Daisy Holguin signed SCOR U.S. Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SCOR U.S. Corporation's EIN is 75-1791342.
Download the official 2024 Form 5500 (PDF) for SCOR U.S. Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SCOR U.S. Corporation'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 | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $84K | — |
| SEGAL MARCO ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index (**) | Common Collective Trusts | — | — | $40.1M | 12.8% | |
| Fidelity Management Trust Company Fidelity Blue Chip GR K6 (**) | Mutual Funds | — | — | $39.3M | 12.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 CP D (**) | Mutual Funds | — | — | $32.2M | 10.2% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $32.2M | 10.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 CP D (**) | Mutual Funds | — | — | $21.4M | 6.8% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $21.4M | 6.8% | |
| Fidelity Management Trust Company Fidelity Brokerage Link (**) | Self-Directed Brokerage | — | — | $21.1M | 6.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 CP D (**) | Mutual Funds | — | — | $14.6M | 4.6% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $14.6M | 4.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 CP D (**) | Mutual Funds | — | — | $14.5M | 4.6% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $14.5M | 4.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 CP D (**) | Mutual Funds | — | — | $13.7M | 4.3% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $13.7M | 4.3% | |
| Fidelity Management Trust Company FID Extd Market Index (**) | Mutual Funds | — | — | $12.7M | 4.0% | |
| Fidelity Management Trust Company MIP CL 2 (**) | Mutual Funds | — | — | $12.2M | 3.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $11.4M | 3.6% | |
| Fidelity Management Trust Company Fidelity Contrafund K6 (**) | Mutual Funds | — | — | $10.2M | 3.2% | |
| Fidelity Management Trust Company ABF Large Cap Value R6 (**) | Mutual Funds | — | — | $9.9M | 3.1% | |
| Fidelity Management Trust Company HL Int'l EQ Inst Z (**) | Mutual Funds | — | — | $9.1M | 2.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 CP D (**) | Mutual Funds | — | — | $8.8M | 2.8% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $8.8M | 2.8% | |
| Fidelity Management Trust Company Baird Aggr Bond Inst (**) | Mutual Funds | — | — | $7.7M | 2.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 CP D (**) | Mutual Funds | — | — | $6.9M | 2.2% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $6.9M | 2.2% | |
| Fidelity Management Trust Company PIM Total Rt Inst (**) | Mutual Funds | — | — | $6.7M | 2.1% | |
| Fidelity Management Trust Company FID Int'l Index (**) | Mutual Funds | — | — | $6.2M | 2.0% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 CP D (**) | Mutual Funds | — | — | $5.6M | 1.8% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $5.6M | 1.8% | |
| Fidelity Management Trust Company BTW Small CAP (**) | Mutual Funds | — | — | $4.7M | 1.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 CP D (**) | Mutual Funds | — | — | $3.7M | 1.2% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $3.7M | 1.2% | |
| Fidelity Management Trust Company FID US Bond Index (**) | Mutual Funds | — | — | $2.0M | 0.6% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 CP D (**) | Mutual Funds | — | — | $1.2M | 0.4% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom INC CP D (**) | Mutual Funds | — | — | $801K | 0.3% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $801K | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 CP D (**) | Mutual Funds | — | — | $425K | 0.1% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $425K | 0.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2010 CP D (**) | Mutual Funds | — | — | $243K | <0.1% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $243K | <0.1% | |
| FID FRDM 2005 CP D FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2646110 |
| — |
| CONSULTANT |
| $39K |
| — |
| THE SEGAL COMPANY | 13-1835864 | — | CONSULTANT | $20K | — |
