Angela Smith signed SH1 HOLD Co, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SH1 HOLD Co, LLC's EIN is 83-2216253.
Download the official 2024 Form 5500 (PDF) for SH1 HOLD Co, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SH1 HOLD Co, LLC's plan includes a default investment (QDIA), a 401(k) feature, automatic enrollment, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund - Premier Class | Mutual Funds | — | — | $912K | 15.2% | |
| Fidelity Freedom Index 2035 Fund - Premier Class | Mutual Funds | — | — | $833K | 13.9% | |
| Fidelity Freedom Index 2030 Fund - Premier Class | Mutual Funds | — | — | $784K | 13.1% | |
| Fidelity Freedom Index 2045 Fund - Premier Class | Mutual Funds | — | — | $658K | 11.0% | |
| Fidelity Freedom Index 2050 Fund - Premier Class | Mutual Funds | — | — | $572K | 9.6% | |
| Fidelity Freedom Index 2025 Fund - Premier Class | Mutual Funds | — | — | $568K | 9.5% | |
| Fidelity Freedom Index 2055 Fund - Premier Class | Mutual Funds | — | — | $356K | 5.9% | |
| Fidelity Freedom Index 2060 Fund - Premier Class | Mutual Funds | — | — | $267K | 4.5% | |
| Fidelity Freedom Index 2020 Fund - Premier Class | Mutual Funds | — | — | $230K | 3.9% | |
| Fidelity Freedom Index 2065 Fund - Premier Class | Mutual Funds | — | — | $216K | 3.6% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $120K | 2.0% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $116K | 1.9% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $68K | 1.1% | |
| Fidelity Freedom Index 2015 Fund - Premier Class | Mutual Funds | — | — | $48K | 0.8% | |
| Fidelity Freedom Index Income Fund - Premier Class | Mutual Funds | — | — | $44K | 0.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $28K | 0.5% | |
| PIMCO RAE US Small CIT CL 0TS | Common Collective Trusts | — | — | $28K | 0.5% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $28K | 0.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $27K | 0.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $22K | 0.4% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $22K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $14K | 0.2% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $14K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $12K | 0.2% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $8K | 0.1% | |
| Fidelity Freedom Index 2070 Fund - Premier Class | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Instl AM Intl Cor CIT Cl 0TS | Common Collective Trusts | — | — | $5K | <0.1% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2010 Fund - Premier Class | Mutual Funds | — | — | $2K | <0.1% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $282 | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
