Laura Scavone signed Smoothie King Franchises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smoothie King Franchises, Inc.'s EIN is 72-1119008.
Download the official 2024 Form 5500 (PDF) for Smoothie King Franchises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smoothie King Franchises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.3M | 95.8% | |
| [Assets held in participant loans] | Other | — | — | $258K | 2.2% | |
| [Assets held in common stock] | Other | — | — | $137K | 1.2% | |
| [Assets held in common collective trust] | Other | — | — | $85K | 0.7% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $85K | 0.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $21K | 0.2% |
