GAI Lucas signed Shelby Group Employees Profit Sharing 401(k) Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shelby Group Employees Profit Sharing 401(k) Plan's EIN is 62-1237127.
Download the official 2023 Form 5500 (PDF) for Shelby Group Employees Profit Sharing 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Shelby Group Employees Profit Sharing 401(k) Plan's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | — | — | SECURITIES BROKER | $0 | — |
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.
| % of plan | |||
|---|---|---|---|
| MANAGED ACCOUNT FIT AGGRESSIVE C FIDUCIARY INVESTMENT TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | $0 | — |
| MANAGED ACCOUNT FIT BALANCED C FIDUCIARY INVESTMENT TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | $0 | — |
| MANAGED ACCOUNT FIT CONSERVATIVE C FIDUCIARY INVESTMENT TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | $0 | — |
| MANAGED ACCOUNT FIT GR C FIDUCIARY INVESTMENT TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | $0 | — |
| MANAGED ACCT FIT MOD CNSRV C FIDUCIARY INVESTMENT TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | $0 | — |
