Ashley Roberts signed Scout Energy Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scout Energy Management, LLC's EIN is 45-3236574.
Download the official 2024 Form 5500 (PDF) for Scout Energy Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scout Energy Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $224K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | 75-0786316 | — | ACCOUNTANT | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.8M | 12.9% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRSUT CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.8M | 11.7% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $10.2M | 11.2% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.6M | 10.4% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $8.6M | 9.4% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $7.9M | 8.6% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.6M | 7.3% | |
| Fidelity 500 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $3.7M | 4.0% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.0M | 3.2% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.5M | 2.8% | |
| Varying maturity dates and interest * Notes receivable from participants rate ranging from 4.50% - 10.50% - | Bonds / Notes | — | — | $2.2M | 2.4% | |
| MFS Growth R6 Fund Mutual Fund - | Mutual Funds | — | — | $2.0M | 2.2% | |
| Vanguard Gr & Inc Adm Fund Mutual Fund - | Mutual Funds | — | — | $2.0M | 2.2% | |
| Fixed Income Guaranteed Option Guaranteed investment contract - | Stable Value | — | — | $1.4M | 1.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $944K | 1.0% | |
| Vgd Ttl Intl Stk Idx Adm Fd Mutual Fund - | Common Collective Trusts | — | — | $897K | 1.0% | |
| Fidelity Mid Cp Index Fund Mutual Fund - | Common Collective Trusts | — | — | $819K | 0.9% | |
| JP Morgan Equity Income R6 Fd Mutual Fund - | Other securities | — | — | $744K | 0.8% | |
| JP Morgan Sm Cp Growth R6 Fund Mutual Fund - | Other securities | — | — | $691K | 0.8% | |
| Fidelity Sm Cap Index Fund Mutual Fund - | Common Collective Trusts | — | — | $679K | 0.7% | |
| BlackRock Md-Cp Gr Eq K Fd Mutual Fund - | Other securities | — | — | $670K | 0.7% | |
| Vanguard Value Index Adm Fd Mutual Fund - | Mutual Funds | — | — | $640K | 0.7% | |
| Vanguard Intl Growth Adm Fd Mutual Fund - | Mutual Funds | — | — | $391K | 0.4% | |
| Prin RE Securities SA-Z Pooled Separate Accounts - | Pooled Separate Accounts | — | — | $389K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $389K | 0.4% | |
| Vanguard Int-Tm Bd Idx Adm Fd Mutual Fund - | Common Collective Trusts | — | — | $379K | 0.4% | |
| Vanguard Hi-Yld Corp Adm Fund Mutual Fund - | Mutual Funds | — | — | $366K | 0.4% | |
| American Funds NewWorld R6 Mutual Fund - | Mutual Funds | — | — | $286K | 0.3% | |
| Franklin Small Cap Value R6 Fd Mutual Fund - | Mutual Funds | — | — | $282K | 0.3% | |
| MFS Mid Cap Value R6 Fund Mutual Fund - | Mutual Funds | — | — | $261K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $257K | 0.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $167K | 0.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $124K | 0.1% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $89K | <0.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $51K | <0.1% | |
| PGIM Global Total Ret R6 Fd Mutual Fund - | Other securities | — | — | $47K | <0.1% | |
| PGIM Sht-Tm Corp Bond R6 Fd Mutual Fund - | Common Stocks | — | — | $47K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
