Darlene Ropelewski signed SHL Pharma, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHL Pharma, LLC's EIN is 27-3069241.
Download the official 2024 Form 5500 (PDF) for SHL Pharma, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SHL Pharma, LLC'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 |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | 81-3968784 | — | SERVICE PROVIDER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INSURANCE SERVICE | — | HOUSTON, TX | TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 15.2% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $1.5M | 9.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.2M | 7.8% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.2M | 7.6% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $940K | 5.9% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $909K | 5.7% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $767K | 4.8% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $754K | 4.7% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $711K | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $530K | 3.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $515K | 3.2% | |
| John Hancock Bond Fund | Other securities | — | — | $501K | 3.2% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $443K | 2.8% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $424K | 2.7% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $372K | 2.3% | |
| Voya Fixed Account | Other securities | — | — | $361K | 2.3% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $274K | 1.7% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $256K | 1.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $249K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $241K | 1.5% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $238K | 1.5% | |
| Voya Government Money Market Fund ** 306 * Notes receivable from participants Interest rates of 4.25% to 9.50% | Cash / Money Market | — | — | $219K | 1.4% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $196K | 1.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $147K | 0.9% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $136K | 0.9% | |
| PGIM High Yield Fund | Other securities | — | — | $122K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $109K | 0.7% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $101K | 0.6% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $11K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $9K | <0.1% | |
| T. Rowe Price Retirement Balance Fund | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
