How big is Scrubs & Beyond LLC's plan?

Scrubs & Beyond LLC's plan reported $8.0M in assets and 510 participants for 2022.

Original filing (PDF)20231011161447NAL0019444451001

Scrubs & Beyond LLC

Name: Scrubs & Beyond LLC — Scrubs & Beyond 401(k) Plan, Form 5500 (2022)
Creator: Scrubs & Beyond LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Scrubs & Beyond 401(k) Plan

401(k) retirement plan · Scrubs & Beyond LLC's Scrubs & Beyond 401(k) Plan held $8.0M in plan assets for 510 participants in 2022, with OneAmerica as recordkeeper.

Active participants

510

Accounts w/ balance

404

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

Rochelle Dixon signed Scrubs & Beyond LLC's 2022 Form 5500 as plan administrator.

Rochelle Dixon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Scrubs & Beyond LLC's EIN is 37-1394610.

EIN 37-1394610

Plan number 001

Plan year 2022

ACK ID 20231011161447NAL0019444451001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Scrubs & Beyond LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Scrubs & Beyond LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCRUBS & BEYOND LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SCRUBS & BEYOND LLC

EIN

all filings

Address

12969 MANCHESTER ROAD · ST. LOUIS, MO · 63131

Phone

(314) 856-9152

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RT JONES CAPITAL EQUITIES MGMT INC	20-1090152	—	NONE	$14K	—
FIRST HEARTLAND CNSLTNTS

Investments

35 direct securities · 1 pooled fund· $15.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$7.3M

1 holding

Other securities

$3.8M

12 holdings

Mutual Funds

$2.4M

17 holdings

Common Collective Trusts

$909K

3 holdings

Stable Value

$381K

1 holding

Bonds / Notes

$299K

1 holding

Common Stocks

$222K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$1.4M State Street / SPDR$888K Goldman Sachs$876K BlackRock / iShares$736K Janus Henderson$219K Fidelity$176K Prudential / PGIM$119K American Century$65K Lord Abbett

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					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$7.3M	91.5%
PIONEER BOND A MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	14.5%
STATE STREET GLOBAL STATE ST S&P 500 INDX CL I MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$835K	10.4%
BLACKROCK MID-CAP GRO EQUITY R MUTUAL FUND SHARES 0	Other securities	—	—	$714K	8.9%
MFS MID CAP VALUE R2 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$554K	6.9%
GOLDMAN SACHS GOLDMANSACHS LRG CP GR INS SVC MUTUAL FUND SHARES 0	Other securities	—	—	$517K	6.4%
AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$484K	6.0%
AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$451K	5.6%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$381K	4.7%
GOLDMAN SACHS GOLDMANSACHS SMCAPVAL SVC MUTUAL FUND SHARES 0	Other securities	—	—	$328K	4.1%
PARTICIPANTS LOANS 4.25% TO 8.25% 0	Bonds / Notes	—	—	$299K	3.7%
VIRTUS CEREDEX LCV EQTY A MUTUAL FUND SHARES 0	Other securities	—	—	$295K	3.7%
THORNBURG INTL EQ R3 MUTUAL FUND SHARES 0	Other securities	—	—	$276K	3.4%
THORNBURG LTD-TERM INC R3 MUTUAL FUND SHARES 0	Common Stocks	—	—	$222K	2.8%
FIDELITY ADV INTL CAP APP M MUTUAL FUND SHARES 0	Mutual Funds	—	—	$176K	2.2%
AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$142K	1.8%
PRUDENTIAL PGIM HIGH-YIELD A MUTUAL FUND SHARES 0	Other securities	—	—	$119K	1.5%
JANUS HENDERSON JAN HEN TRITON S MUTUAL FUND SHARES 0	Mutual Funds	—	—	$114K	1.4%
DEUTSCHE DWS RREEF REAL ESTATE SECS A MUTUAL FUND SHARES 0	Other securities	—	—	$108K	1.3%
ALGER CAP APP INST R MUTUAL FUND SHARES 0	Other securities	—	—	$105K	1.3%
JANUS HENDERSON JAN HEN ENTERPRISE S MUTUAL FUND SHARES 0	Mutual Funds	—	—	$105K	1.3%
AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R3 MUTUAL FUND SHARES 0 473 AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$93K	1.2%
AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$86K	1.1%
PIONEER FDAMENTAL GRTH A MUTUAL FUND SHARES 0	Other securities	—	—	$81K	1.0%
AMERICAN CENTURY AMERCENT SMCAP VAL A MUTUAL FUND SHARES 0	Other securities	—	—	$65K	0.8%
STATE STREET GLOBAL STATE ST S&P MID 400 IDX CL A MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$52K	0.6%
AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$47K	0.6%
AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$46K	0.6%
AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$35K	0.4%
GOLDMAN SACHS GOLDMANSACHS TECH OPPS SVC MUTUAL FUND SHARES 0 11 INVESCO SMCAP GRTH R MUTUAL FUND SHARES 0	Mutual Funds	—	—	$31K	0.4%
AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$31K	0.4%
COLUMBIA DIVIDEND INCOME A MUTUAL FUND SHARES 0	Other securities	—	—	$30K	0.4%
BLACKROCK BLACKRCK RUSSELL 2000IDX CL66 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$22K	0.3%
AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$12K	0.2%
AMERICAN FUNDS AMERFDS 2015 TRGT DATE RET R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$2K	<0.1%
LORD ABBETT LORD ABBETT INTL OPP R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1K	<0.1%