Joann Trezza signed Shelterlogic Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shelterlogic Corp.'s EIN is 45-2872214.
Download the official 2024 Form 5500 (PDF) for Shelterlogic Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shelterlogic Corp.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Investment Management, Inc. U.S. Equity A Fund | Common Stocks | — | — | $3.8M | 13.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.3M | 11.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.0M | 10.2% | |
| Vanguard Group Target Retirement 2035 Investment Fund | Mutual Funds | — | — | $2.7M | 9.3% | |
| Vanguard Group Target Retirement 2025 Investment Fund | Mutual Funds | — | — | $1.6M | 5.6% | |
| Vanguard Group Target Retirement 2045 Investment Fund | Mutual Funds | — | — | $1.6M | 5.4% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| Metropolitan Management Total Return Bond M Fund | Other securities | — | — | $1.5M | 5.0% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.0% | |
| Vanguard Group Target Retirement 2020 Investment Fund | Mutual Funds | — | — | $1.4M | 4.8% | |
| Vanguard Group Target Retirement 2030 Investment Fund | Mutual Funds | — | — | $1.4M | 4.8% | |
| Blackrock Advisors, LLC Liquidity Treasury Trust Fund Institutional | Common Collective Trusts | — | — | $1.2M | 4.1% | |
| Vanguard Group Target Retirement 2040 Investment Fund | Mutual Funds | — | — | $1.2M | 4.0% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Vanguard Group Target Retirement Income Investment Fund | Mutual Funds | — | — | $968K | 3.3% | |
| Vanguard Group Target Retirement 2050 Investment Fund | Mutual Funds | — | — | $539K | 1.9% | |
| Vanguard Group Target Retirement 2055 Investment Fund | Mutual Funds | — | — | $398K | 1.4% | |
| Participant Loans Interest rates ranging from 4.25% to 10.50% - | Bonds / Notes | — | — | $331K | 1.1% | |
| Vanguard Group Target Retirement 2060 Investment Fund | Mutual Funds | — | — | $181K | 0.6% | |
| Vanguard Group Target Retirement 2065 Investment Fund | Mutual Funds | — | — | $24K | <0.1% | |
| (E) | Other securities | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
