Shawna SAS signed SCI Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SCI Engineering, Inc.'s EIN is 43-1132569.
Download the official 2024 Form 5500 (PDF) for SCI Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SCI Engineering, 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 ANNUITY INS | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS | — | CINCINNATI, OH | INVESTMENT ADVISOR | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Mutual Fund, 118,221 shares | Mutual Funds | — | $2.9M | $2.8M | 18.1% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund, 68,619 shares | Mutual Funds | — | $1.9M | $2.0M | 13.0% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund, 26,468 shares | Mutual Funds | — | $1.1M | $1.1M | 7.3% | |
| Key Guaranteed Portfolio Fund Other | Other securities | — | $1.1M | $1.1M | 6.8% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund, 20,221 shares | Mutual Funds | — | $903K | $1.0M | 6.4% | |
| Vanguard Small Cap Index Adm Mutual Fund, 8,308 shares | Mutual Funds | — | $660K | $957K | 6.1% | |
| Vanguard 500 Index Admiral Mutual Fund, 1,630 shares | Common Collective Trusts | — | $469K | $885K | 5.7% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund, 15,050 shares | Mutual Funds | — | $746K | $837K | 5.4% | |
| American Funds American Balanced R6 Mutual Fund, 21,518 shares | Mutual Funds | — | $602K | $739K | 4.7% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund, 16,917 shares | Mutual Funds | — | $658K | $641K | 4.1% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund, 21,388 shares | Mutual Funds | — | $688K | $566K | 3.6% | |
| T. Rowe Price Equity Income Fund Mutual Fund, 2,021 shares | Other securities | — | $431K | $486K | 3.1% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund, 7,506 shares | Mutual Funds | — | $343K | $385K | 2.5% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund, 960 shares | Common Collective Trusts | — | $187K | $314K | 2.0% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund, 7,710 shares | Mutual Funds | — | $232K | $259K | 1.7% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund, 10,936 shares | Mutual Funds | — | $223K | $204K | 1.3% | |
| Participant Loans 4.25% to 9.50% - | Bonds / Notes | — | — | $192K | 1.2% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund, 5,581 shares | Mutual Funds | — | $162K | $177K | 1.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund, 1,870 shares | Mutual Funds | — | $112K | $159K | 1.0% | |
| Vanguard Target Retirement Income Inv Mutual Fund, 8,265 shares | Mutual Funds | — | $109K | $108K | 0.7% | |
| MFS Growth R6 Mutual Fund, 2,390 shares | Mutual Funds | — | $92K | $103K | 0.7% | |
| JPMorgan Mid Cap Growth Mutual Fund, 1,985 shares | Other securities | — | $104K | $102K | 0.7% | |
| Vanguard Real Estate Index Admiral Mutual Fund, 779 shares | Mutual Funds | — | $94K | $98K | 0.6% | |
| American Funds Europacific Gr R6 Mutual Fund, 1,795 shares | Mutual Funds | — | $101K | $96K | 0.6% | |
| Vanguard Explorer Adm Mutual Fund, 763 shares | Mutual Funds | — | $76K | $82K | 0.5% | |
| T. Rowe Price High-Yield Mutual Fund, 17,275 shares | Other securities | — | $64K | $70K | 0.4% | |
| Vanguard Selected Value Inv Mutual Fund, 1,961 shares | Mutual Funds | — | $55K | $53K | 0.3% | |
| Goldman Sachs Bond Instl Mutual Fund, 3,453 shares | Other securities | — | $34K | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS | — | CINCINNATI, OH | CONTRACT ADMIN | $14K | — |
