Matthew Young signed Shawmut Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shawmut Group Inc.'s EIN is 81-3645861.
Download the official 2024 Form 5500 (PDF) for Shawmut Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shawmut Group Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $289K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 26-4310632 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Mass Inv Growth Stk R6 Fd | Mutual Funds | — | $0 | $20.1M | 10.7% | |
| NEUBERGER BERM GENESIS R6 FUND | Other securities | — | $0 | $19.9M | 10.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $19.9M | 10.6% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $14.4M | 7.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $12.8M | 6.8% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $11.5M | 6.1% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $10.7M | 5.7% | |
| MFS Intl Intrinsic Value R4 Fd | Mutual Funds | — | $0 | $10.4M | 5.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $9.7M | 5.2% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $8.7M | 4.6% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $7.7M | 4.1% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $6.5M | 3.5% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $5.8M | 3.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $5.7M | 3.0% | |
| Columbia Sel MidCp Value I3 Fd | Other securities | — | $0 | $5.2M | 2.8% | |
| Dodge & Cox Income I Fund | Mutual Funds | — | $0 | $5.0M | 2.7% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.7% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $5.0M | 2.7% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.0M | 2.1% | |
| Macquarie Mid Cap Growth R6 Fu | Other securities | — | $0 | $3.4M | 1.8% | |
| REINHART GENESIS PMV ADV FD | Other securities | — | $0 | $3.0M | 1.6% | |
| INVESCO Stable Value Trust | Stable Value | — | $0 | $2.5M | 1.3% | |
| BLACKROCK HY PORTFOLIO K FUND | Other securities | — | $0 | $2.4M | 1.3% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.9M | 1.0% | |
| MFS Emerging Mkts Debt R4 Fd | Mutual Funds | — | $0 | $1.9M | 1.0% | |
| Participant Loans | Participant loans | — | $0 | $1.7M | 0.9% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | $0 | $1.7M | 0.9% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.3M | 0.7% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.3M | 0.7% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $1.1M | 0.6% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $988K | 0.5% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $589K | 0.3% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $589K | 0.3% | |
| PGIM Total Ret Bond Z Fd | U.S. Treasuries | — | $0 | $337K | 0.2% | |
| Prin Inflation Protect SA-R6 | Common Stocks | — | $0 | $113K | <0.1% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | Mutual Funds | — | $0 | $151 | <0.1% |
