Shirley Horner signed Mountain View Scribe Services GR's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain View Scribe Services GR's EIN is 83-1518488.
Download the official 2024 Form 5500 (PDF) for Mountain View Scribe Services GR from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain View Scribe Services GR'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | PASADENA, CA |
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 | |||||
|---|---|---|---|---|---|---|
| JANUS HEND HIGH YIELD FD -R 50 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $101K | 72.4% | |
| JPMORGAN CORE PLUS BD - R2 49 REGISTERED INVESTMENT COMPANY INVESCO DIVERSIFIED DIVIDEND R 593 REGISTERED INVESTMENT COMPANY PIONEER FUNDAMENTAL GROWTH R 649 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2055 R | Mutual Funds | — | — | $16K | 11.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $11K | 7.7% | |
| NATIONWIDE S&P 500 INDEX - R | Common Collective Trusts | — | — | $3K | 2.3% | |
| NTW INTERNATIONAL INDEX R 606 REGISTERED INVESTMENT COMPANY JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $2K | 1.2% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $1K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
