Grayson Owen signed Shamin Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shamin Management, LLC's EIN is 54-1868092.
Download the official 2024 Form 5500 (PDF) for Shamin Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shamin Management, 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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $35K | — |
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 Freedom 2035 A Fund | Mutual Funds | — | — | $988K | 13.0% | |
| Fidelity Freedom 2025 A Fund | Mutual Funds | — | — | $745K | 9.8% | |
| Fidelity Freedom 2045 A Fund | Mutual Funds | — | — | $707K | 9.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $586K | 7.7% | |
| Fidelity Freedom 2030 A Fund | Mutual Funds | — | — | $530K | 7.0% | |
| AB Large Cap Growth Fund | Other securities | — | — | $438K | 5.8% | |
| Fidelity Freedom 2040 A Fund | Mutual Funds | — | — | $416K | 5.5% | |
| METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $390K | 5.1% | |
| Fidelity Freedom 2055 A Fund | Mutual Funds | — | — | $351K | 4.6% | |
| Vanguard MidCap Index Fund Adm Fund | Common Collective Trusts | — | — | $338K | 4.4% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $268K | 3.5% | |
| Fidelity Freedom 2050 A Fund | Mutual Funds | — | — | $259K | 3.4% | |
| Franklin Rising Dividends Fund | Mutual Funds | — | — | $229K | 3.0% | |
| Fidelity Freedom 2060 A Fund | Mutual Funds | — | — | $202K | 2.7% | |
| Columbia Select Large CapVal Fund | Other securities | — | — | $199K | 2.6% | |
| Goldman Sachs Emerging Market Equity Insights Fund | Other securities | — | — | $159K | 2.1% | |
| Participants loans Interest rates range from 8.50% to 9.50% - | Bonds / Notes | — | — | $132K | 1.7% | |
| Columbia Overseas Value Fund | Other securities | — | — | $125K | 1.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $106K | 1.4% | |
| Fidelity Freedom 2020 A Fund | Mutual Funds | — | — | $106K | 1.4% | |
| MASS MUTUAL POOLED STABLE TRUST WILMINGTON TRUST COMPANY · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $92K | 1.2% | |
| Virtus RealEstate Securities Fund | Other securities | — | — | $80K | 1.1% | |
| Investco Core Plus Bond Fund | Other securities | — | — | $29K | 0.4% | |
| Vanguard Total Bd Mkt IndexAdm Fund | Mutual Funds | — | — | $25K | 0.3% | |
| Fidelity Freedom Inc A Fund | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity Freedom Inc 2010 A Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $9K | 0.1% | |
| MFS International Diversif R3 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Total IntlStk IndxAdm Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom 2015 A Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
