Joann AGEE signed Global Shop Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Global Shop Solutions, Inc.'s EIN is 76-0064835.
Download the official 2024 Form 5500 (PDF) for Global Shop Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Shop Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $6.0M | 13.7% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $5.6M | 12.8% | |
| AMERCENT ONE CHOICE 2045 I | Registered Investment Companies | — | — | $3.6M | 8.1% | |
| AMERCENT ONE CHOICE 2050 I | Registered Investment Companies | — | — | $2.8M | 6.5% | |
| AMERCENT ONE CHOICE 2055 I | Registered Investment Companies | — | — | $2.5M | 5.7% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $1.9M | 4.2% | |
| AMERCENT ONE CHOICE 2040 I | Registered Investment Companies | — | — | $1.7M | 3.8% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $1.6M | 3.7% | |
| CARILLON EAGLE GR AND INC I | Registered Investment Companies | — | — | $1.5M | 3.3% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $1.4M | 3.3% | |
| OAKMARK EQUITY AND INC FD INST | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $1.1M | 2.6% | |
| AMERCENT ONE CHOICE 2025 I | Registered Investment Companies | — | — | $881K | 2.0% | |
| AMERCENT ONE CHOICE 2030 I | Registered Investment Companies | — | — | $786K | 1.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $765K | 1.7% | |
| FRANKLIN RISING DIVIDENDS R6 | Registered Investment Companies | — | — | $759K | 1.7% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $731K | 1.7% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $730K | 1.7% | |
| INVESCO MAIN ST MID CAP R6 | Registered Investment Companies | — | — | $669K | 1.5% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $616K | 1.4% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $582K | 1.3% | |
| OAKMARK INTERNATIONAL INST | Registered Investment Companies | — | — | $572K | 1.3% | |
| PIMCO LOW DURATION FUND - INST | Registered Investment Companies | — | — | $546K | 1.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $468K | 1.1% | |
| FRANKLIN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $463K | 1.1% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $455K | 1.0% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $378K | 0.9% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $356K | 0.8% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $333K | 0.8% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $322K | 0.7% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $201K | 0.5% | |
| PUTNAM ASSET ALLOC CONS Y | Registered Investment Companies | — | — | $195K | 0.4% | |
| NATIONWIDE BOND INDEX - A | Registered Investment Companies | — | — | $171K | 0.4% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $141K | 0.3% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $126K | 0.3% | |
| AMERCENT ONE CHOICE RETIRE I | Registered Investment Companies | — | — | $52K | 0.1% | |
| COLUMBIA US TREASURY IDX I2 | Registered Investment Companies | — | — | $22K | <0.1% | |
| MIROVA GLOBAL MEGATRENDS N | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $79K |
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