JEFF Johnson signed Mike Shaw Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mike Shaw Management, Inc.'s EIN is 33-1089191.
Download the official 2024 Form 5500 (PDF) for Mike Shaw Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mike Shaw Management, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER SECURITIES LLC | 36-4454225 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity** Freedom 2020 Fund | Mutual Funds | — | — | $1.4M | 17.7% | |
| Fidelity** Freedom 2040 Fund | Mutual Funds | — | — | $971K | 12.2% | |
| BNY Mellon S&P 500 Index Fund | Common Collective Trusts | — | — | $788K | 9.9% | |
| Fidelity** Freedom 2025 Fund | Mutual Funds | — | — | $507K | 6.4% | |
| Fidelity** Freedom 2050 Fund | Mutual Funds | — | — | $484K | 6.1% | |
| Fidelity** Freedom 2035 Fund | Mutual Funds | — | — | $469K | 5.9% | |
| Fidelity** Freedom 2055 Fund | Mutual Funds | — | — | $463K | 5.8% | |
| Fidelity** Freedom 2060 Fund | Mutual Funds | — | — | $426K | 5.4% | |
| Fidelity** Freedom 2045 Fund | Mutual Funds | — | — | $411K | 5.2% | |
| Fidelity** Freedom 2065 Fund | Mutual Funds | — | — | $295K | 3.7% | |
| Columbia Mid-Cap Index fund | Common Collective Trusts | — | — | $194K | 2.4% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $194K | 2.4% | |
| Fidelity** Freedom 2030 Fund | Mutual Funds | — | — | $190K | 2.4% | |
| maturing at various dates through September 2032, secured by participant vested account balances - | Other securities | — | — | $164K | 2.1% | |
| MFS Limited Maturity Fund | Mutual Funds | — | — | $151K | 1.9% | |
| Fidelity** New Inisights Fund | Mutual Funds | — | — | $124K | 1.6% | |
| Fidelity** Strategic Income Fund * 907 Fidelity** Freedom Income Fund * 519 Heartland Value Plus Fund * 286 Fidelity** Money market fund - Government Money Market Fund | Mutual Funds | — | — | $108K | 1.4% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $95K | 1.2% | |
| BlackRock Equity Dividend fund | Other securities | — | — | $71K | 0.9% | |
| PGIM Jennsion Mid-Cap Growth Fund | Other securities | — | — | $69K | 0.9% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $66K | 0.8% | |
| Columbia Small-Cap Index Fund | Common Collective Trusts | — | — | $59K | 0.7% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $58K | 0.7% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $52K | 0.6% | |
| BNY Mellon Bond Market Index fund | Common Collective Trusts | — | — | $37K | 0.5% | |
| Thornburg International Equity Fund | Other securities | — | — | $29K | 0.4% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $24K | 0.3% | |
| Fidelity** Freedom 2015 Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity** Freedom 2070 Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $9K | — |
