Diane Villafana signed Shippers Warehouse, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shippers Warehouse, Inc.'s EIN is 75-1535048.
Download the official 2023 Form 5500 (PDF) for Shippers Warehouse, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Shippers Warehouse, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTLE ROCK INVESTMENT COMPANY | 02-6207186 | — | INVESTMENT ADVISORY - PL | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | AUDITOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $1.3M | 17.5% | |
| Investor Shares The Vanguard Group Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $1.0M | 14.1% | |
| Investor Shares The Vanguard Group Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $735K | 10.2% | |
| Investor Shares The Vanguard Group Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $676K | 9.4% | |
| Investor Shares The Vanguard Group Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $375K | 5.2% | |
| Investor Shares The Vanguard Group Vanguard Total Stock Market Index N/R | Common Collective Trusts | — | — | $363K | 5.1% | |
| Admiral Shares The Vanguard Group Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $336K | 4.7% | |
| * Lincoln National Life Insurance Lincoln Stable Value Account - N/R | Guaranteed Income / GIC | — | — | $323K | 4.5% | |
| Investor Shares The Vanguard Group Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $316K | 4.4% | |
| Investor Shares The Vanguard Group Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $308K | 4.3% | |
| Shares The Vanguard Group Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $229K | 3.2% | |
| Company L7NGPA Participant Loans * Participant Loans Interest rates: 4.25% - 10.50% $0 | Bonds / Notes | — | — | $213K | 3.0% | |
| Investor Shares The Vanguard Group Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $185K | 2.6% | |
| Investor Shares The Vanguard Group Vanguard International Growth N/R | Mutual Funds | — | — | $175K | 2.4% | |
| Admiral Shares PIMCO International Bond N/R | Mutual Funds | — | — | $127K | 1.8% | |
| Institutional Class (U.S. Dollar Hedged) The Vanguard Group Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $92K | 1.3% | |
| Investor Shares The Vanguard Group Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $91K | 1.3% | |
| Investor Shares Dodge & Cox Funds Dodge & Cox Income N/R | Mutual Funds | — | — | $79K | 1.1% | |
| American Funds American Funds Smallcap World N/R | Mutual Funds | — | — | $78K | 1.1% | |
| JP Morgan JPMorgan Emerging Markets Equity N/R | Other securities | — | — | $78K | 1.1% | |
| Fund Class R6 T. Rowe Price T. Rowe Price High Yield I Class N/R | Other securities | — | — | $66K | 0.9% | |
| American Funds American Funds American Balanced N/R | Mutual Funds | — | — | $35K | 0.5% | |
| Class R6 Cohen and Steers Cohen & Steers Real Estate N/R | Other securities | — | — | $23K | 0.3% | |
| Securities Fund Inc Class Z American Century American Century Inflation Adjusted N/R | Common Stocks | — | — | $8K | 0.1% | |
| Bond R6 Class The Vanguard Group Vanguard target Retirement 2070 N/R | Mutual Funds | — | — | $5K | <0.1% | |
| LINCOLN PATHBUILDER INCOME LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
