Justin Hager signed Shively Bros., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shively Bros., Inc.'s EIN is 38-1334301.
Download the official 2024 Form 5500 (PDF) for Shively Bros., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shively Bros., 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.8M | 98.1% | |
| AGGRESSIVE GROWTH FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 009 | Common Collective Trust | — | — | $596K | 7.5% | |
| MODERATE GROWTH FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 008 | Common Collective Trust | — | — | $577K | 7.3% | |
| CONSERVATIVE GROWTH FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 007 | Common Collective Trust | — | — | $264K | 3.3% | |
| CONSERVATIVE INCOME FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 005 | Common Collective Trust | — | — | $172K | 2.2% | |
| METLIFE STABLE VALUE FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $110K | 1.4% | |
| MODERATE INCOME FUND ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 006 | Common Collective Trust | — | — | $63K | 0.8% |
