Shontell Hughes signed SHPP US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHPP US LLC's EIN is 83-4241533.
Download the official 2024 Form 5500 (PDF) for SHPP US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SHPP US LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $85.4M | 29.6% | |
| NT COLLECTIVE ALL COUNTRY WORLD IN NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 039 | Common Collective Trust | — | — | $32.7M | 11.3% | |
| LS LARGE CAP GR TR LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 012 | Common Collective Trust | — | — | $31.7M | 11.0% | |
| Alliance Bernstein L.P. Global Bond Fund Class Z | Other securities | — | — | $19.1M | 6.6% | |
| BLACKROCK STRATEGIC COMP FUND NL BLACKROCK INST TRUST CO NA · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $16.2M | 5.6% | |
| T. Rowe Price US Value Equity Trust | Other securities | — | — | $15.8M | 5.5% | |
| TRP US VAL EQ TR D T. ROWE PRICE TRUST COMPANY · EIN 38-7010951 / PN 001 | Common Collective Trust | — | — | $15.8M | 5.5% | |
| NT CIT EXTENDED EQUITY NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 052 | Common Collective Trust | — | — | $13.2M | 4.6% | |
| NT COLLECTIVE RUSSELL SMALL CAP CO NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 012 | Common Collective Trust | — | — | $12.9M | 4.5% | |
| MAWER INTL EQ CIT A STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 455 | Common Collective Trust | — | — | $12.2M | 4.2% | |
| Self-directed brokerage account Various | Self-Directed Brokerage | — | — | $10.0M | 3.5% | |
| EARNEST SM MID CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $7.7M | 2.7% | |
| TRP STABLE VALUE P T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $6.9M | 2.4% | |
| Northern Trust Collective Aggregate Bond Index Fund – Lending | Common Collective Trusts | — | — | $5.8M | 2.0% | |
| NT CIT AGG BOND IDX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 029 | Common Collective Trust | — | — | $5.8M | 2.0% | |
| Northern Trust Collective 1-10 YR TPS Index NL Tier J | Common Collective Trusts | — | — | $4.8M | 1.7% | |
| NT COLL 1-10YR TREAS IN NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 143 | Common Collective Trust | — | — | $4.8M | 1.7% | |
| Participant loans Interest rates 3.25% - 10.50% with maturities though 2039 | Bonds / Notes | — | — | $4.6M | 1.6% | |
| Northern Trust Collective All Country World Ex US Index – Non Lending | Common Collective Trusts | — | — | $2.0M | 0.7% | |
| NT MSCI ACWI NL J NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| Baird Asset Mgmt. Core Plus Bond Fund Class Institutional | Other securities | — | — | $1.6M | 0.5% | |
| NT COLLECTIVE SHORT-TERM GOVERNMEN NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 034 | Common Collective Trust | — | — | $1.3M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
