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Original filing (PDF)20251014100455NAL0003573136001
SHAMIN MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
SHAMIN MANAGEMENT 1 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,563
Accounts w/ balance
506
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAMIN MANAGEMENT, LLC.
Plan sponsor
Name
SHAMIN MANAGEMENT, LLC
EIN
54-1868092
Address
300 EAST FRANKLIN STREET · RICHMOND, VA · 23219
Phone
(804) 777-9000
Industry
Accommodation & Food Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
L2G, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $35K | — |
Investments
28 direct securities · 2 pooled funds· $7.5M(99% 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
$7.1M
28 holdings
Common Collective Trust
$481K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 A Fund | — | — | — | $988K | 13.0% | |
| Fidelity Freedom 2025 A Fund | — | — | — | $745K | 9.8% | |
| Fidelity Freedom 2045 A Fund | — | — | — | $707K | 9.3% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $586K | 7.7% | |
| Fidelity Freedom 2030 A Fund | — | — | — | $530K | 7.0% | |
| AB Large Cap Growth Fund | — | — | — | $438K | 5.8% | |
| Fidelity Freedom 2040 A Fund | — | — | — | $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 | — | — | — | $351K | 4.6% | |
| Vanguard MidCap Index Fund Adm Fund | — | — | — | $338K | 4.4% | |
| Vanguard Small Cap Index Adm Fund | — | — | — | $268K | 3.5% | |
| Fidelity Freedom 2050 A Fund | — | — | — | $259K | 3.4% | |
| Franklin Rising Dividends Fund | — | — | — | $229K | 3.0% | |
| Fidelity Freedom 2060 A Fund | — | — | — | $202K | 2.7% | |
| Columbia Select Large CapVal Fund | — | — | — | $199K | 2.6% | |
| Goldman Sachs Emerging Market Equity Insights Fund | — | — | — | $159K | 2.1% | |
| Participants loans Interest rates range from 8.50% to 9.50% - | — | — | — | $132K | 1.7% | |
| Columbia Overseas Value Fund | — | — | — | $125K | 1.6% | |
| PIMCO Income Fund | — | — | — | $106K | 1.4% | |
| Fidelity Freedom 2020 A Fund | — | — | — | $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 | — | — | — | $80K | 1.1% | |
| Investco Core Plus Bond Fund | — | — | — | $29K | 0.4% | |
| Vanguard Total Bd Mkt IndexAdm Fund | — | — | — | $25K | 0.3% | |
| Fidelity Freedom Inc A Fund | — | — | — | $20K | 0.3% | |
| Fidelity Freedom Inc 2010 A Fund | — | — | — | $11K | 0.1% | |
| Fidelity Freedom 2065 Fund | — | — | — | $9K | 0.1% | |
| MFS International Diversif R3 Fund | — | — | — | $4K | <0.1% | |
| Vanguard Total IntlStk IndxAdm Fund | — | — | — | $2K | <0.1% | |
| Fidelity Freedom 2015 A Fund | — | — | — | $1K | <0.1% |
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