Patty Baird signed The Shyft Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Shyft Group, Inc.'s EIN is 38-2078923.
Download the official 2024 Form 5500 (PDF) for The Shyft Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Shyft Group, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 56,922 shares | Common Collective Trusts | — | — | $11.6M | 10.6% | |
| Fidelity Contrafund 535,951 shares | Mutual Funds | — | — | $11.3M | 10.3% | |
| American Funds AF TRGT DATE 2035 R6 520,878 shares | Mutual Funds | — | — | $9.9M | 9.1% | |
| American Funds AF TRGT DATE 2055 R6 373,879 shares | Mutual Funds | — | — | $9.9M | 9.0% | |
| American Funds AF TRGT DATE 2030 R6 423,166 shares | Mutual Funds | — | — | $7.3M | 6.7% | |
| American Funds AF TRGT DATE 2040 R6 347,189 shares | Mutual Funds | — | — | $7.1M | 6.5% | |
| Fidelity Mid Cap Index 190,990 shares | Mutual Funds | — | — | $6.4M | 5.9% | |
| American Funds AF TRGT DATE 2045 R6 289,045 shares | Mutual Funds | — | — | $6.1M | 5.6% | |
| American Funds AF TRGT DATE 2050 R6 277,948 shares | Mutual Funds | — | — | $5.8M | 5.3% | |
| American Funds AF TRGT DATE 2025 R6 291,847 shares | Mutual Funds | — | — | $4.4M | 4.1% | |
| Fidelity Balanced 114,303 shares | Mutual Funds | — | — | $3.4M | 3.1% | |
| Fidelity Small Cap Index 109,579 shares | Mutual Funds | — | — | $3.0M | 2.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $2.9M | 2.6% | |
| American Funds AF TRGT DATE 2020 R6 207,120 shares | Mutual Funds | — | — | $2.8M | 2.6% | |
| Putnam Large Cap Value Fund Class Y 72,812 shares | Mutual Funds | — | — | $2.5M | 2.3% | |
| Fidelity Managed Income Portfolio 2,451,693 units | Mutual Funds | — | — | $2.5M | 2.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.5M | 2.2% | |
| TCW MetWest Total Return Bond - Class I 220,185 shares | Other securities | — | — | $2.0M | 1.8% | |
| Fidelity Government Money Market 1,751,874 shares | Mutual Funds | — | — | $1.8M | 1.6% | |
| Fidelity Global Index 103,161 shares | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity Spartan US Bond Index 131,710 shares | Mutual Funds | — | — | $1.3M | 1.2% | |
| American Funds AF TRGT DATE 2060 R6 50,036 shares | Mutual Funds | — | — | $897K | 0.8% | |
| Oakmark International - Class R6 32,891 shares | Other securities | — | — | $820K | 0.8% | |
| Invesco Developing Markets - Class R6 19,724 shares | Mutual Funds | — | — | $750K | 0.7% | |
| American Funds AF TRGT DATE 2065 R6 37,895 shares | Mutual Funds | — | — | $663K | 0.6% | |
| Fidelity International Small Cap 20,945 shares | Mutual Funds | — | — | $641K | 0.6% | |
| Shyft Group, Inc. 52,929 shares | Common Stocks | — | — | $623K | 0.6% | |
| PGIM High Yield Fund - Class R6 117,139 shares | Other securities | — | — | $559K | 0.5% | |
| Fidelity Inflation - PR Bond Index 49,541 shares | Mutual Funds | — | — | $440K | 0.4% | |
| Fidelity Real Estate Invst 7,775 shares | Mutual Funds | — | — | $300K | 0.3% |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY GRAYSTONE CONSULTIN | 36-3145972 | — | PLAN ADMINISTRATOR | $25K | — |
