James MOSS signed Schubemo Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schubemo Holdings, Inc.'s EIN is 43-1836707.
Download the official 2024 Form 5500 (PDF) for Schubemo Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schubemo Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, 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 |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.6M | 48.7% | |
| [Assets held in common stock] | Other | — | — | $2.5M | 48.6% | |
| [Assets held in participant loans] | Other | — | — | $25K | 0.5% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| DIMENSIONAL FUND ADVISORS LP | 30-0447847 | — | NONE | $0 | — |
| BLACKROCK FUND ADVISORS | 51-0318674 | — | NONE | $0 | — |
| BNY MELLON INVESTMENT ADVISER, INC | — | NEW YORK, NY | NONE | $0 | — |
| FEDERATED INVESTMENT MANAGEMENT COM | 25-1111467 | — | NONE | $0 | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1520346 | — | NONE | $0 | — |
| PACIFIC INVESTMENT MANAGEMENT COMPA | 95-2632339 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON MANAGEMENT AND RESEARCH;EATO | — | BOSTON, MA | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| EATON VANCE MANAGEMENT | 04-2718215 | — | NONE | $0 | — |
| LORD, ABBETT & CO LLC | — | JERSEY CITY, NJ | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | — | BOSTON, MA | NONE | $0 | — |
