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.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Energy Admiral | Mutual Funds | — | — | $6.5M | 23.7% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $5.8M | 21.5% | |
| Schwab Government Money FD Inv Shares | Mutual Funds | — | — | $4.5M | 16.6% | |
| Vanguard Long-Term Inv-Grade Adm Shs | Mutual Funds | — | — | $2.6M | 9.6% | |
| Vanguard Target Retirement 2025 FD I | Mutual Funds | — | — | $2.5M | 9.2% | |
| Vanguard LifeStrategy Growth FD I | Mutual Funds | — | — | $908K | 3.3% | |
| Vanguard Target Retirement 2035 FD I | Mutual Funds | — | — | $859K | 3.2% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $714K | 2.6% | |
| Vanguard Target Retirement 2020 FD I | Mutual Funds | — | — | $693K | 2.5% | |
| Participant loans | Participant loans | — | — | $356K | 1.3% | |
| Vanguard Target Retirement 2050 FD I | Mutual Funds | — | — | $266K | 1.0% | |
| Vanguard Target Retirement 2045 FD I | Mutual Funds | — | — | $219K | 0.8% | |
| DFA Intl Core Equity Portfolio Instl | Mutual Funds | — | — | $183K | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $183K | 0.7% | |
| Vanguard Target Retirement 2030 FD I | Mutual Funds | — | — | $162K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $157K | 0.6% | |
| Vanguard Target Retirement 2040 FD I | Mutual Funds | — | — | $139K | 0.5% | |
| Vanguard Global Capital Cycles | Mutual Funds | — | — | $122K | 0.4% | |
| Vanguard Strategic Small Cap Equity | Mutual Funds | — | — | $121K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth FD I | Mutual Funds | — | — | $48K | 0.2% | |
| Schwab Treasury Inflation Protected | U.S. Treasuries | — | — | $39K | 0.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $35K | 0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $22K | <0.1% | |
| DFA World Ex US Govt Fix Port Inst | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
