Spencer Shumann signed Schumann Printers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schumann Printers, Inc.'s EIN is 39-1078568.
Download the official 2024 Form 5500 (PDF) for Schumann Printers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schumann Printers, 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 |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORD KEEPER | $4K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $75 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND TRST 2030 GREAT GRAY TRUST · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $8.1M | 51.7% | |
| T ROWE PRICE RET BLEND TRST 2025 GREAT GRAY TRUST · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.7M | 10.6% | |
| T ROWE PRICE RET BLEND TRST 2035 GREAT GRAY TRUST · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.3M | 8.0% | |
| T ROWE PRICE RET BLEND TRST 2020 GREAT GRAY TRUST · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| T ROWE PRICE RET BLEND TRST 2040 GREAT GRAY TRUST · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $911K | 5.8% | |
| T ROWE PRICE RET BLEND TRST 2045 GREAT GRAY TRUST · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $843K | 5.4% | |
| T ROWE PRICE RET BLEND TRST 2050 GREAT GRAY TRUST · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $677K | 4.3% | |
| T ROWE PRICE RET BLEND TRST 2055 GREAT GRAY TRUST · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $305K | 1.9% | |
| T ROWE PRICE RET BLEND TRST 2060 GREAT GRAY TRUST · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $231K | 1.5% | |
| Various maturity dates through 2031 and interest rates * Notes receivable from participants from 4.25% to 9.50% | Bonds / Notes | — | — | $214K | 1.4% | |
| T ROWE PRICE RET BLEND TRST 2005 GREAT GRAY TRUST · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $128K | 0.8% | |
| T ROWE PRICE RET BLEND TRST 2065 GREAT GRAY TRUST · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $40K | 0.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $35K | 0.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $26K | 0.2% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $26K | 0.2% | |
| PIMCO Income Instl | Mutual Funds | — | — | $13K | <0.1% | |
| JP Morgan Core Plus Bond R6 | Other securities | — | — | $11K | <0.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $6K | <0.1% | |
| MFS INTL GROWTH EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MFS Value R6 | Mutual Funds | — | — | $2K | <0.1% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $2K | <0.1% | |
| T Rowe Price Mid-Cap Value I | Mutual Funds | — | — | $2K | <0.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $1K | <0.1% | |
| T ROWE PRICE RET BLEND TRST 2015 GREAT GRAY TRUST · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $869 | <0.1% | |
| HO/AGGRESSIVE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008 | Pooled Separate Account | — | — | $0 | <0.1% | |
| XO/BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AI/MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AJ/MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AL/SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AN/EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CB/HIGH YIELD BOND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 057 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CC/SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GC/TIPS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB/MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HA/LARGE CAP BLEND ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HB/FOREIGN LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 085 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HC/INTERMEDIATE TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HD/GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AP/SMALL CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IA/2010 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2015 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IC/2020 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ID/2025 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IE/2023 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IF/2035 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IG/2040 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IH/2045 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | — | — | $0 | <0.1% | |
| II/2050 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
