WE ARE Sharing Hope SC's EIN is 57-0875658.
Download the official 2024 Form 5500 (PDF) for WE ARE Sharing Hope SC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WE ARE Sharing Hope SC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| ASCENSUS, INC. | — | FORT WAYNE, IN | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, 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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 18.6% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $757K | 8.7% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $602K | 6.9% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $564K | 6.5% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $474K | 5.4% | |
| Massachusetts Mutual Life Insurance CompanyGuaranteed Investment Contract | Stable Value | — | — | $469K | 5.4% | |
| T. Rowe Price Dividend Growth I | Other securities | — | — | $413K | 4.8% | |
| LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $369K | 4.2% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $362K | 4.2% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $324K | 3.7% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $322K | 3.7% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $298K | 3.4% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $249K | 2.9% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $195K | 2.2% | |
| LARGE CAP GR/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $154K | 1.8% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $150K | 1.7% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $140K | 1.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $133K | 1.5% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $131K | 1.5% | |
| BlackRock Mid Cap Growth Equity K | Other securities | — | — | $128K | 1.5% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $128K | 1.5% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $113K | 1.3% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $101K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $89K | 1.0% | |
| Nuveen Real Estate Securities Select R6 | Mutual Funds | — | — | $80K | 0.9% | |
| AMERICAN FUNDS EURO GROWTH R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $71K | 0.8% | |
| Columbia Small Cap Value I Instl 3 | Other securities | — | — | $47K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $43K | 0.5% | |
| MFS VALUE R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $40K | 0.5% | |
| Vanguard LifeStrategy Moderate Growth | Mutual Funds | — | — | $32K | 0.4% | |
| PIMCO Int Bond (USD-Hedged) Inst | U.S. Treasuries | — | — | $30K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $30K | 0.3% | |
| Columbia Overseas Value Instl 3 | Other securities | — | — | $16K | 0.2% | |
| PGIM Short-Term Corporate Bd Z | Other securities | — | — | $7K | <0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $6K | <0.1% | |
| VANGUARD LONG-TERM INVESTMENT GRADE VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Mass Mutual US Govt Mny Mkt R5 | Other securities | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Income Inv | Mutual Funds | — | — | $1K | <0.1% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $34K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWRPC LLC | — | PUYALLUP, WA | CONTRACT ADMIN | $3K | — |
