Janna H. Chilton signed Shurtape Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shurtape Technologies LLC's EIN is 56-1941023.
Download the official 2024 Form 5500 (PDF) for Shurtape Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shurtape Technologies LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | CONSULTANT | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $15.5M | 11.0% | |
| BlackRock LifePath 2030 | Other securities | — | — | $15.3M | 10.9% | |
| BlackRock LifePath 2035 | Other securities | — | — | $13.8M | 9.8% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $13.2M | 9.4% | |
| HARBOR CAPITAL APPRC CIT CL R HARBOR CAPITAL · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $13.1M | 9.3% | |
| BlackRock LifePath 2040 | Other securities | — | — | $10.2M | 7.2% | |
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.7M | 6.9% | |
| BlackRock LifePath 2050 | Other securities | — | — | $8.4M | 5.9% | |
| BlackRock LifePath 2045 | Other securities | — | — | $7.9M | 5.6% | |
| American Beacon Large Cap Value Fund R6 | Mutual Funds | — | — | $5.6M | 4.0% | |
| BlackRock LifePath 2055 | Other securities | — | — | $5.5M | 3.9% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | Other securities | — | $4.5M | $4.8M | 3.4% | |
| November 2033 | Other securities | — | — | $3.8M | 2.7% | |
| BlackRock LifePath 2060 | Other securities | — | — | $3.7M | 2.6% | |
| Prudential Total Return Bond Bd R6 | Other securities | — | — | $1.7M | 1.2% | |
| Prudential Jennison Mid Cap Growth R6 | Other securities | — | — | $1.7M | 1.2% | |
| Victory Sycamore Small Comp R6 | Other securities | — | — | $1.5M | 1.0% | |
| MFS MID CAP VALUE FUND CLASS CT WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| Principal Small Cap Growth R6 | Other securities | — | — | $1.1M | 0.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $777K | 0.6% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $744K | 0.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $663K | 0.5% | |
| BlackRock Inflation Protected Bond Fund K | Other securities | — | — | $416K | 0.3% | |
| Vanguard Total Bd Mrk Index Adm | Mutual Funds | — | — | $363K | 0.3% | |
| BlackRock LifePath 2065 | Other securities | — | — | $141K | 0.1% | |
| Money Market BlackRock BLF FedFund | Cash / Money Market | — | — | $9K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $8K | $8K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 56-0747891 | — | ACCOUNTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TROUTMAN SANDERS LLP | 58-0946915 | — | OTHER | $18K | — |
