Particia Kelly signed Schuster Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schuster Enterprises, Inc.'s EIN is 58-1051549.
Download the official 2024 Form 5500 (PDF) for Schuster Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schuster Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY N.A. | — | COLUMBUS, GA | INVESTMENT ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Europacific Gr A | Mutual Funds | — | — | $2.8M | 13.3% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $2.6M | 12.3% | |
| Empower NYLI Winslow Large Cap Growth R3 | Other securities | — | — | $2.6M | 12.2% | |
| MFS Investment Management MFS Value Fund R2 | Mutual Funds | — | — | $1.8M | 8.5% | |
| Victory Funds Victory Sycamore Small Co Opportunity | Common Stocks | — | — | $1.8M | 8.5% | |
| Empower PGIM Total Return Bond R6 | Other securities | — | — | $1.6M | 7.5% | |
| Empower PGIM Quant Solutions Large-Cap Index Z | Other securities | — | — | $1.5M | 7.1% | |
| Self-directed Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $1.4M | 6.8% | |
| Participant Notes Receivable Various maturity dates; 4.25% - 9.50%; Cost $0 | Bonds / Notes | — | — | $1.2M | 5.5% | |
| Empower PGIM Jennison Mid Cap Growth A | Other securities | — | — | $1.1M | 5.3% | |
| Vanguard Inter-Term Treasury Ind Admiral 49 Victory Funds Victory Sycamore Established Value A | Mutual Funds | — | — | $997K | 4.7% | |
| Vanguard Touchstone Large Cap Focused A | Mutual Funds | — | — | $954K | 4.5% | |
| Vanguard Gnma Adm | Agency / Mortgage-Backed | — | — | $475K | 2.2% | |
| American Funds American Funds American Balanced A | Mutual Funds | — | — | $355K | 1.7% |
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 |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $4K | — |
| CHARLES SCHWAB & CO.,INC | 94-1737782 | — | NONE | $120 | — |
