Samantha Jones signed Schafer Condon Carter, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schafer Condon Carter, Inc.'s EIN is 36-3670827.
Download the official 2024 Form 5500 (PDF) for Schafer Condon Carter, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schafer Condon Carter, 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 Mutual Fund ^ | Common Collective Trusts | — | — | $2.2M | 16.9% | |
| FID FDM IDX 2030 Mutual Fund ^ | Common Collective Trusts | — | — | $2.0M | 15.6% | |
| FID FDM IDX 2025 Mutual Fund ^ | Common Collective Trusts | — | — | $1.8M | 14.2% | |
| FID FDM IDX 2050 Mutual Fund ^ | Common Collective Trusts | — | — | $1.3M | 10.1% | |
| FID 500 Index Mutual Fund ^ | Common Collective Trusts | — | — | $1.0M | 8.0% | |
| FID FDM IDX 2055 Mutual Fund ^ | Common Collective Trusts | — | — | $963K | 7.5% | |
| FID FDM IDX 2035 Mutual Fund ^ | Common Collective Trusts | — | — | $895K | 7.0% | |
| FID FDM IDX 2040 Mutual Fund ^ | Common Collective Trusts | — | — | $711K | 5.6% | |
| FID FDM IDX 2060 Mutual Fund ^ | Common Collective Trusts | — | — | $661K | 5.2% | |
| AB Large Cap Growth Z Mutual Fund ^ | Other securities | — | — | $197K | 1.5% | |
| PIM Global BD OP US$H Mutual Fund ^ | Other securities | — | — | $172K | 1.3% | |
| Invesco Cash Reserve Shares Mutual Fund ^ 10 Baird Core Plus Inst Mutual Fund ^ | Mutual Funds | — | — | $170K | 1.3% | |
| AF Balanced R6 Mutual Fund ^ | Other securities | — | — | $166K | 1.3% | |
| Col Dividend Inc I3 Mutual Fund ^ | Common Stocks | — | — | $114K | 0.9% | |
| FID FDM IDX 2065 Mutual Fund ^ | Common Collective Trusts | — | — | $98K | 0.8% | |
| FID Total Intl Index Mutual Fund ^ | Mutual Funds | — | — | $67K | 0.5% | |
| AS SPL Mid Cap Value R6 Mutual Fund ^ 720 * FID FDM IDX 2020 Mutual Fund ^ | Common Collective Trusts | — | — | $61K | 0.5% | |
| FID Small Cap Growth Z Mutual Fund ^ | Mutual Funds | — | — | $48K | 0.4% | |
| FID Small Cap Index Mutual Fund ^ | Mutual Funds | — | — | $44K | 0.3% | |
| MFS Intl Growth R6 Mutual Fund ^ | Mutual Funds | — | — | $35K | 0.3% | |
| FID Mid Cap Index Mutual Fund ^ | Mutual Funds | — | — | $19K | 0.2% | |
| JPM Mid Cap Frowth R6 Mutual Fund ^ | Other securities | — | — | $19K | 0.1% | |
| FID Govt Mmkt Money Market ^ | Mutual Funds | — | — | $18K | 0.1% | |
| FID US Bond Index Mutual Fund ^ | Mutual Funds | — | — | $15K | 0.1% | |
| Invesco American Franchise Fund- Class A Mutual Fund ^ | Mutual Funds | — | — | $4K | <0.1% | |
| dates through November * Participant loans 2026 -0- | Participant loans | — | — | $3K | <0.1% | |
| Invesco Charter Fund - Class A Mutual Fund ^ | Mutual Funds | — | — | $1K | <0.1% | |
| Invesco International Growth Fund - Cl A Mutual Fund ^ | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
