Patricia a Appleton signed Davis, Carter, Scott Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis, Carter, Scott Ltd.'s EIN is 54-1173411.
Download the official 2023 Form 5500 (PDF) for Davis, Carter, Scott Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Davis, Carter, Scott Ltd.'s plan includes 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $3.2M | 14.5% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $2.7M | 12.3% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $2.5M | 11.1% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $2.0M | 9.0% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $1.9M | 8.4% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $1.6M | 7.4% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $1.2M | 5.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.2M | 5.4% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $934K | 4.2% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $832K | 3.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $687K | 3.1% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $549K | 2.5% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $378K | 1.7% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | Mutual Funds | — | — | $325K | 1.5% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $321K | 1.4% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $313K | 1.4% | |
| American Funds New World R6 American Funds 0 | Mutual Funds | — | — | $312K | 1.4% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $236K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $170K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $123K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $109K | 0.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $109K | 0.5% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $95K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $87K | 0.4% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $78K | 0.4% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $56K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $45K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $25K | 0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $18K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $4K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $3K | <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 |
|---|---|---|---|---|---|
| NEXTCAPITAL GROUP, INC. | — | CHICAGO, IL | NONE | $3K | — |
