Michael Plumb signed SCAN Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SCAN Group's EIN is 95-3826037.
Download the official 2024 Form 5500 (PDF) for SCAN Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SCAN Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $238K | — |
| EMPOWER ADVISORY GROUP | 84-1532243 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC |
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 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $20.2M | 10.1% | |
| FIDELITY FREEDOM BLEND 2050 K6 Registered Investment Company | Mutual Funds | — | — | $15.2M | 7.6% | |
| FIDELITY FREEDOM BLEND 2040 K6 Registered Investment Company | Mutual Funds | — | — | $14.9M | 7.4% | |
| FIDELITY FREEDOM BLEND 2035 K6 Registered Investment Company | Mutual Funds | — | — | $12.9M | 6.4% | |
| EI FIXED ACCOUNT - SERIES CLASS IV Guaranteed Investment Contract | Stable Value | — | — | $12.8M | 6.4% | |
| FIDELITY FREEDOM BLEND 2045 K6 Registered Investment Company | Mutual Funds | — | — | $12.6M | 6.3% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $10.6M | 5.2% | |
| FIDELITY FREEDOM BLEND 2055 K6 Registered Investment Company | Mutual Funds | — | — | $10.2M | 5.1% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $9.3M | 4.6% | |
| FIDELITY FREEDOM BLEND 2030 K6 Registered Investment Company | Mutual Funds | — | — | $7.7M | 3.8% | |
| MFS VALUE R3 Registered Investment Company | Mutual Funds | — | — | $7.5M | 3.7% | |
| JPMORGAN US EQUITY R6 Registered Investment Company | Common Stocks | — | — | $7.5M | 3.7% | |
| FIDELITY FREEDOM BLEND 2025 K6 Registered Investment Company | Mutual Funds | — | — | $6.8M | 3.4% | |
| DODGE & COX INCOME FUND CLASS X Registered Investment Company | Mutual Funds | — | — | $6.0M | 3.0% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | Mutual Funds | — | — | $5.7M | 2.8% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | Mutual Funds | — | — | $5.0M | 2.5% | |
| FIDELITY FREEDOM BLEND 2060 K6 Registered Investment Company | Mutual Funds | — | — | $4.5M | 2.3% | |
| VICTORY SYCAMORE ESTABLISHED VALUE Y Registered Investment Company | Common Stocks | — | — | $4.3M | 2.2% | |
| AMERICAN FUNDS INCOME FUND OF AMERICA R6 Registered Investment Company | Mutual Funds | — | — | $4.1M | 2.0% | |
| BLACKROCK MID-CAP GROWTH EQUITY K Registered Investment Company | Common Stocks | — | — | $3.6M | 1.8% | |
| DODGE & COX INTERNATIONAL STOCK X Registered Investment Company | Mutual Funds | — | — | $2.9M | 1.4% | |
| VANGUARD FTSE SOCIAL INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $2.9M | 1.4% | |
| maturing through June 2039 0 | Other securities | — | — | $2.7M | 1.3% | |
| AMERICAN FUNDS NEW WORLD R5 Registered Investment Company | Mutual Funds | — | — | $2.6M | 1.3% | |
| FIDELITY FREEDOM BLEND 2020 K6 Registered Investment Company | Mutual Funds | — | — | $2.2M | 1.1% | |
| JPMORGAN SMALL CAP VALUE R6 Registered Investment Company | Common Stocks | — | — | $1.7M | 0.9% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $1.3M | 0.6% | |
| FIDELITY INFLATION PROTECTED BOND INDEX Registered Investment Company | Mutual Funds | — | — | $1.1M | 0.5% | |
| FIDELITY FREEDOM BLEND 2065 K6 Registered Investment Company | Mutual Funds | — | — | $889K | 0.4% | |
| FIDELITY FREEDOM BLEND INC K6 Registered Investment Company | Mutual Funds | — | — | $724K | 0.4% | |
| FIDELITY FREEDOM BLEND 2015 K6 Registered Investment Company | Mutual Funds | — | — | $667K | 0.3% | |
| FIDELITY FREEDOM BLEND 2010 K6 Registered Investment Company | Mutual Funds | — | — | $144K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2834414 |
| — |
| NONE |
| $40K |
| — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $32K | — |
| BILKEYKATZ INVESTMENT CONSULTANTS I | — | PITTSBURGH, PA | NONE | $6K | — |
