Diane Timms signed Sharel Ventures, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharel Ventures, L.L.C.'s EIN is 16-1512265.
Download the official 2024 Form 5500 (PDF) for Sharel Ventures, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharel Ventures, L.L.C.'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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SERVIC | 16-1503696 | UTICA, NY | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AMCAP Fund R3 9,039 shares, mutual fund | Mutual Funds | — | $9K | $365K | 16.3% | |
| PIMCO Income R 30,698 shares, mutual fund | Mutual Funds | — | $31K | $323K | 14.4% | |
| American Funds Amer Mtual R3 4,755 shares, mutual fund | Mutual Funds | — | $5K | $260K | 11.6% | |
| Invesco Discovery R 2,668 shares, mutual fund | Mutual Funds | — | $3K | $218K | 9.7% | |
| American Funds Euro Pacific R3 3,849 shares, mututal fund | Mutual Funds | — | $4K | $201K | 8.9% | |
| Invesco Govt Money Market C 195,485 shares, cash equivalent | Mutual Funds | — | $195K | $195K | 8.7% | |
| Franklin Rising Dividends R 1,898 shares, mutual fund | Mutual Funds | — | $2K | $168K | 7.5% | |
| American Funds US GVT SEC R3 13,867 shares, mututal fund | Mutual Funds | — | $14K | $163K | 7.3% | |
| American Funds AM Balancd R3 4,065 shares, mututal fund | Mutual Funds | — | $4K | $139K | 6.2% | |
| Invesco Global Opport R 2,332 shares, mutual fund | Mutual Funds | — | $2K | $102K | 4.5% | |
| Franklin Income R 7,904 shares, mutual fund | Mutual Funds | — | $8K | $18K | 0.8% | |
| Vanguard Life Strategy Growth 314 shares, mutual fund | Mutual Funds | — | — | $14K | 0.6% | |
| Invesco Sel Rsk: Highgrth Inv 668 shares, mutual fund | Mutual Funds | — | — | $9K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
