Laurie Mullins-Darcy signed SHL US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHL US LLC's EIN is 47-0958091.
Download the official 2024 Form 5500 (PDF) for SHL US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SHL US LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 18.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.3M | 16.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.8M | 13.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.8M | 13.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.7M | 8.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.5M | 7.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.4M | 6.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $823K | 4.1% | |
| MFS Growth R6 Fund | Mutual Funds | — | — | $597K | 2.9% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $255K | 1.3% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $195K | 1.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $168K | 0.8% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $149K | 0.7% | |
| Invesco Discovery R6 Fund | Mutual Funds | — | — | $147K | 0.7% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $134K | 0.7% | |
| Participant Loans | Participant loans | — | — | $111K | 0.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $104K | 0.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $101K | 0.5% | |
| Victory Integrity Small Cap Value R6 Fund | Other securities | — | — | $84K | 0.4% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $83K | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $48K | 0.2% | |
| PGIM Total Retirement Bond R6 Fund | U.S. Treasuries | — | — | $42K | 0.2% | |
| Vanguard Target Retirement Income Index Fund | Common Collective Trusts | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
