Stephen Shellenberger signed S&H Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S&H Express, Inc.'s EIN is 23-2473758.
Download the official 2024 Form 5500 (PDF) for S&H Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S&H Express, 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 |
|---|---|---|---|---|---|
| NORTHEAST FINANCIAL GROUP, INC. | 23-2946836 | — | NONE | $27K | — |
| NWPS | 91-2090931 | — | NONE | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.6M | 19.3% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $1.5M | 17.3% | |
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $686K | 8.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $683K | 8.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $615K | 7.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $545K | 6.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $469K | 5.5% | |
| AllianceBernstein AB Large Cap Growth Class Z | Other securities | — | — | $414K | 4.9% | |
| Franklin Templeton Investments Putnam Large Cap Value Class Y | Mutual Funds | — | — | $243K | 2.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $225K | 2.6% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $214K | 2.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $177K | 2.1% | |
| Federated Hermes Total Return Bond Class R6 | Other securities | — | — | $159K | 1.9% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $141K | 1.7% | |
| MFS International Equity Class R6 | Mutual Funds | — | — | $124K | 1.5% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $122K | 1.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $101K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $99K | 1.2% | |
| Cohen & Steers Cohen & Steers Realty Institutional Shares | Other securities | — | — | $82K | 1.0% | |
| PGIM Investments PGIM High Yield Class Z | Other securities | — | — | $80K | 0.9% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional | Mutual Funds | — | — | $74K | 0.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $44K | 0.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $39K | 0.5% | |
| Invesco Main Street Small Cap Class R6 | Mutual Funds | — | — | $36K | 0.4% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I | Mutual Funds | — | — | $23K | 0.3% | |
| PGIM Investments PGIM Global Total Return Class R6 | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
