School Outfitters, LLC's EIN is 61-1341943.
Download the official 2024 Form 5500 (PDF) for School Outfitters, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)School Outfitters, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $3K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund Mutual fund | Other securities | — | — | $1.7M | 10.5% | |
| MFS Research Intl Cl Fund Mutual fund | Mutual Funds | — | — | $1.5M | 9.2% | |
| Columbia Dividend Income Inst Mutual fund | Other securities | — | — | $1.4M | 8.9% | |
| Allspring Special Mid Cap Value Fund Mutual fund | Other securities | — | — | $1.4M | 8.4% | |
| Vanguard 500 Index F Mutual fund | Common Collective Trusts | — | — | $1.3M | 7.9% | |
| American FD American Bal Fund Mutual fund | Other securities | — | — | $1.2M | 7.5% | |
| Vanguard Total Bond MKY Index ADM Mutual fund | Mutual Funds | — | — | $1.1M | 6.6% | |
| DFA US Targeted Value Port Instl Mutual fund | Mutual Funds | — | — | $1.1M | 6.5% | |
| Delaware Ivy Mid Cap Growth Fund Mutual fund | Other securities | — | — | $1.1M | 6.5% | |
| American Century Small Cap Growth Fund Mutual fund | Other securities | — | — | $971K | 6.0% | |
| RELIANCE STABLE VALUE SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $925K | 5.7% | |
| American Funds New World Fund Mutual fund | Mutual Funds | — | — | $742K | 4.6% | |
| Hartford Strategic Income Fund Mutual fund | Other securities | — | — | $640K | 3.9% | |
| DFA Interm Govt Fixed Inc Port Instl Fund Mutual fund | Mutual Funds | — | — | $450K | 2.8% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $255K | 1.6% | |
| Vanguard FISE Social Index Adm Fund Mutual fund | Mutual Funds | — | — | $173K | 1.1% | |
| Columbia Contrarian Cor Fund Mutual fund | Other securities | — | — | $165K | 1.0% | |
| Vanguard Target Retirement 2035 FD I Mutual fund ** 176 Vanguard Target Retirement 2040 FD I Mutual fund ** 611 Vanguard Target Retirement 2055 FD I Mutual fund | Mutual Funds | — | — | $98K | 0.6% | |
| Vanguard Small Cap Index ADM Mutual fund | Mutual Funds | — | — | $95K | 0.6% | |
| Participant Loans maturities - $ | Participant loans | — | — | $81K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
