David Hensler signed Schulze and Burch Biscuit Compan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schulze and Burch Biscuit Compan's EIN is 36-2880649.
Download the official 2024 Form 5500 (PDF) for Schulze and Burch Biscuit Compan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schulze and Burch Biscuit Compan'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 | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $1.3M | 18.5% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $911K | 13.1% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $813K | 11.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $764K | 11.0% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $672K | 9.6% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $576K | 8.3% | |
| NUVEEN LC INDEX 2025 R6 569 REGISTERED INVESTMENT COMPANY JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $556K | 8.0% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $505K | 7.2% | |
| BLK ADV GLOBAL INST | Registered Investment Companies | — | — | $172K | 2.5% | |
| GS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $103K | 1.5% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $47K | 0.7% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $45K | 0.6% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $44K | 0.6% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $34K | 0.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $11K |
| — |
