Diane Swanson signed Scott Edwards Architecture, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scott Edwards Architecture, LLP's EIN is 93-1255267.
Download the official 2024 Form 5500 (PDF) for Scott Edwards Architecture, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scott Edwards Architecture, LLP's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLINGER SOLUTIONS LLC | 87-3979204 | — | FINANCIAL ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $9.2M | 99.6% | |
| Nuveen Lifecycle Idx 2045 R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $1.7M | 18.8% | |
| Nuveen Lifecycle Idx 2035 R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $1.2M | 13.3% | |
| Nuveen Lifecycle Idx 2050 R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $945K | 10.2% | |
| Nuveen Lifecycle Idx 2055 R16 Pooled separate accounts | Pooled Separate Accounts | — | — | $724K | 7.8% | |
| Nuveen Large Cap Gr Idx R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $717K | 7.7% | |
| Nuveen Lifecycle Idx 2040 R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $680K | 7.3% | |
| Fidelity 500 Index Pooled separate accounts | Pooled Separate Accounts | — | — | $564K | 6.1% | |
| Vanguard US Growth Adm Pooled separate accounts | Pooled Separate Accounts | — | — | $392K | 4.2% | |
| Nuveen Lifecycle Idx 2060 R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $233K | 2.5% | |
| Fidelity Midcap Index Pooled separate accounts | Pooled Separate Accounts | — | — | $183K | 2.0% | |
| Ishares Russell Midcap Index K Pooled separate accounts | Pooled Separate Accounts | — | — | $178K | 1.9% | |
| Vanguard Explorer Adm Pooled separate accounts | Pooled Separate Accounts | — | — | $155K | 1.7% | |
| Columbia Dividend Income I3 Pooled separate accounts | Pooled Separate Accounts | — | — | $143K | 1.5% | |
| Invesco Global Opps R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $125K | 1.3% | |
| Janus Henderson Triton N Pooled separate accounts | Pooled Separate Accounts | — | — | $117K | 1.3% | |
| Pgim Total Return Bond R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $115K | 1.2% | |
| Nuveen Lifecycle Idx 2030 R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $105K | 1.1% | |
| Lord Abbett High Yield R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $105K | 1.1% | |
| Fidelity SM Cap Index Pooled separate accounts | Pooled Separate Accounts | — | — | $101K | 1.1% | |
| Pimco Real Return Instl Pooled separate accounts | Pooled Separate Accounts | — | — | $96K | 1.0% | |
| Janus Henderson Balanced N Pooled separate accounts | Pooled Separate Accounts | — | — | $79K | 0.8% | |
| Ishares Russell 1000Lgcp Index K Pooled separate accounts | Pooled Separate Accounts | — | — | $58K | 0.6% | |
| Invesco Disc Midcapgr R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $54K | 0.6% | |
| Vanguard Smcap Value Index Adm Pooled separate accounts | Pooled Separate Accounts | — | — | $51K | 0.5% | |
| Invesco Smcap Grth R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $49K | 0.5% | |
| Dfa Emerging Markets I Pooled separate accounts | Pooled Separate Accounts | — | — | $29K | 0.3% | |
| American Funds Smcap World R6 Pooled separate accounts ** 888 American Funds Washington Mutual R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| Insurance contracts * AUL Stable Value Account Insurance contracts ** 346 Notes receivable from participants * Participant loans 6.00% to 9.50% - | Stable Value | — | — | $17K | 0.2% | |
| Pioneer Eqty Inc K Pooled separate accounts | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| Ishares Msci Eafe Intl Index K Pooled separate accounts | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| Nuveen Lifecycle Idx 2065 R16 Pooled separate accounts | Pooled Separate Accounts | — | — | $11K | 0.1% | |
| Columbia Sel Midcp Cal Instl 3 Pooled separate accounts | Pooled Separate Accounts | — | — | $9K | 0.1% | |
| Nuveen Intl EQ Idx R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Nuveen Large Cap Value Idx R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Dws Rreef Real Estate Sec R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
