SARA Lawyer signed SFCS Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SFCS Inc.'s EIN is 54-1443630.
Download the official 2024 Form 5500 (PDF) for SFCS Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SFCS Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | -$1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOTI FLYNN LOWEN & CO. PC | 20-8087076 | — | ACCOUNTANT/AUDITOR | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Technology Fund | Mutual Funds | — | — | $4.4M | 17.6% | |
| Fidelity Investments Large Blend Fund | Mutual Funds | — | — | $2.6M | 10.3% | |
| Fidelity Investments Blue Chip Growth Fund | Mutual Funds | — | — | $2.5M | 9.9% | |
| J.P. Morgan Large Cap Growth Fund | Other securities | — | — | $2.5M | 9.9% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 6.0% | |
| Common Collective Trust * Fidelity Investments Fixed Income | Common Collective Trusts | — | — | $1.5M | 5.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 5.9% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $1.2M | 4.7% | |
| Fidelity Investments Foreign Large Blend Fund | Mutual Funds | — | — | $1.1M | 4.5% | |
| Allspring Funds Special Mid Cap Value Fund | Other securities | — | — | $803K | 3.2% | |
| Fidelity Investments Freedom 2020 Fund | Mutual Funds | — | — | $766K | 3.1% | |
| Fidelity Investments Freedom 2040 Fund | Mutual Funds | — | — | $663K | 2.7% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $639K | 2.6% | |
| Fidelity Investments Small Cap Value Fund | Mutual Funds | — | — | $621K | 2.5% | |
| Fidelity Investments Freedom 2025 Fund | Mutual Funds | — | — | $580K | 2.3% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $550K | 2.2% | |
| Fidelity Investments Intermediate Core Bond Fund | Mutual Funds | — | — | $535K | 2.1% | |
| Fidelity Investments Freedom 2035 Fund | Mutual Funds | — | — | $520K | 2.1% | |
| Fidelity Investments Freedom 2055 Fund | Mutual Funds | — | — | $436K | 1.7% | |
| Fidelity Investments Freedom 2030 Fund | Mutual Funds | — | — | $408K | 1.6% | |
| Fidelity Investments Freedom 2050 Fund | Mutual Funds | — | — | $361K | 1.4% | |
| Fidelity Investments Freedom 2045 Fund | Mutual Funds | — | — | $340K | 1.4% | |
| Fidelity Investments Small Cap Growth Fund | Mutual Funds | — | — | $338K | 1.4% | |
| Fidelity Investments Freedom 2065 Fund | Mutual Funds | — | — | $168K | 0.7% | |
| Fidelity Investments Freedom 2060 Fund | Mutual Funds | — | — | $30K | 0.1% | |
| Notes receivable from participants * Participant loans Bearing interest between 4.25% and 9.50% with | Bonds / Notes | — | — | $25K | 0.1% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Investments Freedom Income Fund | Mutual Funds | — | — | $5K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
