Becky Harris signed School Specialty, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
School Specialty, LLC's EIN is 85-2162684.
Download the official 2024 Form 5500 (PDF) for School Specialty, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)School Specialty, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $94K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2030 R6 Fund N/R | Mutual Funds | — | — | $14.7M | 14.9% | |
| American Funds Target Date Retirement 2035 R6 Fund N/R | Mutual Funds | — | — | $14.2M | 14.3% | |
| American Funds Target Date Retirement 2040 R6 Fund N/R | Mutual Funds | — | — | $9.5M | 9.6% | |
| American Funds Target Date Retirement 2025 R6 Fund N/R | Mutual Funds | — | — | $8.4M | 8.4% | |
| American Funds Target Date Retirement 2045 R6 Fund N/R | Mutual Funds | — | — | $8.2M | 8.3% | |
| Vanguard 500 Index Admiral Fund N/R | Common Collective Trusts | — | — | $7.4M | 7.5% | |
| T. Rowe Price Blue Chip Growth I Fund N/R | Other securities | — | — | $6.9M | 7.0% | |
| American Funds Target Date Retirement 2050 R6 Fund N/R | Mutual Funds | — | — | $4.6M | 4.6% | |
| American Funds Target Date Retirement 2020 R6 Fund N/R | Mutual Funds | — | — | $3.5M | 3.6% | |
| American Funds Target Date Retirement 2055 R6 Fund N/R | Mutual Funds | — | — | $2.7M | 2.7% | |
| Collective Investment Trust Fund Reliance Trust New York Anchor Account, Series 1 N/R | Common Collective Trusts | — | — | $2.7M | 2.7% | |
| REL TRUST NYL ANCH ACCT SER 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.7% | |
| Massachusetts Financial Value R6 Fund N/R | Other securities | — | — | $2.5M | 2.5% | |
| Services Co John Hancock Disciplined Value Mid Cap Fund N/R | Common Stocks | — | — | $2.2M | 2.2% | |
| American Funds Target Date Retirement 2060 R6 Fund N/R | Mutual Funds | — | — | $1.9M | 2.0% | |
| American Funds Target Date Retirement 2015 R6 Fund N/R | Mutual Funds | — | — | $1.5M | 1.5% | |
| Prudential Total Return Bond R6 Fund N/R | Other securities | — | — | $1.1M | 1.1% | |
| Franklin Small Cap Value Fund N/R | Mutual Funds | — | — | $932K | 0.9% | |
| American Funds Retirement Income Port Conservative R6 N/R | Mutual Funds | — | — | $889K | 0.9% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $885K | 0.9% | |
| Fund T. Rowe Price Mid-Cap Growth I Fund N/R | Other securities | — | — | $779K | 0.8% | |
| Vanguard Total Bond Market Index Admiral Fund N/R | Mutual Funds | — | — | $732K | 0.7% | |
| American Funds Target Date Retirement 2065 R6 Fund N/R | Mutual Funds | — | — | $689K | 0.7% | |
| JPMorgan SmallCap Growth Fund N/R | Other securities | — | — | $676K | 0.7% | |
| Vanguard Extended Market Index Admiral Fund N/R | Mutual Funds | — | — | $517K | 0.5% | |
| Vanguard Total International Stock Index Admiral Fund N/R | Mutual Funds | — | — | $388K | 0.4% | |
| American Funds EuroPacific Growth R6 Fund N/R | Mutual Funds | — | — | $354K | 0.4% | |
| American Funds Target Date Retirement 2010 R6 Fund N/R | Mutual Funds | — | — | $337K | 0.3% |
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 |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 30-1413443 | — | ACCOUNTANT | $0 | — |
