Jennifer Evanicky signed SHP Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHP Management Corporation's EIN is 01-0477471.
Download the official 2024 Form 5500 (PDF) for SHP Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SHP Management Corporation's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $17.2M | 96.7% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2030 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5.5M | 31.1% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2035 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $4.1M | 22.9% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $4.0M | 22.7% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2045 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.6M | 9.1% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2040 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $922K | 5.2% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2050 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $561K | 3.2% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2055 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $305K | 1.7% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2060 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $110K | 0.6% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MYWAYRET INDEX 2065 FD R · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $48K | 0.3% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2045 I · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2035 I · EIN 38-4126265 / PN 567 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2055 I · EIN 38-4126265 / PN 571 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2010 I · EIN 38-4126265 / PN 593 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2050 I · EIN 38-4126265 / PN 570 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2015 I · EIN 38-4126265 / PN 563 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2020 I · EIN 38-4126265 / PN 564 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2025 I · EIN 38-4126265 / PN 565 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2030 I · EIN 38-4126265 / PN 566 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2040 I · EIN 38-4126265 / PN 568 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY GREAT GRAY TRUST AMERICAN FUNDS 2060 I · EIN 38-4126265 / PN 572 | Common Collective Trust | — | — | $0 | <0.1% |
