Scelzi Enterprises, Inc.'s EIN is 77-0195640.
Download the official 2024 Form 5500 (PDF) for Scelzi Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scelzi Enterprises, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGENCY INVESTMENT ADVISORS | 77-0344391 | FRESNO, CA | INVESTMENT ADVISOR | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.8M | 23.4% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $966K | 12.8% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $894K | 11.8% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $742K | 9.8% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $526K | 7.0% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $507K | 6.7% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $353K | 4.7% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $329K | 4.3% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $311K | 4.1% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $192K | 2.5% | |
| Participant Loans Interest Rate (4.25%-9.50%) | Bonds / Notes | — | — | $171K | 2.3% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $140K | 1.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $117K | 1.6% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $113K | 1.5% | |
| State Street State Street Global EQ Ex-US Index K | Other securities | — | — | $106K | 1.4% | |
| MORLEY STABLE VALUE CL25-I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $89K | 1.2% | |
| Empower Fixed Account - Series Class I | Other securities | — | — | $73K | 1.0% | |
| T. ROWE PRICE RET BLEND SELCT TRUST GREAT GREY TRUST · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $33K | 0.4% | |
| JP Morgan JPMorgan Core Bond R6 | Other securities | — | — | $23K | 0.3% | |
| STATE ST REIT INDEX SL CL II STATE STREET GLOBAL ADVISORS CT · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $21K | 0.3% | |
| PIMCO Income Intsl | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $18K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GREY TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $14K | 0.2% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity International Bond Index | Mutual Funds | — | — | $12K | 0.2% | |
| American Funds American Funds Capital World Gr G/I R6 | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $7K | <0.1% | |
| DFA US Small Cap Value I | Mutual Funds | — | — | $6K | <0.1% | |
| DFA US Small Cap Growth Instl | Mutual Funds | — | — | $5K | <0.1% | |
| PGIM High-Yield R6 | Other securities | — | — | $2K | <0.1% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $6K | — |
