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Original filing (PDF)20251015161059NAL0002609859001
SHARE OUR STRENGTH
Form 5500
FILING_RECEIVED
SHARE OUR STRENGTH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
244
Accounts w/ balance
362
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARE OUR STRENGTH.
Plan sponsor
Name
SHARE OUR STRENGTH
EIN
52-1367538
Address
1030 15TH ST NW STE 1100W · WASHINGTON, DC · 200051531
Phone
(202) 649-4365
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $114K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
12 direct securities · 9 pooled funds· $39.7M(100% of reported assets)
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.
Uncategorized
$15.0M
11 holdings
Common Collective Trust
$12.5M
5 holdings
Pooled Separate Account
$8.0M
4 holdings
Mutual Funds
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.8M | 14.9% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.0M | 12.7% | |
| Vanguard Group Equity Income Fund Admiral | Mutual Funds | — | — | $4.2M | 10.7% | |
| Investments at Contract Value * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $4.1M | 10.4% | |
| Vanguard Group Total International Stock Index Fund Admiral | — | — | — | $3.4M | 8.7% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $3.0M | 7.7% | |
| Vanguard Group Mid Cap Index Fund Admiral | — | — | — | $2.5M | 6.4% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2.2M | 5.6% | |
| Vanguard Group Total Bond Market Index Fund Admiral | — | — | — | $2.2M | 5.5% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.5M | 3.9% | |
| Vanguard Group Mid Cap Growth Index Fund Admiral | — | — | — | $1.3M | 3.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.0M | 2.6% | |
| Principal Life Insurance Company Small Cap Growth I SA-Z | — | — | — | $1.0M | 2.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.0M | 2.6% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $795K | 2.0% | |
| BlackRock High Yield Bond Fund K | — | — | — | $221K | 0.6% | |
| TIAA-CREF Social Choice International Equity Fund I | — | — | — | $164K | 0.4% | |
| Calvert Funds Calvert US Large Cap Core Responsible Index Fund R6 | — | — | — | $146K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $102K | 0.3% | |
| Alliance Bernstein AB Global Bond Fund Z | — | — | — | $27K | <0.1% | |
| TIAA-CREF Core Impact Bond Fund Institutional | — | — | — | $12K | <0.1% |
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