Stephanie Cooper signed The Shipyard, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Shipyard, LLC's EIN is 81-5192423.
Download the official 2024 Form 5500 (PDF) for The Shipyard, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Shipyard, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | RECORDKEEPING | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAFFER CAPITAL ADVISERS, LLC | 80-0365663 | — | ADVISOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Shaffer Capital Target Retirement 2035 | Other securities | — | — | $3.6M | 20.1% | |
| Shaffer Capital Target Retirement 2055 | Other securities | — | — | $2.1M | 11.6% | |
| Shaffer Capital Target Retirement 2040 | Other securities | — | — | $2.1M | 11.4% | |
| Shaffer Capital Target Retirement 2050 | Other securities | — | — | $2.0M | 10.8% | |
| Shaffer Capital Target Retirement 2045 | Other securities | — | — | $1.9M | 10.4% | |
| Shaffer Capital Target Retirement 2025 | Other securities | — | — | $1.3M | 7.0% | |
| Shaffer Capital Target Retirement 2060 | Other securities | — | — | $1.2M | 6.8% | |
| Shaffer Capital Target Retirement Income | Other securities | — | — | $1.1M | 6.2% | |
| Shaffer Capital Target Retirement 2030 | Other securities | — | — | $1.1M | 5.9% | |
| CMFG Stable Value A34 | Stable Value | — | — | $352K | 1.9% | |
| Vanguard 500 Index Fund - Admiral Shares | Common Collective Trusts | — | — | $283K | 1.6% | |
| Shaffer Capital Target Retirement 2065 | Other securities | — | — | $207K | 1.1% | |
| Putnam Growth Opportunities Fund Class R6 | Mutual Funds | — | — | $200K | 1.1% | |
| Columbia Select Mid Cap Value Fund Institutional 3 Class | Other securities | — | — | $97K | 0.5% | |
| Manning & Napier HY BOND - I | Other securities | — | — | $87K | 0.5% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | Other securities | — | — | $83K | 0.5% | |
| Congress Mid Cap Growth Fund Institutional | Other securities | — | — | $82K | 0.5% | |
| Participants' Notes Receivable | Other securities | — | — | $48K | 0.3% | |
| Baron Real Estate Fund Class | Other securities | — | — | $44K | 0.2% | |
| JPMorgan U.S. Equity Fund Class R6 | Other securities | — | — | $40K | 0.2% | |
| Vanguard Mid Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $28K | 0.2% | |
| Vanguard Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $26K | 0.1% | |
| Congress Small Cap Growth Fund Institutional Class | Other securities | — | — | $17K | <0.1% | |
| The Hartford Dividend and Growth Fund Class R6 | Other securities | — | — | $13K | <0.1% | |
| Fidelity Advisor Emerg Mkts Discv | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Developed Markets Index Fund AD | Common Collective Trusts | — | — | $12K | <0.1% | |
| Vanguard Short-Term Investment Grade ADM | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Total International Bond Index Admiral Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Shaffer Capital Advisers- Aggressive Passive Strategy | Other securities | — | — | $7K | <0.1% | |
| Bridgeway Small Cap Value Fund | Other securities | — | — | $6K | <0.1% | |
| Shaffer Capital Advisers- Aggressive Active Strategy | Other securities | — | — | $5K | <0.1% | |
| Vanguard Small Cap Index - Admiral Shares | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Advisor Intl Small Cap I | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard High Yield Corporate Fund Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| American Century Global Real Estate Fund R6 Class | Other securities | — | — | $3K | <0.1% | |
| Vanguard Intermediate Term Bond Index AD | Mutual Funds | — | — | $221 | <0.1% |
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 |
|---|---|---|---|---|---|
| AMERICANTCS FIDUCIARY SERVICES, LLC | — | PITTSBURGH, PA | OTHER | $173 | — |
