Arletta Carrara signed Flinn Scientific, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flinn Scientific, Inc.'s EIN is 36-2926914.
Download the official 2024 Form 5500 (PDF) for Flinn Scientific, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flinn Scientific, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENJAMIN F EDWARDS AND CO | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN GROWTH ADVANTAGE A | Registered Investment Companies | — | — | $2.5M | 19.5% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $998K | 7.8% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $860K | 6.7% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $853K | 6.7% | |
| MET GG SV 25554 - L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $709K | 5.6% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $659K | 5.2% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $628K | 4.9% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $613K | 4.8% | |
| MORGAN STANLEY INTL ADVTG A | Registered Investment Companies | — | — | $581K | 4.6% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $473K | 3.7% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $448K | 3.5% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $437K | 3.4% | |
| PUTNAM LARGE CAP VALUE Y | Registered Investment Companies | — | — | $389K | 3.0% | |
| LOOMIS INVEST GRADE BOND -Y | Registered Investment Companies | — | — | $366K | 2.9% | |
| ARTISAN GLOBAL OPPS INVESTOR | Registered Investment Companies | — | — | $350K | 2.7% | |
| CLEARBRIDGE INTERN GWTH I | Registered Investment Companies | — | — | $300K | 2.4% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $298K | 2.3% | |
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $266K | 2.1% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $201K | 1.6% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $131K | 1.0% | |
| AMERFDS 2015 TARG DATE RET-R3 | Registered Investment Companies | — | — | $106K | 0.8% | |
| PIMCO GNMA GOVTSECUR FUND - A | Registered Investment Companies | — | — | $105K | 0.8% | |
| MS INCEPTION PORTFOLIO I | Registered Investment Companies | — | — | $87K | 0.7% | |
| COLUMBIA HIGH YIELD BOND I2 | Registered Investment Companies | — | — | $84K | 0.7% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $66K | 0.5% | |
| ALLSPRING SPECIAL SC VAL ADM | Registered Investment Companies | — | — | $52K | 0.4% | |
| JANUS HENDERSON ENTERPRISE - A | Registered Investment Companies | — | — | $52K | 0.4% | |
| STATE ST RUSS SC IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 338 | Common Collective Trust | — | — | $30K | 0.2% | |
| DIAMOND HILL SELECT Y | Registered Investment Companies | — | — | $27K | 0.2% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $21K | 0.2% | |
| AMF GROWTH AND INCOME PORT R1 | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFDS 2010 TARG DATE RET-R3 | Registered Investment Companies | — | — | $2K | <0.1% | |
| STATE ST INTL IDX SEC LEND VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 335 | Common Collective Trust | — | — | $358 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GENEVA, IL |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT | $8K | — |
