Jeffrey Currier signed John L. Scott, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John L. Scott, Inc.'s EIN is 91-0690535.
Download the official 2024 Form 5500 (PDF) for John L. Scott, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John L. Scott, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Personal Choice Retirement Accounts (Self-directed brokerage accounts) | Self-Directed Brokerage | — | — | $2.1M | 14.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 14.6% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.0M | 7.4% | |
| Putnam Core Equity Fund | Mutual Funds | — | — | $888K | 6.3% | |
| Pioneer Bond Fund | Other securities | — | — | $685K | 4.9% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $588K | 4.2% | |
| William Blair International Growth Fund | Other securities | — | — | $584K | 4.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $566K | 4.0% | |
| JP Morgan Mid Cap Growth Select | Other securities | — | — | $560K | 4.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $490K | 3.5% | |
| Oakmark International R6 Fund | Other securities | — | — | $482K | 3.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $470K | 3.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $444K | 3.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $363K | 2.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $350K | 2.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $321K | 2.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $273K | 1.9% | |
| Undiscovered MGRS Behavioral Value Fund | Other securities | — | — | $257K | 1.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $230K | 1.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $211K | 1.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $189K | 1.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $187K | 1.3% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $175K | 1.2% | |
| Vanguard Small Cap Growth Fund | Mutual Funds | — | — | $159K | 1.1% | |
| Notes receivable from participants | Other securities | — | — | $149K | 1.1% | |
| DFA Emerging Markets Core Equity Fund | Mutual Funds | — | — | $79K | 0.6% | |
| DFA International Small Company Fund | Mutual Funds | — | — | $71K | 0.5% | |
| DFA US Sustain Core Fund | Mutual Funds | — | — | $45K | 0.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard Cash Reserves | Mutual Funds | — | — | $18K | 0.1% | |
| DFA US Micro Cap Fund | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Short-term Inflation Protected Fund | Mutual Funds | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FISHER INVESTMENTS |
| 20-2480800 |
| — |
| NONE |
| $9K |
| — |
| SWEENEY CONRAD PS | 91-1301672 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $169 | — |
