Christy Merrell signed Shepherd Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shepherd Center, Inc.'s EIN is 51-0141601.
Download the official 2024 Form 5500 (PDF) for Shepherd Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shepherd Center, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a self-directed brokerage window, 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 | $142K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $999 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl Plus 86,772 # | Mutual Funds | — | — | $41.6M | 18.6% | |
| Vanguard Target Retrmnt 2040 535,534 # | Mutual Funds | — | — | $23.1M | 10.4% | |
| Vanguard Target Retrmnt 2035 906,556 # | Mutual Funds | — | — | $21.7M | 9.7% | |
| Vanguard Target Retrmnt 2045 705,888 # | Mutual Funds | — | — | $20.9M | 9.4% | |
| Vanguard Target Retrmnt 2025 964,257 # | Mutual Funds | — | — | $18.0M | 8.1% | |
| Vanguard Target Retrmnt 2030 434,871 # | Mutual Funds | — | — | $16.5M | 7.4% | |
| Vanguard Target Retrmnt 2050 240,785 # | Mutual Funds | — | — | $12.0M | 5.4% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | Common Stocks | — | — | $10.6M | 4.7% | |
| Vanguard Target Retrmnt 2055 153,544 # | Mutual Funds | — | — | $8.5M | 3.8% | |
| Vanguard Small Cap Index Inst 64,512 # | Mutual Funds | — | — | $7.4M | 3.3% | |
| Personal Choice Retirement Account Various mutual fund investments # | Self-Directed Brokerage | — | — | $5.9M | 2.6% | |
| Vanguard Target Retrmnt 2020 222,694 # | Mutual Funds | — | — | $5.9M | 2.6% | |
| Vanguard Mid Cap Index Instl 72,390 # | Mutual Funds | — | — | $5.2M | 2.3% | |
| Vanguard Total Intl Stock Idx Instl 40,774 # | Common Collective Trusts | — | — | $5.2M | 2.3% | |
| Vanguard Total Bd Mkt Index Instl 536,796 # | Mutual Funds | — | — | $5.1M | 2.3% | |
| Vanguard Federal Money Market 4,328,629 # | Mutual Funds | — | — | $4.3M | 1.9% | |
| Vanguard Target Retrmnt 2060 54,568 # | Mutual Funds | — | — | $2.8M | 1.3% | |
| Vanguard Target Retrmnt Inc 173,269 # | Mutual Funds | — | — | $2.3M | 1.0% | |
| Vanguard Emerging Mkt Stock Index I 72,591 # | Mutual Funds | — | — | $2.0M | 0.9% | |
| (252 participants) with maturity dates from January 2025 to July 2034 - | Other securities | — | — | $2.0M | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $2.0M | 0.9% | |
| Vanguard Short Term Inv Grade Adm 189,890 # | Mutual Funds | — | — | $2.0M | 0.9% | |
| Vanguard Target Retrmnt 2065 Inv 11,283 # | Mutual Funds | — | — | $379K | 0.2% | |
| State Street Instl US Govt Money Market Premier - # | Cash / Money Market | — | — | $65K | <0.1% | |
| Vanguard Target Retrmnt 2070 Inv 645 # | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
