Shore Point Distributing Co., Inc.'s EIN is 21-0611286.
Download the official 2024 Form 5500 (PDF) for Shore Point Distributing Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shore Point Distributing Co., Inc.'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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $3.9M | 22.9% | |
| Vanguard Target Rtmt 2050 Inv | Mutual Funds | — | — | $3.3M | 19.1% | |
| Vanguard Target Rtmt 2040 Inv | Mutual Funds | — | — | $2.2M | 12.6% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.5M | 8.5% | |
| Participant loans | Participant loans | — | — | $1.2M | 7.0% | |
| Vanguard LifeStrategy Mod Gro | Mutual Funds | — | — | $862K | 5.0% | |
| Vanguard Target Rtmt 2030 Inv | Mutual Funds | — | — | $804K | 4.7% | |
| Vanguard Target Rtmt 2035 Inv | Mutual Funds | — | — | $437K | 2.5% | |
| Vanguard Target Rtmt 2060 Inv | Mutual Funds | — | — | $379K | 2.2% | |
| Schwab Government Money FD Inv Shares | Mutual Funds | — | — | $340K | 2.0% | |
| Vanguard Target Rtmt 2055 Inv | Mutual Funds | — | — | $340K | 2.0% | |
| Vanguard LifeStrat Cnsv Gr Inv | Mutual Funds | — | — | $284K | 1.7% | |
| Vanguard Target Rtmt 2020 Inv | Mutual Funds | — | — | $269K | 1.6% | |
| Vanguard Strategic Small-Cap | Mutual Funds | — | — | $226K | 1.3% | |
| Vanguard Lg-Term Inv-Grade Adm | Mutual Funds | — | — | $219K | 1.3% | |
| Vanguard Target Rtmt 2045 Inv | Mutual Funds | — | — | $197K | 1.1% | |
| DFA Intl Core Equity I | Mutual Funds | — | — | $194K | 1.1% | |
| Vanguard Target Rtmt 2065 Inv | Mutual Funds | — | — | $178K | 1.0% | |
| Vanguard Energy Adm | Mutual Funds | — | — | $130K | 0.8% | |
| Fidelity Real Estate Index Ins | Mutual Funds | — | — | $103K | 0.6% | |
| Fidelity Mid Cap Index Instl | Mutual Funds | — | — | $101K | 0.6% | |
| DFA World ex US Gov't Fxd Inc | Mutual Funds | — | — | $15K | <0.1% | |
| Schwab Treas Inflat Prot Sec IDX FD | Common Collective Trusts | — | — | $162 | <0.1% | |
| Vanguard Glbl Cap Cycles Inv | Mutual Funds | — | — | $79 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
