Brian Allen signed Shelco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shelco, LLC's EIN is 56-1190111.
Download the official 2024 Form 5500 (PDF) for Shelco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shelco, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $964 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $15.5M | 95.1% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.9M | 11.9% | |
| TRP RET BLEND SELCT TRST 2035 1 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.7M | 10.5% | |
| TRP RET BLEND SELCT TRST 2025 1 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.3M | 7.9% | |
| TRP RET BLEND SELCT TRST 2055 1 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $708K | 4.3% | |
| TRP RET BLEND SEL TRST 2045 1 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $681K | 4.2% | |
| TRP RET BLEND SEL TRST 2050 1 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $599K | 3.7% | |
| TRP RET BLEND SELCT TRST 2040 1 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $452K | 2.8% | |
| TRP RET BLEND SELCT TRST 2060 1 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $190K | 1.2% | |
| TRP RET BLEND SELCT TRST 2015 1 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $182K | 1.1% | |
| TRP RET BLEND SELCT TRST 2065 1 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $40K | 0.2% | |
| TRP RET BLEND SELCT TRST 2030 1 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $38K | 0.2% | |
| TRP RET BLEND SEL TRST 2020 1 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $11K | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT BAL M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP VALUE A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM S&P 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2045 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2055 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON MID CAP VALUE S JANUS HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2035 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2020 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2030 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2025 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2040 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2060 M4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB DISCOVERY GROWTH A ALLIANCEBERNSTEIN · EIN 84-1455663 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2050 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTMNT 2015 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| SAN DIEGO, CA |
| BROKER/ADVISER |
| $0 |
| — |
