Scottco Mechanical Contractors, Inc.'s EIN is 75-1855478.
Download the official 2023 Form 5500 (PDF) for Scottco Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Scottco Mechanical Contractors, Inc.'s plan includes profit-sharing, an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Scottco Mechanical Contractors, Inc. Common stock | Common Stocks | — | $300K | $1.1M | 55.0% | |
| Scottco Mechanical Contractors, Inc. Shares preferred stock, convertible at 1.15 to 1 of common stock | Common Stocks | — | $642K | $788K | 37.9% | |
| Scottco Mechanical Contractors, Inc. Shares preferred stock, non-voting, liquidation at $1 per share | Common Stocks | — | $114K | $114K | 5.5% | |
| Invesco Premier Money market account - Invesco Premier | Mutual Funds | — | $12K | $12K | 0.6% | |
| Fidelity Mutual fund - Fidelity Concord Str. Trust 500 Index Ins. Prem | Common Collective Trusts | — | $3K | $4K | 0.2% | |
| Dimensional Fund Advisor Mutual fund - DFA Large Cap International I 292 Federated Mutual fund - Federated International Leaders #119 294 Federated Mutual fund - Federated Total Return BD-IN #328 | Mutual Funds | — | $3K | $3K | 0.1% | |
| Baird Mutual fund - Baird Aggregate Bond Inst. | Other securities | — | $3K | $3K | 0.1% | |
| JP Morgan Mutual fund - JPMorgan US Growth Advantage I #1567 936 JP Morgan Mutual fund - JPMorgan US Value I #366 | Other securities | — | $2K | $2K | <0.1% | |
| Nuveen Mutual fund - Nuveen Large Cap Growth Idx Inst #7292 936 Nuveen Mutual fund - Nuveen Large Cap Growth Idx Inst #7293 | Common Collective Trusts | — | $1K | $2K | <0.1% | |
| Schwab Mutual fund - Capital Trust International Index Sic | Mutual Funds | — | $1K | $1K | <0.1% | |
| Dodge & Cox Mutual fund - Dodge & Cox Income #147 | Mutual Funds | — | $1K | $1K | <0.1% | |
| Vanguard Mutual fund - Vanguard Mid Cap Index Adm. 920 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
