JUDY Lee signed Scopelitis Garvin Light Hanson & Feary P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scopelitis Garvin Light Hanson & Feary P.C.'s EIN is 35-1487550.
Download the official 2024 Form 5500 (PDF) for Scopelitis Garvin Light Hanson & Feary P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scopelitis Garvin Light Hanson & Feary P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXIA ADVISORY CORP | — | INDIANAPOLIS, IN | NONE | $24K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $12K | — |
| MATRIX TRUST CO | 75-3182674 | — | NONE | $8K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund X | Mutual Funds | — | — | $11.2M | 15.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $9.7M | 13.6% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $8.5M | 12.0% | |
| WELLS FARGO STABLE VALUE FUND D WELLS FARGO BANK N.A. · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $7.3M | 10.3% | |
| Schwab Fundamental US Large Company Index | Mutual Funds | — | — | $7.0M | 9.9% | |
| Raymond James Self-Directed Accounts | Self-Directed Brokerage | — | — | $6.7M | 9.4% | |
| HOOD RIVER SM-CAP GROWTH INSTL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 278 | Pooled Separate Account | — | — | $5.6M | 7.9% | |
| Dodge & Cox International Stock Fund X | Mutual Funds | — | — | $4.5M | 6.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $4.0M | 5.7% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $2.3M | 3.3% | |
| Artisan International Small-Mid Trust Founders | Other securities | — | — | $2.0M | 2.9% | |
| BNY Mellon Global Real Return CI | Other securities | — | — | $1.3M | 1.8% | |
| Participant Loans | Participant loans | — | — | $445K | 0.6% |
