Edward Schmitt signed Paul A. Schmitt Music Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paul A. Schmitt Music Company's EIN is 41-0526620.
Download the official 2024 Form 5500 (PDF) for Paul A. Schmitt Music Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paul A. Schmitt Music Company'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Current | Other securities | — | — | $10.3M | 100.0% | |
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY · EIN 38-4065298 / PN 000 | Common Collective Trust | — | — | $6.1M | 59.7% | |
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4065295 / PN 000 | Common Collective Trust | — | — | $577K | 5.6% | |
| MYWAYRETIREMENT 2030 R GREAT GRAY · EIN 38-4065294 / PN 000 | Common Collective Trust | — | — | $516K | 5.0% | |
| value | Other securities | — | — | $484K | 4.7% | |
| MYWAYRETIREMENT 2045 R GREAT GRAY · EIN 38-4065301 / PN 000 | Common Collective Trust | — | — | $382K | 3.7% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $380K | 3.7% | |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 000 | Common Collective Trust | — | — | $375K | 3.7% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 000 | Common Collective Trust | — | — | $317K | 3.1% | |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY · EIN 38-4065300 / PN 000 | Common Collective Trust | — | — | $296K | 2.9% | |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 38-4065307 / PN 000 | Common Collective Trust | — | — | $269K | 2.6% | |
| MYWAYRETIREMENT INDEX 2065 R GREAT GRAY · EIN 38-4139859 / PN 000 | Common Collective Trust | — | — | $112K | 1.1% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 000 | Common Collective Trust | — | — | $97K | 0.9% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $73K | 0.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $61K | 0.6% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $31K | 0.3% | |
| BLACKROCK U.S. TIP'S INDEX I GREAT GRAY · EIN 38-4116835 / PN 000 | Common Collective Trust | — | — | $30K | 0.3% | |
| MYWAYRETIREMENT BALANCED FUND CL R GREAT GRAY · EIN 38-4139866 / PN 000 | Common Collective Trust | — | — | $27K | 0.3% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $20K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $15K | 0.2% | |
| MYWAYRETIREMENT LARGE CAP GROWTH FD GREAT GRAY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT INTERNATIONAL GROWT GREAT GRAY · EIN 38-4149868 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS FD GREAT GRAY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT CORE BOND FUND CL R GREAT GRAY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $941 | <0.1% | |
| MYWAYRETIREMENT MULTI-SECTOR BOND F GREAT GRAY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $660 | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND FUND CL GREAT GRAY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $473 | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY · EIN 38-4065299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
