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Original filing (PDF)20251014131422NAL0003000273001
SHINE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
SHINE TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
266
Accounts w/ balance
460
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
8 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHINE TECHNOLOGIES, LLC.
Plan sponsor
Name
SHINE TECHNOLOGIES, LLC
EIN
27-2766459
Address
3400 INNOVATION CT. · JANESVILLE, WI · 53546
Phone
(877) 512-6554
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $42K | — |
| MARINER WEALTH ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
Investments
34 direct securities · 8 pooled funds· $26.4M(99% of reported assets)
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.
Uncategorized
$21.0M
34 holdings
Common Collective Trust
$5.3M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DREYFUS GOVERNMENT CASH MGMT INSTL Mutual Fund 36 FIDELITY 500 INDEX Mutual Fund | — | — | $21K | $4.3M | 16.4% | |
| STATE STREET TARGET RETIREMENT 2050 K Mutual Fund | — | — | $200K | $3.0M | 11.3% | |
| STATE STREET TARGET RETIREMENT 2040 K Mutual Fund | — | — | $193K | $2.8M | 10.4% | |
| STATE STREET TARGET RETIREMENT 2055 K Mutual Fund | — | — | $143K | $2.2M | 8.3% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | $106K | $1.5M | 5.6% | |
| STATE STREET TARGET RETIREMENT 2045 K Mutual Fund | — | — | $98K | $1.4M | 5.5% | |
| STATE STREET TARGET RETIREMENT 2060 K Mutual Fund | — | — | $83K | $1.3M | 4.9% | |
| STATE ST SANDP 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | $49K | $1.3M | 4.8% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | $86K | $929K | 3.5% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | $43K | $790K | 3.0% | |
| STATE STREET TARGET RETIREMENT 2035 K Mutual Fund | — | — | $50K | $693K | 2.6% | |
| FIDELITY LARGE CAP VALUE INDEX Mutual Fund | — | — | $32K | $580K | 2.2% | |
| FIDELITY U.S. SUSTAINABILITY INDEX INSTL Mutual Fund | — | — | $19K | $485K | 1.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | $14K | $482K | 1.8% | |
| JPMORGAN EQUITY INCOME R6 Mutual Fund | — | — | $18K | $431K | 1.6% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | $5K | $428K | 1.6% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | $13K | $359K | 1.4% | |
| JPMORGAN MID CAP GROWTH R6 Mutual Fund | — | — | $6K | $315K | 1.2% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | — | — | $6K | $297K | 1.1% | |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | $23K | $258K | 1.0% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | $14K | $240K | 0.9% | |
| STATE ST US SHRTTRM GOVCRDT BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | $18K | $195K | 0.7% | |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 229 | Common Collective Trust | — | $3K | $181K | 0.7% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | — | — | — | $174K | 0.7% | |
| PGIM HIGH-YIELD R6 Mutual Fund | — | — | $35K | $168K | 0.6% | |
| MFS MID CAP VALUE R6 Mutual Fund | — | — | $5K | $164K | 0.6% | |
| STATE STREET AGGREGATE BOND INDEX K Mutual Fund | — | — | $2K | $163K | 0.6% | |
| FIDELITY ADVISOR REAL ESTATE INCOME Z Mutual Fund 497 FIDELITY EMERGING MARKETS INDEX Mutual Fund | — | — | $15K | $161K | 0.6% | |
| AB SMALL CAP GROWTH Z Mutual Fund | — | — | $2K | $160K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | — | — | $2K | $157K | 0.6% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund | — | — | $2K | $95K | 0.4% | |
| BLACKROCK HEALTH SCIENCES OPPS K Mutual Fund | — | — | $1K | $93K | 0.3% | |
| STATE STREET TARGET RETIREMENT K Mutual Fund 77 STATE STREET U S LONG GOVT BD NL SER C Mutual Fund | — | — | $13K | $84K | 0.3% | |
| STATE STREET TARGET RETIREMENT 2030 K Mutual Fund | — | — | $6K | $81K | 0.3% | |
| T.ROWE PRICE OVERSEAS STOCK I Mutual Fund | — | — | $6K | $71K | 0.3% | |
| STATE STREET TARGET RETIREMENT 2025 K Mutual Fund | — | — | $6K | $70K | 0.3% | |
| FIDELITY REAL ESTATE INDEX Mutual Fund | — | — | $4K | $62K | 0.2% | |
| MFS INTERNATIONAL NEW DISCOVERY R6 Mutual Fund | — | — | $2K | $51K | 0.2% | |
| JPMORGAN GOVERNMENT BOND R6 Mutual Fund | — | — | $5K | $48K | 0.2% | |
| AMERICAN FUNDS INFLATION LINKED BD R6 Mutual Fund | — | — | $3K | $32K | 0.1% | |
| PIMCO LONG-TERM CREDIT BOND INST Mutual Fund | — | — | $4K | $31K | 0.1% | |
| MFS COMMODITY STRATEGY R6 Mutual Fund | — | — | $3K | $12K | <0.1% |