Jason Traff signed Shipwell, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shipwell, Inc.'s EIN is 81-3192507.
Download the official 2024 Form 5500 (PDF) for Shipwell, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shipwell, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 In | Mutual Funds | — | — | $989K | 22.0% | |
| T Rowe Price Retire 2055 | Mutual Funds | — | — | $748K | 16.6% | |
| T Rowe Price Retire 2030 | Mutual Funds | — | — | $572K | 12.7% | |
| T Rowe Price Retire 2050 | Mutual Funds | — | — | $473K | 10.5% | |
| T Rowe Price Retire 2045 | Mutual Funds | — | — | $369K | 8.2% | |
| T Rowe Price Retire 2035 | Mutual Funds | — | — | $264K | 5.9% | |
| T Rowe Price Retire 2060 | Mutual Funds | — | — | $251K | 5.6% | |
| American Funds AM Funds I ** 431 Fidelity Large Cap | Mutual Funds | — | — | $146K | 3.2% | |
| T Rowe Price Retire 2040 | Mutual Funds | — | — | $139K | 3.1% | |
| Fidelity American B ** 177 Fidelity Mid Cap | Mutual Funds | — | — | $118K | 2.6% | |
| Fidelity Intl I | Mutual Funds | — | — | $87K | 1.9% | |
| Fidelity S | Mutual Funds | — | — | $62K | 1.4% | |
| JP Morgan JP Morgan E | Other securities | — | — | $57K | 1.3% | |
| Fidelity Emg Market Core | Mutual Funds | — | — | $47K | 1.0% | |
| Black rock Black rock ** 196 * T Rowe Price Retire 2020 | Mutual Funds | — | — | $33K | 0.7% | |
| Fidelity US Bond | Mutual Funds | — | — | $32K | 0.7% | |
| Fidelity Real Estate | Mutual Funds | — | — | $28K | 0.6% | |
| PGIM High ** 131 MFS Mid Cap | Mutual Funds | — | — | $26K | 0.6% | |
| Fidelity Health SCI I | Mutual Funds | — | — | $21K | 0.5% | |
| T Rowe Price Retire 2025 | Mutual Funds | — | — | $18K | 0.4% | |
| DFA Global | Mutual Funds | — | — | $11K | 0.3% | |
| MFS New Di | Mutual Funds | — | — | $7K | 0.2% | |
| T Rowe Price Stable Value N | Stable Value | — | — | $3K | <0.1% | |
| Janus T rit | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
