Wayne Suehisa signed Shelton Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shelton Holdings, LLC's EIN is 26-3685979.
Download the official 2024 Form 5500 (PDF) for Shelton Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shelton Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | ADVISORY | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $4.3M | 18.1% | |
| JP Morgan JPMorgan Core Bond Class R6 | Other securities | — | — | $3.5M | 14.7% | |
| BNY Mellon Midcap Index Inc Class I | Common Stocks | — | — | $2.5M | 10.7% | |
| Delaware Funds Delaware Small Cap Value Class R6 | Other securities | — | — | $1.9M | 7.9% | |
| American Funds American Funds Washington Mutual Class R6 | Mutual Funds | — | — | $1.9M | 7.9% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $1.7M | 7.3% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities | Mutual Funds | — | — | $1.1M | 4.8% | |
| ishares MSCI EAFE International Index Class K | Other securities | — | — | $980K | 4.1% | |
| Fidelity Contrafund Class K | Mutual Funds | — | — | $938K | 4.0% | |
| JP Morgan JPMORGAN Emerging Markets Equity Class R6 | Other securities | — | — | $686K | 2.9% | |
| Cohen & Steers Cohen & Steers Global Realty Shares Inc Class Z | Common Stocks | — | — | $522K | 2.2% | |
| Common Collective Trust * Lincoln Financial Group Charles Schwab (self-directed brokerage accounts) | Self-Directed Brokerage | — | — | $470K | 2.0% | |
| Vanguard Global Wellington Admiral Shares | Mutual Funds | — | — | $433K | 1.8% | |
| LINCOLN PATHBUILDER INCOME LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $427K | 1.8% | |
| Participant loans deemed distributed without a related distributable event | Participant loans | — | — | $110K | 0.5% | |
| Federated Kaufmann Small Cap Class R6 Shares | Other securities | — | — | $73K | 0.3% | |
| Pimco Income Institutional Class | Mutual Funds | — | — | $70K | 0.3% |
