Seth Larner signed Scholfield, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scholfield, Inc.'s EIN is 48-0992934.
Download the official 2024 Form 5500 (PDF) for Scholfield, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scholfield, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $2.0M | 21.2% | |
| Fidelity Advisor Freedom 2035 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $1.7M | 18.7% | |
| Fidelity Advisor Freedom 2040 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $1.6M | 17.4% | |
| Fidelity Advisor Freedom 2050 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $821K | 8.8% | |
| Fidelity Advisor Freedom 2060 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $762K | 8.2% | |
| Fidelity Advisor Freedom 2045 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $518K | 5.6% | |
| Fidelity Advisor Freedom 2055 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $381K | 4.1% | |
| Fidelity Advisor Freedom 2065 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $305K | 3.3% | |
| Fidelity Advisor Freedom 2025 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $258K | 2.8% | |
| Fidelity 500 Index Fund Value of Int in Regist Invest Co. | Common Collective Trusts | — | — | $163K | 1.8% | |
| T. Rowe Price Dividend Growth Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $149K | 1.6% | |
| Notes Receivable From Participants 5.25% - 9.50% Loans | Bonds / Notes | — | — | $144K | 1.6% | |
| Fidelity Mid Cap Index Fund Value of Int in Regist Invest Co. 677 * Fidelity Small Cap Index Fund Value of Int in Regist Invest Co. | Common Collective Trusts | — | — | $117K | 1.3% | |
| Allspring Special Mid Cap Value Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $112K | 1.2% | |
| T. Rowe Price Large Cap Growth Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $56K | 0.6% | |
| Fidelity Govt Money Market Fund Interest-Bearing Cash | Mutual Funds | — | — | $28K | 0.3% | |
| Virtus Duff & Phelps Real Estate Sec Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $28K | 0.3% | |
| Fidelity Advisor International Fund Value of Int in Regist Invest Co. 717 * Fidelity Advisor Total Bond Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $25K | 0.3% | |
| Fidelity Advisor Freedom 2020 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $24K | 0.3% | |
| American Funds American Mutal Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $18K | 0.2% | |
| MFS Mid Cap Growth Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $17K | 0.2% | |
| American Funds EuroPacific Growth Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $16K | 0.2% | |
| AB Small Cap Growth Portfolio Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $8K | <0.1% | |
| Columbia Emerging Markets Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $7K | <0.1% | |
| Fidelity Advisor Freedom 2070 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Advisor Freedom 2015 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Advisor Freedom 2010 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | PAYING AGENT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360, LLC | 81-1939215 | — | TPA | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADAMSBROWN, LLC | 84-3541096 | — | ACCOUNTANT/AUDITOR | $13K | — |
