Cindy Walsh signed Scansource, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scansource, Inc.'s EIN is 57-0965380.
Download the official 2024 Form 5500 (PDF) for Scansource, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scansource, Inc.'s plan includes profit-sharing, 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 | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
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 INST INDEX | Mutual Funds | — | — | $38.5M | 17.1% | |
| Fidelity FID FREEDOM 2025 K6 | Mutual Funds | — | — | $26.6M | 11.8% | |
| JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $26.1M | 11.6% | |
| Fidelity FID FREEDOM 2040 K6 | Mutual Funds | — | — | $12.1M | 5.3% | |
| Fidelity FID FREEDOM 2045 K6 | Mutual Funds | — | — | $11.2M | 5.0% | |
| Fidelity FID FREEDOM 2035 K6 | Mutual Funds | — | — | $11.1M | 4.9% | |
| Fidelity FID FREEDOM 2050 K6 | Mutual Funds | — | — | $10.5M | 4.7% | |
| Fidelity FID FREEDOM 2030 K6 | Mutual Funds | — | — | $10.0M | 4.5% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | — | $9.9M | 4.4% | |
| Putnam PUTN LG CAP VAL R6 | Mutual Funds | — | — | $9.4M | 4.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $9.4M | 4.2% | |
| Fidelity FID FREEDOM 2055 K6 | Mutual Funds | — | — | $8.4M | 3.7% | |
| Wasatch SM CAP GR IS | Other securities | — | — | $7.5M | 3.3% | |
| American Funds AM CENT SMCAP VAL R6 | Mutual Funds | — | — | $5.7M | 2.5% | |
| Loomis CORE PL BD N | Other securities | — | — | $5.3M | 2.3% | |
| Vanguard VANG EXT MKT IDX ADM | Common Collective Trusts | — | — | $4.1M | 1.8% | |
| Fidelity FID FREEDOM 2060 K6 | Mutual Funds | — | — | $3.7M | 1.6% | |
| Vanguard VANG TOT INTL STK AD | Mutual Funds | — | — | $3.4M | 1.5% | |
| Vanguard VANG TOT BD MKT ADM | Mutual Funds | — | — | $3.1M | 1.4% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $2.6M | 1.1% | |
| Participant Loans*** maturing through August 2033 | Participant loans | — | — | $2.0M | 0.9% | |
| MGL MD CP GRTH R6 | Other securities | — | — | $1.8M | 0.8% | |
| Fidelity FID FREEDOM 2065 K6 | Mutual Funds | — | — | $1.2M | 0.5% | |
| Fidelity FID FREEDOM 2020 K6 | Mutual Funds | — | — | $1.2M | 0.5% | |
| Fidelity FID FREEDOM INC K6 | Mutual Funds | — | — | $327K | 0.1% | |
| Fidelity FID FREEDOM 2010 K6 | Mutual Funds | — | — | $120K | <0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $13K | <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 |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | PLAN ADMINISTRATOR | $60K | — |
