Janell Strube signed SH Group Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SH Group Operations, LLC's EIN is 26-4006966.
Download the official 2024 Form 5500 (PDF) for SH Group Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SH Group Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2050 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.2M | 15.0% | |
| T. ROWE PRICE RTM 2055 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.8M | 13.6% | |
| T. ROWE PRICE RTM 2045 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.4M | 12.2% | |
| T. ROWE PRICE RTM 2035 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.4M | 12.1% | |
| T. ROWE PRICE RTM 2040 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.3M | 11.8% | |
| T. ROWE PRICE RTM 2030 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.2M | 7.7% | |
| Principal Guaranteed Option | Other securities | — | $0 | $2.0M | 7.1% | |
| Participant Loans | Participant loans | — | $0 | $1.1M | 3.9% | |
| T. ROWE PRICE RTM 2060 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.9% | |
| T. ROWE PRICE RTM 2025 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $977K | 3.5% | |
| T. ROWE PRICE RTM 2020 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $661K | 2.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $526K | 1.9% | |
| T. ROWE PRICE RTM 2065 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $214K | 0.8% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | — | $190K | 0.7% | |
| T. ROWE PRICE RTM BAL TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $139K | 0.5% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $93K | 0.3% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $60K | 0.2% | |
| BlackRock Stra Inc Opp K Fd | Common Stocks | — | — | $56K | 0.2% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $41K | 0.1% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | — | $36K | 0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $36K | 0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $31K | 0.1% | |
| T. ROWE PRICE RTM 2005 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $30K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $27K | <0.1% | |
| Frankln Small Cap Value GG R | Other securities | — | — | $27K | <0.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $27K | <0.1% | |
| T. ROWE PRICE RTM 2015 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| Prin Equity Income SA-Z | Common Stocks | — | — | $20K | <0.1% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $14K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $10K | <0.1% | |
| PGIM TOTAL RTRN BND CIT CLS R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $9K | <0.1% | |
| T. ROWE PRICE RTM 2010 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | — | $6K | <0.1% | |
| T. ROWE PRICE STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
