Kristin Moretz signed Shift4 Payments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shift4 Payments, LLC's EIN is 46-5216257.
Download the official 2024 Form 5500 (PDF) for Shift4 Payments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shift4 Payments, LLC'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $11.5M | 12.1% | |
| American Funds 2035 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $10.6M | 11.2% | |
| American Funds 2045 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $9.6M | 10.1% | |
| Fidelity 500 Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $8.7M | 9.1% | |
| American Funds 2050 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $8.6M | 9.0% | |
| American Funds 2030 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $7.9M | 8.3% | |
| American Funds 2025 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $6.7M | 7.1% | |
| American Funds 2055 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $6.3M | 6.6% | |
| JP Morgan Large Cap Growth Fund R6 Interest in registered investment companies xx | Other securities | — | — | $5.9M | 6.2% | |
| American Funds 2020 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $3.0M | 3.1% | |
| American Funds 2065 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $2.0M | 2.1% | |
| American Funds 2060 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $1.9M | 2.0% | |
| maturing through August 2032 - | Other securities | — | — | $1.6M | 1.7% | |
| Fidelity Extended Market Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $1.4M | 1.5% | |
| Vanguard Federal Money Market Fund Interest in money market fund xx | Mutual Funds | — | — | $1.4M | 1.5% | |
| Met Life Stable Value Fund Interest in registered investment companies xx | Stable Value | — | — | $1.3M | 1.4% | |
| Putnam Large Cap Growth Value Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $1.1M | 1.1% | |
| Dodge & Cox Income Fund Class I Interest in registered investment companies xx | Mutual Funds | — | — | $889K | 0.9% | |
| American Funds New World Fund Interest in registered investment companies xx | Mutual Funds | — | — | $808K | 0.9% | |
| Fidelity International Index Institutional Fund Interest in registered investment companies xx | Mutual Funds | — | — | $662K | 0.7% | |
| MFS International Growth Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $598K | 0.6% | |
| Fidelity Small Cap Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $589K | 0.6% | |
| American Funds 2010 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $534K | 0.6% | |
| Cohen & Steers Institutional Realty Fund Interest in registered investment companies xx | Other securities | — | — | $524K | 0.6% | |
| PIMCO Income Fund Institutional Class Interest in registered investment companies xx | Mutual Funds | — | — | $443K | 0.5% | |
| American Funds 2015 Target Date Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $416K | 0.4% | |
| BLF Money Fund Interest in money market fund xx | Cash / Money Market | — | — | $1K | <0.1% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | 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.
