Michaele Schuler signed Schuler Shoes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schuler Shoes, Inc.'s EIN is 41-0528210.
Download the official 2024 Form 5500 (PDF) for Schuler Shoes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schuler Shoes, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2050 Fund | Other securities | — | — | $3.0M | 17.9% | |
| JP Morgan Smart Retirement 2040 Fund | Other securities | — | — | $2.5M | 15.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 8.6% | |
| Principal MidCap Blend Fund | Other securities | — | — | $1.1M | 6.9% | |
| JP Morgan Smart Retirement 2055 Fund | Other securities | — | — | $1.1M | 6.7% | |
| Empower Annuity Insurance Company of America Guaranteed Interest Account | Common Stocks | — | — | $1.0M | 6.2% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $720K | 4.4% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $696K | 4.2% | |
| JP Morgan Smart Retirement 2020 Fund | Other securities | — | — | $680K | 4.1% | |
| Hartford International Opportunities Fund | Other securities | — | — | $675K | 4.1% | |
| JP Morgan Smart Retirement 2030 Fund | Other securities | — | — | $674K | 4.1% | |
| Columbia Dividend Income Fund | Other securities | — | — | $562K | 3.4% | |
| JP Morgan Smart Retirement 2060 Fund | Other securities | — | — | $529K | 3.2% | |
| JP Morgan Smart Retirement 2035 Fund | Other securities | — | — | $352K | 2.1% | |
| JP Morgan Smart Retirement 2045 Fund | Other securities | — | — | $278K | 1.7% | |
| JP Morgan Smart Retirement 2025 Fund | Other securities | — | — | $269K | 1.6% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $188K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $137K | 0.8% | |
| Fidelity Advisor Small Cap Value Fund | Mutual Funds | — | — | $125K | 0.8% | |
| Participant Loans * Participants Interest Rates between 4.25% and 9.50% - | Bonds / Notes | — | — | $123K | 0.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $118K | 0.7% | |
| JP Morgan Smart Retirement Income Fund | Other securities | — | — | $77K | 0.5% | |
| Victory International Small Cap I 11 DFA Emerging Markets | Mutual Funds | — | — | $76K | 0.5% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $51K | 0.3% | |
| PIMCO International Bond (USD-Hedged) | Mutual Funds | — | — | $36K | 0.2% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $21K | 0.1% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $33K | — |
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN WEALTH ADVISOR | — | PHILADELPHIA, PA | AUDITOR | $12K | — |
