | — | $13.7M | 8.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund N/R | Other securities | — | — | $13.6M | 8.3% | |
| BNY Mellon BNY Mellon Inst S&P 500 Stock Index I N/R | Common Collective Trusts | — | — | $12.8M | 7.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund N/R | Other securities | — | — | $11.8M | 7.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund N/R | Other securities | — | — | $10.2M | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund N/R | Other securities | — | — | $5.5M | 3.4% | |
| T. Rowe Price T. Rowe Price New Horizon N/R | Other securities | — | — | $5.0M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund N/R | Other securities | — | — | $5.0M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund N/R | Other securities | — | — | $5.0M | 3.0% | |
| American Funds American Funds EuroPacific Gr R4 N/R | Mutual Funds | — | — | $4.4M | 2.7% | |
| Prudential PGIM Total Return Bond A N/R | Other securities | — | — | $4.4M | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund N/R | Other securities | — | — | $3.6M | 2.2% | |
| BNY Mellon BNY Mellon Small Cap Stock Index Inv N/R | Other securities | — | — | $3.4M | 2.1% | |
| MFS Value Fund A N/R | Mutual Funds | — | — | $3.4M | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund N/R | Other securities | — | — | $3.2M | 1.9% | |
| BNY Mellon BNY Mellon SmallCap Index Inv N/R | Other securities | — | — | $2.8M | 1.7% | |
| Columbia Small Cap Value II - A N/R | Other securities | — | — | $2.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund N/R | Other securities | — | — | $105K | <0.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $32K | <0.1% | |
| STABLE RETURN FUND WELLS FARGO GALLIARD · EIN 26-0819611 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTER WRIGHT MORRIS & ARTHUR LLP | 31-4373657 | — | ATTORNEY/LEGAL | $9K | — |
