Alejandro Santiago signed SHC Owner, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHC Owner, LLC's EIN is 66-0874686.
Download the official 2023 Form 5500 (PDF) for SHC Owner, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SHC Owner, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Indx 2055 K Mutual fund, 2,449.18 shares | Other securities | — | — | $61K | 12.6% | |
| Blackrock Lifepath Indx 2060 K Mutual fund, 2,691.35 shares | Other securities | — | — | $60K | 12.3% | |
| Blackrock Lifepath Indx 2030 K Mutual fund, 3,088.27 shares | Other securities | — | — | $55K | 11.4% | |
| American Funds Europacfic R6 Mutual fund, 883.82 shares | Mutual Funds | — | — | $53K | 11.0% | |
| AB US LARGE CAP GROWTH CIT P-2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $53K | 10.9% | |
| IShares S&P 500 Index K Mutual fund, 78.42 shares | Common Collective Trusts | — | — | $53K | 10.9% | |
| American Funds Am Balancd R6 Mutual fund, 1,423.64 shares | Mutual Funds | — | — | $52K | 10.6% | |
| Blackrock Lifepath Indx 2050 K Mutual fund, 1,161.25 shares | Other securities | — | — | $28K | 5.8% | |
| Blackrock Lifepath Indx 2045 K Mutual fund, 1,078.49 shares | Other securities | — | — | $25K | 5.1% | |
| Blackrock Lifepath Indx 2040 K Mutual fund, 944.09 shares | Other securities | — | — | $20K | 4.1% | |
| Blackrock Lifepath Indx 2065 K Mutual fund, 893.98 shares | Other securities | — | — | $14K | 2.9% | |
| Blackrock Lifepath Indx 2035 K Mutual fund, 285.69 shares | Other securities | — | — | $6K | 1.2% | |
| Blackrock Lifepath Index Ret K Mutual fund, 167.83 shares | Other securities | — | — | $2K | 0.5% | |
| PR CAPITAL PRESERVATION R1 BPAS TRUST COMPANY OF PUERTO RICO · EIN 66-0929359 / PN 001 | Common Collective Trust | — | — | $2K | 0.4% | |
| Blackrock Lifepath Indx 2025 K Mutual fund, 101.93 shares | Other securities | — | — | $2K | 0.3% | |
| HB&T BLACKROCK LARGE CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
