Jennifer Hoffman signed 3shape, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
3shape, Inc.'s EIN is 26-3204230.
Download the official 2024 Form 5500 (PDF) for 3shape, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)3shape, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | FLORHAM PARK, NJ | ADVISOR | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $1.2M | 17.0% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $1.1M | 15.5% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $823K | 11.7% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $792K | 11.3% | |
| PUTNAM LARGE CAP VALUE R 464 REGISTERED INVESTMENT COMPANY AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $777K | 11.1% | |
| AMERICAN BALANCED R2E | Registered Investment Companies | — | — | $373K | 5.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $372K | 5.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $201K | 2.9% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $177K | 2.5% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $163K | 2.3% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $135K | 1.9% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $117K | 1.7% | |
| COL SELIGMAN TECH AND INFO R | Registered Investment Companies | — | — | $71K | 1.0% | |
| FIDELITY ADVISOR REAL ESTATE-M | Registered Investment Companies | — | — | $70K | 1.0% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $67K | 1.0% | |
| BLACKROCK CAP APPRECIATION R | Registered Investment Companies | — | — | $55K | 0.8% | |
| PGIM SHORT-TERM CORP BOND - R | Registered Investment Companies | — | — | $50K | 0.7% | |
| JANUS HENDERSON BALANCED - R | Registered Investment Companies | — | — | $45K | 0.6% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $37K | 0.5% | |
| FIDELITY ADVISOR LARGE CAP-M | Registered Investment Companies | — | — | $35K | 0.5% | |
| FRANKLIN GROWTH FUND - R | Registered Investment Companies | — | — | $30K | 0.4% | |
| JANHEN SMALL CAP VALUE FD - R | Registered Investment Companies | — | — | $28K | 0.4% | |
| LOOMIS SAYLES STRATEGIC INC-AD 468 REGISTERED INVESTMENT COMPANY VICTORY EMERGING MARKETS R | Registered Investment Companies | — | — | $28K | 0.4% | |
| FRANKLIN UTILITIES FUND - R | Registered Investment Companies | — | — | $27K | 0.4% | |
| TROWE PRICE INTL VALUE EQ R | Registered Investment Companies | — | — | $27K | 0.4% | |
| INV INT SMALL MID CO R | Registered Investment Companies | — | — | $23K | 0.3% | |
| FRANKLIN MUT GLB DISC - R | Registered Investment Companies | — | — | $23K | 0.3% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $19K | 0.3% | |
| PUTNAM ASSET ALLOC CONS R | Registered Investment Companies | — | — | $19K | 0.3% | |
| MFS INTERNATIONAL NEW DISC -R2 | Registered Investment Companies | — | — | $18K | 0.3% | |
| PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $16K | 0.2% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $16K | 0.2% | |
| THE HARTFORD HEALTHCARE R3 | Registered Investment Companies | — | — | $15K | 0.2% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $15K | 0.2% | |
| JANUS HENDERSON ENTERPRISE - R | Registered Investment Companies | — | — | $9K | 0.1% | |
| INVESCO EQV EUROPEAN EQUITY R | Registered Investment Companies | — | — | $8K | 0.1% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $8K | 0.1% | |
| PGIM HIGH YIELD - R | Registered Investment Companies | — | — | $7K | 0.1% | |
| TEMPLETON GLOB BOND FD - R | Registered Investment Companies | — | — | $7K | 0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $6K | <0.1% | |
| FIDELITY ADVISOR SMALL CAP - M | Registered Investment Companies | — | — | $4K | <0.1% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $2K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $338 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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