Wendi Newton signed Shock Doctor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shock Doctor, Inc.'s EIN is 41-1691873.
Download the official 2024 Form 5500 (PDF) for Shock Doctor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shock Doctor, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21 | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $0 | — |
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 500 INDEX ADMIRAL N/R | Common Collective Trusts | — | — | $2.6M | 19.7% | |
| TCW METWEST TOTAL RETURN BOND N/R | Other securities | — | — | $1.4M | 10.7% | |
| PLAN VANGUARD EQUITY-INCOME ADM N/R | Mutual Funds | — | — | $1.3M | 9.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 9.8% | |
| NEW YORK LIFE WINSLOW LARGE CAP GROWTH N/R | Other securities | — | — | $1.0M | 7.7% | |
| INVESTMENTS R6 JPMORGAN MID CAP VALUE A N/R | Other securities | — | — | $751K | 5.8% | |
| VANGUARD INFLATION-PROTECTED SECS N/R | Mutual Funds | — | — | $515K | 4.0% | |
| ADM VANGUARD EXPLORER ADM N/R | Mutual Funds | — | — | $491K | 3.8% | |
| PGIM HIGH-YIELD R6 N/R | Other securities | — | — | $482K | 3.7% | |
| VANGUARD SMALL CAP INDEX ADM N/R | Mutual Funds | — | — | $461K | 3.5% | |
| CAUSEWAY INTERNATIONAL VALUE INSTL N/R | Other securities | — | — | $392K | 3.0% | |
| AMERICAN BEACON SMALL CP VAL R5 N/R | Other securities | — | — | $376K | 2.9% | |
| INVESCO DEVELOPING MARKETS Y N/R | Mutual Funds | — | — | $370K | 2.8% | |
| EATON VANCE ATLANTA CAPITAL SMID-CAP A N/R | Other securities | — | — | $342K | 2.6% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL N/R | Common Collective Trusts | — | — | $327K | 2.5% | |
| FRANKLIN CONVERTIBLE SECURITIES A N/R | Mutual Funds | — | — | $306K | 2.4% | |
| VANGUARD TOTAL INTL STOCK INDEX N/R | Mutual Funds | — | — | $268K | 2.1% | |
| ADMIRAL HARDING LOEVNER INTERNATIONAL EQ INSTL N/R | Other securities | — | — | $226K | 1.7% | |
| VANGUARD TOTAL BOND MARKET INDEX N/R | Mutual Funds | — | — | $109K | 0.8% | |
| Participant Loans Interest rates are between 3.25% $0 | Bonds / Notes | — | — | $91K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
