TY Meeks signed Shepard Exposition Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shepard Exposition Services, Inc.'s EIN is 58-1463468.
Download the official 2024 Form 5500 (PDF) for Shepard Exposition Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shepard Exposition Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2030 R6 | Other securities | — | $5.8M | $6.4M | 16.5% | |
| AF TRGT DATE 2035 R6 | Other securities | — | $4.2M | $5.0M | 12.9% | |
| AF TRGT DATE 2040 R6 | Other securities | — | $3.2M | $3.9M | 10.1% | |
| AF TRGT DATE 2025 R6 | Other securities | — | $2.8M | $3.0M | 7.6% | |
| AF TRGT DATE 2045 R6 | Other securities | — | $2.3M | $2.7M | 7.0% | |
| AF TRGT DATE 2050 R6 | Other securities | — | $2.1M | $2.6M | 6.6% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.6M | $2.3M | 6.0% | |
| AF TRGT DATE 2055 R6 | Other securities | — | $1.5M | $1.8M | 4.7% | |
| AF BALANCED R6 | Other securities | — | $1.1M | $1.3M | 3.3% | |
| FID NASDAQ COMP INDX | Mutual Funds | — | $784K | $1.3M | 3.3% | |
| INVS DISC MDCP GR R6 | Other securities | — | $1.2M | $1.2M | 3.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.1M | $1.1M | 2.9% | |
| MFS VALUE R6 | Mutual Funds | — | $924K | $956K | 2.5% | |
| AF TRGT DATE 2060 R6 | Other securities | — | $745K | $839K | 2.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $810K | 2.1% | |
| VICTORY S EST VAL R6 | Other securities | — | $675K | $727K | 1.9% | |
| NWD JH OVERSEAS R6 | Other securities | — | $570K | $432K | 1.1% | |
| FID MID CAP IDX | Common Collective Trusts | — | $303K | $422K | 1.1% | |
| PGIM HIGH YIELD R6 | Other securities | — | $455K | $419K | 1.1% | |
| AF TRGT DATE 2020 R6 | Other securities | — | $344K | $367K | 0.9% | |
| FID MULTI ASSET IDX | Common Collective Trusts | — | $292K | $334K | 0.9% | |
| MFS CORP BOND R6 | Mutual Funds | — | $342K | $329K | 0.8% | |
| FID INTL INDEX | Mutual Funds | — | $258K | $255K | 0.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | $102K | $114K | 0.3% | |
| FA TOTAL BOND Z | Other securities | — | $87K | $85K | 0.2% | |
| COL OVERSEAS VAL I3 | Other securities | — | $51K | $53K | 0.1% | |
| AF TRGT DATE 2015 R6 | Other securities | — | $17K | $19K | <0.1% | |
| BLKRK 40/60 TA K | Other securities | — | $6K | $7K | <0.1% | |
| AF TRGT DATE 2010 R6 | Other securities | — | $1K | $2K | <0.1% | |
| PGIM ST CORP BOND R6 | Common Stocks | — | $901 | $855 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
