ALAN Fritts signed Shearer's Foods, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shearer's Foods, LLC's EIN is 34-1319359.
Download the official 2024 Form 5500 (PDF) for Shearer's Foods, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shearer's Foods, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $428K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNE | 47-1411118 | — | INVESTMENT ADVISORY | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $16.2M | 12.1% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $15.6M | 11.6% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $14.0M | 10.5% | |
| Vanguard Group Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $13.8M | 10.3% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $13.8M | 10.3% | |
| Vanguard Group Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $12.1M | 9.0% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $11.5M | 8.6% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $7.9M | 5.9% | |
| Vanguard Group Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.6M | 3.5% | |
| Participant loans Interest rates from 3.25% to 9.50% - 0 - | Bonds / Notes | — | — | $4.0M | 3.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.8% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $2.5M | 1.9% | |
| Alliance Bernstein AB Large Cap Growth Fund | Mutual Funds | — | — | $2.3M | 1.7% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.1M | 1.6% | |
| Capital Research and Management Company American Funds New Perspectives Fund | Mutual Funds | — | — | $1.5M | 1.1% | |
| Putnam Investment Management Company Putnam Large Cap Value Fund | Mutual Funds | — | — | $1.2M | 0.9% | |
| Capital Research and Management Company American Funds Bond Fund of America | Mutual Funds | — | — | $1.1M | 0.8% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $942K | 0.7% | |
| MFS Investment Managment MFS Mid Cap Growth Fund | Mutual Funds | — | — | $885K | 0.7% | |
| Vanguard Group Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $741K | 0.6% | |
| Vanguard Group Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $719K | 0.5% | |
| Vanguard Group Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $613K | 0.5% | |
| Vanguard Group Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $577K | 0.4% | |
| Vanguard Group Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $561K | 0.4% | |
| Fidelity Small Cap Grwth Fund | Mutual Funds | — | — | $514K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $421K | 0.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT | $11K | — |
