Ashley KLEM signed Shared Operating Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shared Operating Services LLC's EIN is 03-0378861.
Download the official 2024 Form 5500 (PDF) for Shared Operating Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shared Operating Services LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
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 Blue Chip Growth K | Mutual Funds | — | — | $2.5M | 21.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.9M | 16.5% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $1.2M | 10.5% | |
| Fidelity Index 2035 IPR | Mutual Funds | — | — | $910K | 7.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $810K | 7.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $651K | 5.6% | |
| Fidelity Balanced K | Mutual Funds | — | — | $626K | 5.4% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | — | $586K | 5.0% | |
| Fidelity Index 2025 IPR | Mutual Funds | — | — | $542K | 4.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $306K | 2.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $240K | 2.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $204K | 1.7% | |
| Fidelity Index 2030 IPR | Mutual Funds | — | — | $168K | 1.4% | |
| 9.50% interest - | Bonds / Notes | — | — | $155K | 1.3% | |
| Fidelity Index 2055 IPR | Mutual Funds | — | — | $125K | 1.1% | |
| Fidelity Index 2050 IPR | Mutual Funds | — | — | $112K | 1.0% | |
| Fidelity Index 2015 IPR | Mutual Funds | — | — | $99K | 0.9% | |
| Fidelity Index 2045 IPR | Mutual Funds | — | — | $83K | 0.7% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $78K | 0.7% | |
| Fidelity Global Exchange US Index | Mutual Funds | — | — | $72K | 0.6% | |
| Fidelity Intermediate Treasury Bond Index | U.S. Treasuries | — | — | $71K | 0.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $63K | 0.5% | |
| Fidelity Index 2060 IPR | Mutual Funds | — | — | $56K | 0.5% | |
| Fidelity Multi-Asset Index | Mutual Funds | — | — | $33K | 0.3% | |
| Fidelity Index 2040 IPR | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Index 2020 IPR | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Index 2065 IPR | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
