Schurz Communications, Inc.'s EIN is 35-0670960.
Download the official 2024 Form 5500 (PDF) for Schurz Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schurz Communications, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROUP | 26-4789150 | — | INVESTMENT ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $11.5M | 12.1% | |
| T ROWE PRICE RETIREMENT 2035 A T ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $10.7M | 11.3% | |
| T ROWE PRICE RETIREMENT 2030 A T ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.7M | 10.3% | |
| T ROWE PRICE RETIREMENT 2040 A T ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.5M | 8.9% | |
| T ROWE PRICE RETIREMENT 2025 A T ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.7M | 8.1% | |
| T ROWE PRICE RETIREMENT 2045 A T ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.6M | 7.0% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $5.9M | 6.2% | |
| T ROWE PRICE RETIREMENT 2050 A T ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.9% | |
| T ROWE PRICE RETIREMENT 2020 A T ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.4M | 5.7% | |
| T ROWE PRICE RETIREMENT 2055 A T ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.9M | 4.1% | |
| METLIFE STABLE VALUE SOLUTIONS FUND WILMINGTON TRUST, N.A. · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $3.8M | 4.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.8M | 4.0% | |
| Dodge & Cox Income Fund X | Mutual Funds | — | — | $1.8M | 1.9% | |
| T ROWE PRICE RETIREMENT 2060 A T ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| T ROWE PRICE RETIREMENT 2015 A T ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| MFS International Growth Fund Class R6 | Mutual Funds | — | — | $1.3M | 1.3% | |
| Participant Loans * Loans to participants Interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $1.1M | 1.2% | |
| T. Rowe Price International Fund Discovery I | Other securities | — | — | $838K | 0.9% | |
| Fidelity Emerging Markets K Fund | Mutual Funds | — | — | $505K | 0.5% | |
| Hartford Strategic Income Fund Class R6 | Other securities | — | — | $487K | 0.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $462K | 0.5% | |
| T ROWE PRICE RETIREMENT 2065 A T ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $382K | 0.4% | |
| T ROWE PRICE RETIREMENT INCOME A T ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $359K | 0.4% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $341K | 0.4% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $299K | 0.3% | |
| T ROWE PRICE RETIREMENT 2010 A T ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $173K | 0.2% | |
| Vanguard Total International Stock Admiral | Mutual Funds | — | — | $170K | 0.2% | |
| Dodge & Cox International Stock X | Mutual Funds | — | — | $58K | <0.1% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $34K | <0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $29K | <0.1% | |
| Columbia Small Cap Value Fund II I3 | Mutual Funds | — | — | $25K | <0.1% | |
| DFA Global Real Estate | Mutual Funds | — | — | $18K | <0.1% | |
| T ROWE PRICE RETIREMENT 2005 A T ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2K | <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 |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $18K | — |
