Kristin Overman signed Scottmadden, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scottmadden, Inc.'s EIN is 56-1445505.
Download the official 2024 Form 5500 (PDF) for Scottmadden, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scottmadden, Inc.'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 | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $21.1M | 26.4% | |
| Principal Blue Chip Fund Class R6 | Other securities | — | — | $7.9M | 9.8% | |
| Vanguard Extended Market Index Admiral Fund | Mutual Funds | — | — | $5.1M | 6.3% | |
| JP Morgan Smart Retirement Blend 2035 Fund Class R6 | Other securities | — | — | $4.1M | 5.2% | |
| JP Morgan Smart Retirement Blend 2045 Fund Class R6 | Other securities | — | — | $4.0M | 5.0% | |
| American Funds American Balanced R6 Fund | Mutual Funds | — | — | $3.4M | 4.3% | |
| Vanguard FTSE All-World Ex US Index Admiral Fund | Mutual Funds | — | — | $3.2M | 4.0% | |
| JP Morgan Smart Retirement Blend 2025 Fund Class R6 | Other securities | — | — | $2.9M | 3.6% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $2.5M | 3.2% | |
| JP Morgan Smart Retirement Blend 2040 Fund Class R6 | Other securities | — | — | $2.3M | 2.8% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $2.2M | 2.7% | |
| Vanguard Treasury Money Market Investor Fund | Mutual Funds | — | — | $2.2M | 2.7% | |
| JP Morgan Smart Retirement Blend 2055 Fund Class R6 | Other securities | — | — | $2.1M | 2.7% | |
| Columbia Dividend Income Institutional Fund | Other securities | — | — | $2.1M | 2.7% | |
| JP Morgan Smart Retirement Blend 2030 Fund Class R6 | Other securities | — | — | $1.4M | 1.7% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $977K | 1.2% | |
| Allspring Special Small Cap Value Institutional Fund | Other securities | — | — | $915K | 1.1% | |
| Natixis Loomis Sayles Core Plus Bond Y Fund | Other securities | — | — | $807K | 1.0% | |
| Artisan Small Cap Institutional Fund | Other securities | — | — | $798K | 1.0% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $652K | 0.8% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $589K | 0.7% | |
| JP Morgan Smart Retirement Blend 2060 Fund Class R6 | Other securities | — | — | $556K | 0.7% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $525K | 0.7% | |
| Principal/BlackRock International Equity Index TR CIT | Common Collective Trusts | — | — | $524K | 0.7% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $524K | 0.7% | |
| Cohen & Steers Realty Shares Fund Class L | Other securities | — | — | $476K | 0.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $420K | 0.5% | |
| AQR DIVERSIFYING STRAT A FUND GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 008 | Common Collective Trust | — | — | $400K | 0.5% | |
| and maturity dates ranging from May 2025 to April 2036 | Other securities | — | — | $317K | 0.4% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $303K | 0.4% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $263K | 0.3% | |
| Acadian Emerging Markets I TR | Other securities | — | — | $211K | 0.3% | |
| Northern Global Real Estate Index TR | Other securities | — | — | $197K | 0.2% | |
| Pimco Real Return Institutional Class TR | Mutual Funds | — | — | $188K | 0.2% | |
| American Funds EuroPacific Growth R6 TR | Mutual Funds | — | — | $164K | 0.2% | |
| Macquarie Emerging Markets Institutional Fund | Other securities | — | — | $148K | 0.2% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $115K | 0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $97K | 0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $68K | <0.1% | |
| Pimco High Yield Fund TR | Mutual Funds | — | — | $65K | <0.1% | |
| JP Morgan Smart Retirement Blend Income Fund Class R6 | Other securities | — | — | $35K | <0.1% | |
| JP Morgan Smart Retirement Blend 2020 Fund Class R6 | Other securities | — | — | $33K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| JP Morgan Smart Retirement Blend 2065 Fund Class R6 | Other securities | — | — | $8K | <0.1% | |
| (E) | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
