Kimberly Smith signed The Sheltering ARMS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Sheltering ARMS' EIN is 58-0566236.
Download the official 2024 Form 5500 (PDF) for The Sheltering ARMS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Sheltering ARMS' plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $32K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV |
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 American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.2M | 23.2% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $1.0M | 20.5% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $709K | 13.9% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $602K | 11.8% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $482K | 9.4% | |
| Fully benefit responsive investment contract * Transamerica Life Transamerica Stable Value Ascend Option | Stable Value | — | — | $353K | 6.9% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $211K | 4.1% | |
| Participants loans Interest rates ranging from 4.25% to 9.50%. | Bonds / Notes | — | — | $200K | 3.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $83K | 1.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $60K | 1.2% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $37K | 0.7% | |
| Insurance Company Mutual funds American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $36K | 0.7% | |
| Victory Nasdaq 100 Index R6 | Other securities | — | — | $30K | 0.6% | |
| Putnam Small Cap Growth R6 ** 446 American Funds American Century Inflation-Adj Bond R6 | Mutual Funds | — | — | $19K | 0.4% | |
| Clear Bridge ClearBridge Mid Cap Growth IS ** 424 Invesco Small Cap Value R6 ** 356 American Funds American Funds Strategic Bond R6 | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Small Cap Index Adm ** 955 Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Emerging Markets K | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisor Capital & Income Z | Mutual Funds | — | — | $2K | <0.1% | |
| AB SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY 1 CH 2055 PF OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 627 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY 1 CH IN MT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 364 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CH 2025 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 358 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CH 2030 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 359 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CH 2035 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 360 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING GOVT SECURITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 507 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CH 2045 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 362 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CH 2050 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 363 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CH 2060 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 820 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS NEW PERSPECTIVE RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK GLOBAL ALLOC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE IVY MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA GLBL EQ PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 471 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 533 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON GL RESEARCH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 582 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN U.S. EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 297 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 524 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LORD ABBETT VAL OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 536 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN HIGH INC BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 520 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOCQUEVILLE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 285 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CH 2040 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 361 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-2114207 |
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| BROKER |
| $0 |
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