Lindsay Karls signed Sheltered Wings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheltered Wings, Inc.'s EIN is 39-1649048.
Download the official 2024 Form 5500 (PDF) for Sheltered Wings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheltered Wings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $4.2M | 15.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $3.8M | 14.5% | |
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $2.4M | 9.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.3M | 8.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.2M | 8.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.8M | 7.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds | Mutual Funds | — | — | $1.0M | 3.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 000 | Common Collective Trust | — | — | $786K | 3.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $759K | 2.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Funds | Mutual Funds | — | — | $532K | 2.0% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $514K | 2.0% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | Mutual Funds | — | — | $478K | 1.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $454K | 1.7% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $425K | 1.6% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $392K | 1.5% | |
| T. ROWE PRICE OVERSEAS STOCK I Mutual Funds | Other securities | — | — | $379K | 1.4% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $302K | 1.2% | |
| THE STANDARD STABLE ASSET II THE STANDARD · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $286K | 1.1% | |
| JPMORGAN MID CAP GROWTH R6 Mutual Funds | Other securities | — | — | $262K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $243K | 0.9% | |
| JANUS HENDERSON VENTURE N Mutual Funds | Mutual Funds | — | — | $192K | 0.7% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Mutual Funds | Other securities | — | — | $183K | 0.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $180K | 0.7% | |
| PRINCIPAL GLOBAL DIV INC INSTL Mutual Funds | Common Stocks | — | — | $171K | 0.7% | |
| FIDELITY INFLATION PROTECTED BOND INDEX Mutual Funds | Mutual Funds | — | — | $166K | 0.6% | |
| GUGGENHEIM TOTAL RETURN BOND R6 Mutual Funds | Other securities | — | — | $127K | 0.5% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $118K | 0.5% | |
| PIMCO TOTAL RETURN INSTL Mutual Funds | Mutual Funds | — | — | $107K | 0.4% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $78K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $8K | <0.1% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $68K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK RETIREMENT GROUP DBA TGB | — | MADISON, WI | CONTRACT ADMIN | $14K | — |
