Rhonda Fischer signed Shaner Operating Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shaner Operating Corp.'s EIN is 16-1379569.
Download the official 2024 Form 5500 (PDF) for Shaner Operating Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shaner Operating Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REVERE ASSET MANAGEMENT INC | 27-1650711 | — | INV ADV, PARTICIPANTS | $6K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHANER HOTEL HOLDINGS | 16-1379569 | — | OTHER SERVICES | $0 | — |
| USI SECURITIES INC | 06-1493970 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.4M | 14.9% | |
| Account-Z * Principal Funds, Inc. Principal Life Time 2040 Separate N/R | Common Stocks | — | — | $3.7M | 12.3% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.7M | 12.3% | |
| Account-Z * Principal Funds, Inc. Principal Life Time 2050 Separate N/R | Common Stocks | — | — | $3.0M | 10.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $3.0M | 10.0% | |
| Separate Account-Z * Principal Funds, Inc. Principal Life Time 2030 Separate N/R | Pooled Separate Accounts | — | — | $2.8M | 9.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.8M | 9.2% | |
| Self-Directed Brokerage Account Participant self-directed accounts invested N/R | Common Stocks | — | — | $1.8M | 5.9% | |
| Account-Z * Principal Funds, Inc. Principal Life Time 2060 Separate N/R | Common Stocks | — | — | $1.5M | 4.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.5M | 4.9% | |
| T.Rowe Price Associates. Inc. T Rowe Price Blue Chip Growth Fund Inc N/R | Mutual Funds | — | — | $1.4M | 4.7% | |
| Account-Z * Principal Funds, Inc. Principal Life Time 2035 Separate N/R | Common Stocks | — | — | $1.3M | 4.4% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.3M | 4.4% | |
| Account-Z * Principal Funds, Inc. Capital Appreciation Separate Account N/R | Pooled Separate Accounts | — | — | $1.2M | 4.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.2M | 4.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $981K | 3.3% | |
| Principal Funds, Inc. Principal Life Time 2020 Separate N/R | Common Stocks | — | — | $981K | 3.3% | |
| Baron Capital Baron Small Cap Fund N/R | Other securities | — | — | $852K | 2.9% | |
| Principal Funds, Inc. Principal Life Time 2045 Separate N/R | Common Stocks | — | — | $763K | 2.6% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $763K | 2.6% | |
| Account-Z * Principal Funds, Inc. Principal Life Time 2055 Separate N/R | Common Stocks | — | — | $735K | 2.5% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $735K | 2.5% | |
| Massachusetts Financial Service MFS International Diversification Fund N/R | Mutual Funds | — | — | $654K | 2.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $620K | 2.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $599K | 2.0% | |
| Principal Funds, Inc. Principal Life Time 2025 Separate N/R | Common Stocks | — | — | $515K | 1.7% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $515K | 1.7% | |
| a common stock * Participant Loans Interest rates: 4.0% - 9.50% $0 | Bonds / Notes | — | — | $341K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $251K | 0.8% | |
| Company PIMCO Income Fund N/R | Mutual Funds | — | — | $187K | 0.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $166K | 0.6% | |
| Principal Funds, Inc. Strategic Income Separate Account N/R | Pooled Separate Accounts | — | — | $165K | 0.6% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $165K | 0.6% | |
| Separate Account-Z * Principal Funds, Inc. Principal Life Time 2015 Separate N/R | Pooled Separate Accounts | — | — | $158K | 0.5% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $158K | 0.5% | |
| Company Massachusetts Financial Service MFS Mid Cap Value Fund N/R | Mutual Funds | — | — | $157K | 0.5% | |
| Account-Z Vaughan Nelson/LA Capital/H&W Small-Cap Value II Separate Account N/R | Pooled Separate Accounts | — | — | $133K | 0.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $133K | 0.4% | |
| Vanguard Group Vanguard Total International Stock Index | Mutual Funds | — | — | $126K | 0.4% | |
| Principal Funds, Inc. Principal Life Time 2065 Separate N/R | Common Stocks | — | — | $108K | 0.4% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $108K | 0.4% | |
| Vanguard Group Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $94K | 0.3% | |
| Fund N/R Vanguard Group Vanguard Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $93K | 0.3% | |
| (E) | Other securities | — | — | $52K | 0.2% | |
| Massachusetts Financial Service MFS Value Fund | Mutual Funds | — | — | $52K | 0.2% | |
| (E) | Other securities | — | — | $10K | <0.1% | |
| Company N/R PIMCO Real Return Fund N/R | Mutual Funds | — | — | $10K | <0.1% |
