Elena Torgan signed Shape Technologies Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shape Technologies Group, Inc.'s EIN is 46-3275009.
Download the official 2024 Form 5500 (PDF) for Shape Technologies Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shape Technologies Group, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISOR | $80K | — |
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 Target Retirement 2035 | Mutual Funds | — | — | $11.7M | 12.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $11.7M | 12.5% | |
| Vanguard Institutional Index I | Mutual Funds | — | — | $10.8M | 11.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $7.7M | 8.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5.9M | 6.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $5.7M | 6.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $4.9M | 5.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.9M | 4.2% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $3.7M | 3.9% | |
| WILMINGTON TRUST MFS GR CIT CLASS L WILMINGTON TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $3.5M | 3.7% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $2.8M | 3.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.7M | 2.9% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $2.4M | 2.6% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $1.7M | 1.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 1.8% | |
| Principal CIT Eq Inc A-I | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| PRINCIPAL CIT EQ INC A-I PRINCIPAL · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.7% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $1.5M | 1.6% | |
| JPMorgan Mid Cap Value L | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard Total Bond Market Index I | Mutual Funds | — | — | $1.3M | 1.4% | |
| PRUDENTIAL CORE PLUS BD I2 PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $933K | 1.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $858K | 0.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $837K | 0.9% | |
| American Beacon Small Cap Value | Other securities | — | — | $679K | 0.7% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $594K | 0.6% | |
| Neuberger Berman Real Estate R6 | Other securities | — | — | $532K | 0.6% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $450K | 0.5% | |
| Invesco International Small-Mid Company R6 | Mutual Funds | — | — | $396K | 0.4% | |
| PIMCO All Asset Instl | Mutual Funds | — | — | $355K | 0.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $236K | 0.3% | |
| State Street Bank Cash | Cash / Money Market | — | — | $73K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $28K | <0.1% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
