Keith MIKA signed Shore Capital Partners Management LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shore Capital Partners Management LP's EIN is 27-2551508.
Download the official 2024 Form 5500 (PDF) for Shore Capital Partners Management LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shore Capital Partners Management LP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| FUTUREPLAN BY ASCENSUS - BPC | — | BOSTON, MA | CONTRACT ADMIN | $750 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 20.5% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.5M | 14.7% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $939K | 8.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $790K | 7.5% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $709K | 6.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $672K | 6.4% | |
| MassMutual Small Cap Opps Fund | Other securities | — | — | $620K | 5.9% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $600K | 5.7% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $287K | 2.7% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $240K | 2.3% | |
| American New World Fund | Other securities | — | — | $219K | 2.1% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $207K | 2.0% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $196K | 1.9% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $169K | 1.6% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $121K | 1.1% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $115K | 1.1% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $93K | 0.9% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $88K | 0.8% | |
| Empower Annuity Insurance Guaranteed investment contract Company of America Key Guaranteed Portfolio Fund | Stable Value | — | — | $85K | 0.8% | |
| MFS Value Fund | Mutual Funds | — | — | $67K | 0.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $65K | 0.6% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $58K | 0.6% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $27K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $33K | — |
