Valerie Daigle signed Shelton Energy Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shelton Energy Solutions, LLC's EIN is 81-2064052.
Download the official 2024 Form 5500 (PDF) for Shelton Energy Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shelton Energy Solutions, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 17.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $910K | 12.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $866K | 12.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $823K | 11.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $657K | 9.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $652K | 9.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $388K | 5.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $343K | 4.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $169K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $134K | 1.9% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $122K | 1.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $109K | 1.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $94K | 1.3% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $56K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $54K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $38K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $35K | 0.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $33K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $32K | 0.5% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $27K | 0.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $26K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $17K | 0.2% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $16K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $13K | 0.2% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $7K | 0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
