Christine Bryan signed West Shore Home, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Shore Home, LLC's EIN is 30-0371596.
Download the official 2024 Form 5500 (PDF) for West Shore Home, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Shore Home, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $263K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $13.3M | 21.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.9M | 14.3% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $8.2M | 13.2% | |
| Fidelity Investments Fidelity Advisor International Growth Fund Class Z | Mutual Funds | — | — | $5.5M | 8.8% | |
| Registered Investment Companies Brandes International Equity R6 | Other securities | — | — | $3.6M | 5.8% | |
| SMALL CAP VALUE FUND III FEE CL R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $3.1M | 5.0% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $3.0M | 4.8% | |
| SMALL CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-4156288 / PN 000 | Common Collective Trust | — | — | $3.0M | 4.8% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $2.7M | 4.4% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $1.8M | 3.0% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 | Other securities | — | — | $1.8M | 2.9% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $1.6M | 2.6% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| Federated Hermes Institutional High Yield Bond | Other securities | — | — | $1.3M | 2.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $813K | 1.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $771K | 1.2% | |
| Investment Contract with Insurance Company * Great-West Funds EI Fixed Account - Series Class II | Common Stocks | — | — | $456K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2055 CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $218K | 0.3% | |
| INDEXSELECT MODERATE 2035 CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $204K | 0.3% | |
| INDEXSELECT MODERATE 2024 CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $161K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2045 CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $113K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $110K | 0.2% | |
| INDEXSELECT MODERATE 2055 FUNDCL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $68K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2035 CL R6 GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $36K | <0.1% | |
| Great Gray Indexselect Moderate 2026 Fund Cl R6 | Other securities | — | — | $31K | <0.1% | |
| INDEXSELECT MOD 2065 FUND CL R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $31K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 CL R6 GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT CONVERVATIVE 2045 CL R GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 CL R6 GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE RET CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET CL R6 GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $252 | <0.1% | |
| INDEXSELECT MODERATE RETIRE CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $168 | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL 1 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 CL I GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONVERVATIVE 2055 CL I GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 CL I GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 CL R6 GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE CL I GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE RET CL I GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 CL I GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 CL I GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL |
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $101K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC | 27-2487837 | HARRISBURG, PA | THIRD PARTY ADMINISTRATO | $25K | — |
