Jeanne Giles signed Sharon Young, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharon Young, Inc.'s EIN is 75-2122740.
Download the official 2024 Form 5500 (PDF) for Sharon Young, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharon Young, Inc.'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $33K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $2.9M | 17.8% | |
| Charles Schwab American Funds Growth Fund R6 | Mutual Funds | — | — | $2.3M | 13.8% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| Fidelity 500 Index FD | Common Collective Trusts | — | — | $1.1M | 6.5% | |
| Charles Schwab American Funds EuroPacific R6 | Mutual Funds | — | — | $1.0M | 6.3% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $1.0M | 6.2% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $807K | 4.9% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $484K | 3.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $446K | 2.7% | |
| Fidelity INTL Index FD | Mutual Funds | — | — | $347K | 2.1% | |
| Charles Schwab Deleware Ivy Mid Cap Growth Fund I | Mutual Funds | — | — | $296K | 1.8% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $231K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $204K | 1.2% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $182K | 1.1% | |
| Charles Schwab American Beacon Small Cp Val R5 | Mutual Funds | — | — | $156K | 1.0% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $156K | 1.0% | |
| Charles Schwab T Rowe Price Integrat US SM GR EQI | Mutual Funds | — | — | $155K | 0.9% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $113K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $109K | 0.7% | |
| Charles Schwab JPMorgan Mid Cap Value R6 | Mutual Funds | — | — | $82K | 0.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $80K | 0.5% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $76K | 0.5% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $72K | 0.4% | |
| through September 2029 | Other securities | — | — | $61K | 0.4% | |
| Charles Schwab iShares Developed Real Estate Index K | Mutual Funds | — | — | $43K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $21K | 0.1% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $694 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
