Jeffrey B. Miller signed Flex-N-Gate Shelby LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flex-N-Gate Shelby LLC's EIN is 81-3491503.
Download the official 2024 Form 5500 (PDF) for Flex-N-Gate Shelby LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flex-N-Gate Shelby 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2030 Fund | Mutual Funds | — | — | $500K | 18.1% | |
| Vanguard Institutional Target Retirement 2040 Fund | Mutual Funds | — | — | $287K | 10.4% | |
| Vanguard Institutional Target Retirement 2025 Fund | Mutual Funds | — | — | $263K | 9.5% | |
| Vanguard Institutional Target Retirement 2050 Fund | Mutual Funds | — | — | $242K | 8.8% | |
| Vanguard Institutional Target Retirement 2035 Fund | Mutual Funds | — | — | $231K | 8.4% | |
| Vanguard Institutional Target Retirement 2060 Fund | Mutual Funds | — | — | $225K | 8.2% | |
| Vanguard Institutional Target Retirement 2045 Fund | Mutual Funds | — | — | $225K | 8.2% | |
| Vanguard Institutional Target Retirement 2055 Fund | Mutual Funds | — | — | $180K | 6.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $136K | 4.9% | |
| Pioneer Bond K 986 Vanguard Institutional Target Retirement 2020 Fund | Mutual Funds | — | — | $131K | 4.7% | |
| Vanguard Institutional Target Retirement 2065 Fund | Mutual Funds | — | — | $104K | 3.8% | |
| American Moderate Fund 416 American Aggressive Fund 413 JP Morgan Large Cap Growth Fund | Other securities | — | — | $15K | 0.6% | |
| Vanguard Total Bond Market Index Fund Institutional 409 Vanguard Total Stock Market Index Fund Institutional | Common Collective Trusts | — | — | $6K | 0.2% | |
| Vanguard Institutional Target Retirement Income Fund | Mutual Funds | — | — | $4K | 0.2% | |
| VANGARD RETIREMENT SAVINGS TRUST IV VANGARD RETIREMENT SAVINGS TRUST IV · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
