Shift, PPC, LLC's EIN is 81-4726888.
Download the official 2024 Form 5500 (PDF) for Shift, PPC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shift, PPC, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 R6 Fund | Mutual Funds | — | — | $4.7M | 12.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.0M | 10.7% | |
| American Funds 2045 R6 Fund | Mutual Funds | — | — | $3.7M | 9.7% | |
| American Funds 2050 R6 Fund | Mutual Funds | — | — | $3.5M | 9.1% | |
| American Funds 2035 R6 Fund | Mutual Funds | — | — | $3.4M | 8.8% | |
| American Funds 2060 R6 Fund | Mutual Funds | — | — | $3.0M | 8.0% | |
| American Funds 2025 R6 Fund | Mutual Funds | — | — | $2.8M | 7.5% | |
| American Funds 2040 R6 Fund | Mutual Funds | — | — | $2.7M | 7.1% | |
| JPMorgan Large Cap GR R6 | Other securities | — | — | $1.4M | 3.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $886K | 2.3% | |
| American Funds 2030 R6 Fund | Mutual Funds | — | — | $864K | 2.3% | |
| American Funds American Mutual R6 Fund | Mutual Funds | — | — | $793K | 2.1% | |
| Franklin Rising Dividends R6 Fund | Mutual Funds | — | — | $727K | 1.9% | |
| American Funds 2065 R6 Fund | Mutual Funds | — | — | $545K | 1.4% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $507K | 1.3% | |
| BlackRock High Yield Bond K Fund | Other securities | — | — | $365K | 1.0% | |
| Principal American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $355K | 0.9% | |
| American Funds 2020 R6 Fund | Mutual Funds | — | — | $308K | 0.8% | |
| Fidelity Adv Total Bond Z Fund | Mutual Funds | — | — | $272K | 0.7% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $255K | 0.7% | |
| Participants Participant notes receivable with interest rates ranging from 5.25 to 10.50 percent - | Other securities | — | — | $244K | 0.6% | |
| Lord Abbett Sht Drtn Inc R6 Fund | Mutual Funds | — | — | $208K | 0.5% | |
| BlackRock Liquidity Funds FedFund * 169 Principal Life Investment contract - Principal Fixed Income Guaranteed Option | Cash / Money Market | — | — | $206K | 0.5% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | $86K | $95K | 0.3% | |
| American Fund Capital Income Builder R6 Fund | Other securities | — | — | $95K | 0.3% | |
| American Funds 2010 R6 Fund | Mutual Funds | — | — | $86K | 0.2% |
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 |
|---|---|---|---|---|---|
| GREAT LAKES PENSION ASSOCIATES, INC | 38-2438760 | — | OTHER SERVICES | $500 | — |
