Christopher Shafer signed Shook Construction Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shook Construction Co.'s EIN is 31-0443680.
Download the official 2024 Form 5500 (PDF) for Shook Construction Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shook Construction Co.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | 34-1753575 | — | CONSULTANT | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Harbor Capital 34,944 shares | Other securities | — | $35K | $4.0M | 13.6% | |
| Vanguard Target Retirement 2045 114,815 shares | Mutual Funds | — | $115K | $3.4M | 11.7% | |
| Vanguard 500 Index 5,079 shares | Common Collective Trusts | — | $5K | $2.8M | 9.5% | |
| Fidelity Government Money Market Fund 464 shares 464 H&W Large Cap Value 41,134 shares | Mutual Funds | — | $41K | $1.7M | 5.8% | |
| Invesco Stable Value Trust 1,658,740 shares | Stable Value | — | $1.7M | $1.7M | 5.7% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.7% | |
| Vanguard Wellington 36,489 shares | Mutual Funds | — | $36K | $1.6M | 5.4% | |
| DFA US Target Value 41,188 shares | Mutual Funds | — | $41K | $1.4M | 4.9% | |
| Dodge & Cox International Stock 27,885 shares | Mutual Funds | — | $28K | $1.4M | 4.8% | |
| Vanguard Target Retirement 2035 57,247 shares | Mutual Funds | — | $57K | $1.4M | 4.7% | |
| Vanguard Target Retirement 2050 26,615 shares | Mutual Funds | — | $27K | $1.3M | 4.5% | |
| Lord Abbet Developing Growth Fund 34,914 shares | Other securities | — | $35K | $1.0M | 3.6% | |
| Vanguard International Growth Admiral 10,282 shares | Mutual Funds | — | $10K | $1.0M | 3.6% | |
| Vanguard Target Retirement 2040 22,655 shares | Mutual Funds | — | $23K | $979K | 3.4% | |
| Vanguard Target Retirement 2055 17,498 shares | Mutual Funds | — | $17K | $973K | 3.3% | |
| Metwest Total Return Bond 97,118 shares | Other securities | — | $97K | $861K | 3.0% | |
| Vanguard Target Retirement 2060 16,378 shares | Mutual Funds | — | $16K | $839K | 2.9% | |
| Vanguard Target Retirement 2030 20,171 shares | Mutual Funds | — | $20K | $764K | 2.6% | |
| Vanguard Target Retirement 2020 26,604 shares | Mutual Funds | — | $27K | $704K | 2.4% | |
| Vanguard Emerging Markets Stock Index 12,719 shares | Mutual Funds | — | $13K | $468K | 1.6% | |
| Vanguard Target Retirement 2025 22,976 shares | Mutual Funds | — | $23K | $429K | 1.5% | |
| Vanguard Target Retirement Income 21,522 shares | Mutual Funds | — | $22K | $282K | 1.0% | |
| Vanguard Target Retirement 2065 5,300 shares | Mutual Funds | — | $5K | $178K | 0.6% | |
| maturing 2025-2029 | Other securities | — | — | $32K | 0.1% | |
| Vanguard Target Retirement 2070 275 shares | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
