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Original filing (PDF)20251015101448NAL0002129891001
SHIFT, PPC, LLC
Form 5500
FILING_RECEIVED
SHIFT DIGITAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
658
Accounts w/ balance
602
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIFT, PPC, LLC.
Plan sponsor
Name
SHIFT, PPC, LLC
EIN
81-4726888
Address
348 E. MAPLE ROAD · BIRMINGHAM, MI · 48009
Phone
(248) 594-2396
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $98K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION ASSOCIATES, INC | 38-2438760 | — | OTHER SERVICES | $500 | — |
Investments
27 direct securities· $37.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 R6 Fund | — | — | — | $4.7M | 12.3% | |
| Fidelity 500 Index Fund | — | — | — | $4.0M | 10.7% | |
| American Funds 2045 R6 Fund | — | — | — | $3.7M | 9.7% | |
| American Funds 2050 R6 Fund | — | — | — | $3.5M | 9.1% | |
| American Funds 2035 R6 Fund | — | — | — | $3.4M | 8.8% | |
| American Funds 2060 R6 Fund | — | — | — | $3.0M | 8.0% | |
| American Funds 2025 R6 Fund | — | — | — | $2.8M | 7.5% | |
| American Funds 2040 R6 Fund | — | — | — | $2.7M | 7.1% | |
| JPMorgan Large Cap GR R6 | — | — | — | $1.4M | 3.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.3M | 3.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $886K | 2.3% | |
| American Funds 2030 R6 Fund | — | — | — | $864K | 2.3% | |
| American Funds American Mutual R6 Fund | — | — | — | $793K | 2.1% | |
| Franklin Rising Dividends R6 Fund | — | — | — | $727K | 1.9% | |
| American Funds 2065 R6 Fund | — | — | — | $545K | 1.4% | |
| American Funds New Perspective R6 Fund | — | — | — | $507K | 1.3% | |
| BlackRock High Yield Bond K Fund | — | — | — | $365K | 1.0% | |
| Principal American Funds EuroPacific Growth R6 Fund | — | — | — | $355K | 0.9% | |
| American Funds 2020 R6 Fund | — | — | — | $308K | 0.8% | |
| Fidelity Adv Total Bond Z Fund | — | — | — | $272K | 0.7% | |
| American Funds New World R6 Fund | — | — | — | $255K | 0.7% | |
| Participants Participant notes receivable with interest rates ranging from 5.25 to 10.50 percent - | — | — | — | $244K | 0.6% | |
| Lord Abbett Sht Drtn Inc R6 Fund | — | — | — | $208K | 0.5% | |
| BlackRock Liquidity Funds FedFund * 169 Principal Life Investment contract - Principal Fixed Income Guaranteed Option | — | — | — | $206K | 0.5% | |
| ASSETS HELD AT END OF YEAR (E) | — | — | $86K | $95K | 0.3% | |
| American Fund Capital Income Builder R6 Fund | — | — | — | $95K | 0.3% | |
| American Funds 2010 R6 Fund | — | — | — | $86K | 0.2% |