Jennifer Lee signed Shogun Enterprises Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shogun Enterprises Inc.'s EIN is 81-3965471.
Download the official 2024 Form 5500 (PDF) for Shogun Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shogun Enterprises Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $1.6M | 46.7% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $912K | 26.8% | |
| Vanguard Small Cap Value Index Admiral ** 486 Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $291K | 8.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $274K | 8.0% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $122K | 3.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $67K | 2.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $44K | 1.3% | |
| Non-Interest Bearing Cash | Cash / Money Market | — | $24K | $24K | 0.7% | |
| Vanguard Developed Markets Index Admiral ** 1 Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $19K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $17K | 0.5% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $16K | 0.5% | |
| Vanguard Intermediate-Term Bond Index Admiral ** 347 Vanguard Long-Term Bond Index Admiral ** 446 Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $10K | 0.3% | |
| Banc Master Deposit Account A | Other securities | — | — | $10K | 0.3% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral | 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.
