Schmidbauer Lumber, Inc.'s EIN is 94-2196486.
Download the official 2024 Form 5500 (PDF) for Schmidbauer Lumber, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schmidbauer Lumber, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | MENLO PARK, CA | FINANCIAL ADVISOR | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIDWELL CONSULTING SERVICES INC | 20-3039384 | CHICO, CA | TPA | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $69.1M | 96.6% | |
| VANGUARD TARGET RET 2035 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10.1M | 14.1% | |
| VANGUARD TARGET RET 2030 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8.2M | 11.5% | |
| VANGUARD TARGET RET 2040 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8.2M | 11.5% | |
| VANGUARD TARGET RET 2025 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.7M | 10.8% | |
| VANGUARD TARGET RET 2045 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.9M | 8.3% | |
| VANGUARD TARGET RET 2050 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.4M | 7.6% | |
| VANGUARD TARGET RET 2060 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.8M | 5.4% | |
| VANGUARD TARGET RET 2020 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.4M | 4.8% | |
| VANGUARD TARGET RET 2055 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.2M | 4.5% | |
| VANGUARD TARGET RET 2065 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.6% | |
| JPMORGAN US GOVT MMKT CAP CL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 2.5% | |
| DFA US LARGE COMPANY PRT INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 2.2% | |
| JP MORGAN LARGE GROWTH R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 2.0% | |
| VANGUARD TTL BD MKT IND ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.7% | |
| JH STABLE VALUE GUARANTEED INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $927K | 1.3% | |
| VANGUARD DEV MRKTS INDX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $805K | 1.1% | |
| COLUMBIA SEL LC VAL INSTL 2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $681K | 1.0% | |
| EAGLE MID CAP GROWTH FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $564K | 0.8% | |
| VANGUARD SM CAP INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $507K | 0.7% | |
| VANGUARD MID CAP INDEX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $444K | 0.6% | |
| BLACKROCK HIGH YLD BD PRT K JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $371K | 0.5% | |
| FIDELITY EMERG MKTS INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $344K | 0.5% | |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $323K | 0.5% | |
| VANGUARD TARGET RET INCOME FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $323K | 0.5% | |
| VANGUARD INTL GROWTH FUND ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $226K | 0.3% | |
| VANGUARD SHRT TRM GRADE AD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $186K | 0.3% | |
| MFS MID CAP VALUE FD R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $144K | 0.2% | |
| DFA US TARGETED VALUE PRT I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $126K | 0.2% |
