JOSH Anderson signed Scentsy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scentsy, Inc.'s EIN is 84-1624958.
Download the official 2024 Form 5500 (PDF) for Scentsy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scentsy, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $51K | — |
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 Freedom Index 2035 Premier | Mutual Funds | — | — | $7.3M | 9.6% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $6.2M | 8.2% | |
| Vanguard Gr Index Adm | Mutual Funds | — | — | $6.1M | 8.1% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $5.8M | 7.7% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $5.8M | 7.6% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $5.7M | 7.5% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $5.3M | 7.0% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $4.5M | 5.9% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $3.4M | 4.5% | |
| Vanguard Eq Inc Adm | Mutual Funds | — | — | $2.8M | 3.7% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $2.6M | 3.5% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $2.2M | 2.9% | |
| Vanguard Mid-Cap Val Idx Admiral | Common Collective Trusts | — | — | $1.6M | 2.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.5M | 1.9% | |
| Vanguard Small-Cap Gr Index Fund | Common Collective Trusts | — | — | $1.5M | 1.9% | |
| Vanguard InTrmed Trm Inv Grade Adm | Mutual Funds | — | — | $1.4M | 1.9% | |
| PGIM TOTAL RETURN BD CLASS U PGIM · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.3M | 1.8% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.8% | |
| Vanguard Inf-Protected Secs Adm | Mutual Funds | — | — | $1.3M | 1.7% | |
| Vanguard Mid-Cap Gr Index Admiral | Mutual Funds | — | — | $1.2M | 1.6% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.1M | 1.4% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $802K | 1.1% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $758K | 1.0% | |
| Eagle Carillon Eagle Mid Cap Gr R6 | Other securities | — | — | $734K | 1.0% | |
| Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $709K | 0.9% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $562K | 0.7% | |
| Vanguard Emerging Mkt Stock Idx Adm | Common Collective Trusts | — | — | $488K | 0.6% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $406K | 0.5% | |
| Vanguard Short Term Treasury Adm | Mutual Funds | — | — | $390K | 0.5% | |
| Fidelity Freedom Index Inc Premier | Mutual Funds | — | — | $384K | 0.5% | |
| Vanguard Energy Adm | Mutual Funds | — | — | $244K | 0.3% | |
| Vanguard Wellesley Inc Adm | Mutual Funds | — | — | $203K | 0.3% | |
| Dimensional DFA Commodity Strategy | Mutual Funds | — | — | $31K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $23K | <0.1% | |
| Fidelity Freedom Index 2010 Premier | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $6K | <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 |
|---|---|---|---|---|---|
| LEAVITT CHRISTENSEN & CO., PLLC | 82-0398216 | — | AUDITOR | $11K | — |
