Dylan Scruggs signed Service Complete Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service Complete Electric, Inc.'s EIN is 52-2345608.
Download the official 2024 Form 5500 (PDF) for Service Complete Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service Complete Electric, 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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $392 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $310K | 20.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $274K | 18.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $204K | 13.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $186K | 12.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $135K | 9.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $93K | 6.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $85K | 5.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $59K | 3.9% | |
| Participant Notes Receivable Rates 6.5% to 9.5% through February 2029 | Bonds / Notes | — | — | $55K | 3.7% | |
| Empower International Index Fund | Common Collective Trusts | — | — | $14K | 1.0% | |
| Empower S&P Midcap Index Fund | Common Collective Trusts | — | — | $13K | 0.8% | |
| American Funds American Funds Fundemental Investment Fund | Mutual Funds | — | — | $10K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $10K | 0.7% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $8K | 0.5% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $7K | 0.5% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $6K | 0.4% | |
| T Rowe Price T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $5K | 0.3% | |
| American Funds American Funds Washington Mutual Fund | Mutual Funds | — | — | $5K | 0.3% | |
| Allspring Core Bond Fund | Other securities | — | — | $4K | 0.3% | |
| T Rowe Price T Rowe Price Real Estate Advisor Fund | Mutual Funds | — | — | $2K | 0.1% | |
| PIMCO Income Fund 481 PIMCO Real Return Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Macquarie Small Cap Value Fund 473 Clearbridge Smart Cap Growth Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA ADVISORY SERVICES LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $271 | — |
