Eric Holmes signed Howard Sheppard, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Howard Sheppard, LLC's EIN is 58-1036257.
Download the official 2022 Form 5500 (PDF) for Howard Sheppard, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Howard Sheppard, LLC'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 |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-0309154 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $10K | — |
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 | — | — | $8.0M | 91.9% | |
| [Assets held in common collective trust] | Other | — | — | $709K | 8.1% | |
| METLIFE STABLE VALUE 2554 WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $709K | 8.1% | |
| MFS MASSACHUSETTS INVESTORS RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 470 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2055 PO TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 624 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2030 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 435 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 361 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM TOTAL RETURN BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE IN RETI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 364 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 363 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2025 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 434 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2035 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 436 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2045 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 362 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON GLOBAL EQUITY INCOME TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 596 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL INTRINSIC VALUE R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 518 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB HIGH INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 508 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TEMPLETON GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON UTILITY RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 269 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL-MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 358 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN GENESIS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 348 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2060 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 816 | Pooled Separate Account | — | — | $0 | <0.1% |
