Corey Vincent signed Scott and Murphy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scott and Murphy, Inc.'s EIN is 61-1015606.
Download the official 2024 Form 5500 (PDF) for Scott and Murphy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scott and Murphy, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $175 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund 238,856 shares | Mutual Funds | — | $239K | $3.5M | 16.4% | |
| Fidelity Advisor Freedom 2030 Fund 202,585 shares | Mutual Funds | — | $203K | $2.9M | 13.5% | |
| Fidelity Advisor Freedom 2025 Fund 213,205 shares | Mutual Funds | — | $213K | $2.7M | 12.6% | |
| Fidelity Advisor Freedom 2040 Fund 96,288 shares | Mutual Funds | — | $96K | $1.6M | 7.5% | |
| Fidelity Advisor Freedom 2020 Fund 129,323 shares | Mutual Funds | — | $129K | $1.5M | 7.1% | |
| Fidelity Advisor Freedom 2050 Fund 108,358 shares | Mutual Funds | — | $108K | $1.5M | 6.8% | |
| Money Market Fund *Fidelity Money Market Trust Retirement Government Money Market Portfolio 971,752 shares | Mutual Funds | — | $972K | $972K | 4.5% | |
| Fidelity Advisor Freedom 2045 Fund 66,777 shares | Mutual Funds | — | $67K | $891K | 4.2% | |
| Fidelity Advisor Freedom 2055 Fund 57,476 shares | Mutual Funds | — | $57K | $864K | 4.0% | |
| BlackRock Equity Dividend Inv Fund 41,994 shares | Other securities | — | $42K | $792K | 3.7% | |
| iShares S&P 500 Index Fund 989 shares | Common Collective Trusts | — | — | $681K | 3.2% | |
| Allspring Discovery All Cap Growth Fund A 22,239 shares | Other securities | — | $22K | $539K | 2.5% | |
| Fidelity Advisor Freedom 2015 Fund 42,520 shares | Mutual Funds | — | $43K | $444K | 2.1% | |
| PGIM Jennison Growth Fund 7,280 shares | Mutual Funds | — | $7K | $434K | 2.0% | |
| Fidelity Advisor Small Cap Fund 11,454 shares | Mutual Funds | — | $11K | $314K | 1.5% | |
| Fidelity Advisor Large Cap Fund 6,379 shares | Mutual Funds | — | $6K | $304K | 1.4% | |
| Fidelity Advisor Freedom 2060 Fund 20,097 shares | Mutual Funds | — | $20K | $275K | 1.3% | |
| Oppenheimer Global Opportunities Fund 5,533 shares | Mutual Funds | — | $6K | $260K | 1.2% | |
| PIMCO Total Return Fund 22,482 shares | Mutual Funds | — | $22K | $191K | 0.9% | |
| Fidelity Advisor Freedom 2065 Fund 9,903 shares | Mutual Funds | — | $10K | $127K | 0.6% | |
| J.P. Morgan Global Allocation Fund 5,174 shares | Other securities | — | $5K | $104K | 0.5% | |
| Royce Small-Cap Value Fund Service Class 10,205 shares | Other securities | — | $10K | $102K | 0.5% | |
| Fidelity Advisor Strategic Income Fund 8,724 shares | Mutual Funds | — | $9K | $100K | 0.5% | |
| Invesco Equity and Income Fund 9,226 shares | Mutual Funds | — | $9K | $96K | 0.5% | |
| Fidelity Advisor Freedom 2070 Fund 16 shares 162 *Fidelity Advisor Freedom Inc A 7,371 shares | Mutual Funds | — | $7K | $74K | 0.3% | |
| Federated Mid-Cap Index Fund 3,683 shares | Common Collective Trusts | — | $4K | $57K | 0.3% | |
| Ivy Asset Strategy Fund 2,202 shares | Other securities | — | $2K | $47K | 0.2% | |
| Fidelity Advisor Freedom 2010 Fund 4,320 shares | Mutual Funds | — | $4K | $46K | 0.2% | |
| Nuveen Small Cap Value Fund 438 shares | Mutual Funds | — | — | $14K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | 04-3523567 | — | PAYING AGENT | $0 | — |
