Julie Thomas signed Shepherd Construction Co. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shepherd Construction Co. Inc.'s EIN is 58-0548372.
Download the official 2024 Form 5500 (PDF) for Shepherd Construction Co. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shepherd Construction Co. Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2030 K 133,473 # | Mutual Funds | — | — | $2.3M | 22.1% | |
| FIDELITY CONTRAFUND 66,016 # | Mutual Funds | — | — | $1.4M | 13.1% | |
| FIDELITY 500 INDEX 5,323 # | Common Collective Trusts | — | — | $1.1M | 10.3% | |
| Fidelity Government Money Market Fund 779,697 # | Mutual Funds | — | — | $780K | 7.4% | |
| FIDELITY FREEDOM 2050 K 53,203 # | Mutual Funds | — | — | $726K | 6.9% | |
| FIDELITY FREEDOM 2025 K 52,862 # | Mutual Funds | — | — | $719K | 6.8% | |
| FIDELITY FREEDOM 2040 K 48,524 # | Mutual Funds | — | — | $561K | 5.3% | |
| FIDELITY FREEDOM 2035 K 24,457 # | Mutual Funds | — | — | $383K | 3.6% | |
| FIDELITY FREEDOM 2020 K 25,700 # | Mutual Funds | — | — | $369K | 3.5% | |
| BAIRD CORE PLUS BOND CLASS INVESTOR 34,744 # | Other securities | — | — | $366K | 3.4% | |
| FIDELITY SMALL CAP VALUE 17,260 # | Mutual Funds | — | — | $351K | 3.3% | |
| FIDELITY INTERNATIONAL INDEX 3,797 # | Mutual Funds | — | — | $181K | 1.7% | |
| FIDELITY SMALL CAP GROWTH 4,976 # | Mutual Funds | — | — | $167K | 1.6% | |
| FIDELITY FREEDOM 2060 K 10,048 # | Mutual Funds | — | — | $146K | 1.4% | |
| JPMORGAN US VALUE R6 1,562 # | Other securities | — | — | $130K | 1.2% | |
| FIDELITY FREEDOM 2045 K 9,114 # | Mutual Funds | — | — | $123K | 1.2% | |
| FIDELITY OVERSEAS 1,826 # | Mutual Funds | — | — | $114K | 1.1% | |
| FIDELITY FREEDOM 2055 K 6,322 # | Mutual Funds | — | — | $100K | 0.9% | |
| ALLSPRING SPECIAL MID CAP VALUE FUND 1,887 # | Other securities | — | — | $89K | 0.8% | |
| FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND 8,492 # | U.S. Treasuries | — | — | $80K | 0.8% | |
| JANUS ENTERPRISE CLASS T 391 # | Mutual Funds | — | — | $54K | 0.5% | |
| FIDELITY FREEDOM 2010 K 3,706 # | Mutual Funds | — | — | $52K | 0.5% | |
| FIDELITY FREEDOM INCOME K 3,801 # | Mutual Funds | — | — | $40K | 0.4% | |
| FIDELITY EXTENDED MARKET INDEX 259 # | Mutual Funds | — | — | $24K | 0.2% | |
| FIDELITY FREEDOM 2065 K 1,612 # | Mutual Funds | — | — | $21K | 0.2% | |
| T. ROWE PRICE OVERSEAS STOCK FUND 1,647 # | Other securities | — | — | $21K | 0.2% | |
| FIDELITY LOW PRICED STOCK 411 # | Mutual Funds | — | — | $17K | 0.2% | |
| FIDELITY FREEDOM 2015 K 1,165 # | Mutual Funds | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
