Kelly Shinnick signed House Works LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
House Works LLC's EIN is 04-3436170.
Download the official 2024 Form 5500 (PDF) for House Works LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)House Works LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $873K | 12.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $838K | 11.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $672K | 9.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $646K | 9.0% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $548K | 7.6% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $518K | 7.2% | |
| LORD ABBETT SH DUR INC R3 899 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $507K | 7.0% | |
| JPMORGAN US GARP EQUITY - R2 | Registered Investment Companies | — | — | $432K | 6.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $336K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $277K | 3.8% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $213K | 3.0% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $165K | 2.3% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $129K | 1.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $113K | 1.6% | |
| MACQUARIE SMALLCAP CORE FUND R | Registered Investment Companies | — | — | $108K | 1.5% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $99K | 1.4% | |
| PUTNAM LARGE CAP VALUE R | Registered Investment Companies | — | — | $94K | 1.3% | |
| MACQUARIE MID CAP GROWTH R | Registered Investment Companies | — | — | $70K | 1.0% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $63K | 0.9% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $53K | 0.7% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $52K | 0.7% | |
| INVESCO CORE PLUS BOND R | Registered Investment Companies | — | — | $51K | 0.7% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $44K | 0.6% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $42K | 0.6% | |
| MACQUARIE SMALLCAP GRWTH R | Registered Investment Companies | — | — | $25K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $21K | 0.3% | |
| AMF AMERICAN HI INC TR R2E | Registered Investment Companies | — | — | $15K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
