Megha SHAH signed Shamit Management Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shamit Management Inc.'s EIN is 30-0175485.
Download the official 2024 Form 5500 (PDF) for Shamit Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shamit Management Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $437K | 13.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 985 REGISTERED INVESTMENT COMPANY AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $336K | 10.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $323K | 10.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $267K | 8.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $267K | 8.4% | |
| THE HARTFORD MIDCAP FUND - R6 21 REGISTERED INVESTMENT COMPANY AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $194K | 6.1% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $181K | 5.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $175K | 5.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $167K | 5.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $108K | 3.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $92K | 2.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $85K | 2.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $65K | 2.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $64K | 2.0% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $55K | 1.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $51K | 1.6% | |
| MORGAN STANLEY GROWTH -I | Registered Investment Companies | — | — | $48K | 1.5% | |
| TRANSAMERICA INTL EQUITY R6 | Registered Investment Companies | — | — | $47K | 1.5% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $45K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $42K | 1.3% | |
| MACQUARIE SMALL CAP VALUE INST | Registered Investment Companies | — | — | $38K | 1.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $10K | 0.3% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $7K | 0.2% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $7K | 0.2% | |
| THE HARTFORD BALANCED INC R5 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $8K |
| — |
