Loretta Boutot signed SCOT Forge Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SCOT Forge Company's EIN is 36-2911912.
Download the official 2024 Form 5500 (PDF) for SCOT Forge Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SCOT Forge Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.0M | 23.8% | |
| T. Rowe Price TRP Blue Chip Growth | Other securities | — | — | $8.7M | 13.8% | |
| Fidelity Fidelity® Total Market Index Instl Prem | Common Collective Trusts | — | — | $5.9M | 9.3% | |
| American Funds Service Company American 2050 Target Date Fund | Mutual Funds | — | — | $3.8M | 6.0% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $3.5M | 5.5% | |
| American Funds Service Company American 2045 Target Date Fund | Mutual Funds | — | — | $3.0M | 4.7% | |
| American Funds Service Company American 2035 Target Date Fund | Mutual Funds | — | — | $2.5M | 3.9% | |
| American Funds Service Company American 2030 Target Date Fund | Mutual Funds | — | — | $2.1M | 3.3% | |
| American Funds Service Company American Europacific Growth Fund | Mutual Funds | — | — | $1.8M | 2.8% | |
| Registered Investment Companies Dimensional Fund Advisors DFA US Targeted Value Portfolio | Mutual Funds | — | — | $1.7M | 2.7% | |
| Nationwide Geneva Small Cap Growth | Other securities | — | — | $1.7M | 2.6% | |
| American Funds Service Company American 2040 Target Date Fund | Mutual Funds | — | — | $1.6M | 2.5% | |
| maturing between 2025 and 2038 | Other securities | — | — | $1.2M | 2.0% | |
| The Vanguard Group Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $1.2M | 1.9% | |
| American Funds Service Company American 2055 Target Date Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| American Funds Service Company American 2025 Target Date Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| American Funds Service Company American 2060 Target Date Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| Delaware Emerging Markets Delaware Emerging Markets Fund R6 | Other securities | — | — | $1.2M | 1.8% | |
| American Funds Service Company American 2020 Target Date Fund | Mutual Funds | — | — | $922K | 1.5% | |
| PIMCO Commodities Plus Strategy Fund | Mutual Funds | — | — | $787K | 1.2% | |
| American Funds Service Company American 2065 Target Date Fund | Mutual Funds | — | — | $770K | 1.2% | |
| The Vanguard Group Vanguard Emerging Markets Bond - Adm | Mutual Funds | — | — | $368K | 0.6% | |
| American Funds Service Company American 2010 Target Date Fund | Mutual Funds | — | — | $153K | 0.2% | |
| American Funds Service Company American 2015 Target Date Fund | Mutual Funds | — | — | $74K | 0.1% | |
| Cash JP Morgan Chase Bank, N.A. Cash | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
