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Original filing (PDF)20251010135623NAL0004311107001
SHARED OPERATING SERVICES LLC
Form 5500
FILING_RECEIVED
SHARED OPERATING SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
335
Accounts w/ balance
191
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARED OPERATING SERVICES LLC.
Plan sponsor
Name
SHARED OPERATING SERVICES LLC
EIN
03-0378861
Address
333 LUDLOW STREET · 3RD FLOOR · STAMFORD, CT · 06902
Phone
(203) 543-0366
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
26 direct securities · 1 pooled fund· $11.6M(100% of reported assets)
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.
Uncategorized
$10.9M
25 holdings
Common Collective Trust
$651K
1 holding
Mutual Funds
$78K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K | — | — | — | $2.5M | 21.2% | |
| Fidelity 500 Index | — | — | — | $1.9M | 16.5% | |
| American Funds American Mutual R6 | — | — | — | $1.2M | 10.5% | |
| Fidelity Index 2035 IPR | — | — | — | $910K | 7.8% | |
| Fidelity Mid Cap Index | — | — | — | $810K | 7.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $651K | 5.6% | |
| Fidelity Balanced K | — | — | — | $626K | 5.4% | |
| Fidelity Small Cap Growth Index | — | — | — | $586K | 5.0% | |
| Fidelity Index 2025 IPR | — | — | — | $542K | 4.7% | |
| Fidelity Extended Market Index | — | — | — | $306K | 2.6% | |
| Fidelity US Bond Index | — | — | — | $240K | 2.1% | |
| Fidelity Real Estate Index | — | — | — | $204K | 1.7% | |
| Fidelity Index 2030 IPR | — | — | — | $168K | 1.4% | |
| 9.50% interest - | — | — | — | $155K | 1.3% | |
| Fidelity Index 2055 IPR | — | — | — | $125K | 1.1% | |
| Fidelity Index 2050 IPR | — | — | — | $112K | 1.0% | |
| Fidelity Index 2015 IPR | — | — | — | $99K | 0.9% | |
| Fidelity Index 2045 IPR | — | — | — | $83K | 0.7% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $78K | 0.7% | |
| Fidelity Global Exchange US Index | — | — | — | $72K | 0.6% | |
| Fidelity Intermediate Treasury Bond Index | — | — | — | $71K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $63K | 0.5% | |
| Fidelity Index 2060 IPR | — | — | — | $56K | 0.5% | |
| Fidelity Multi-Asset Index | — | — | — | $33K | 0.3% | |
| Fidelity Index 2040 IPR | — | — | — | $12K | 0.1% | |
| Fidelity Index 2020 IPR | — | — | — | $11K | <0.1% | |
| Fidelity Index 2065 IPR | — | — | — | $7K | <0.1% |
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