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Original filing (PDF)20251010120758NAL0013068944001
SHPP US LLC
Form 5500
FILING_RECEIVED
SHPP U.S. EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
875
Accounts w/ balance
959
Plan assets (EOY)
$288.6M
Net assets (EOY)
$288.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Northern Trust Collective S&P 500 Index Fund – Lending" is 30% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHPP US LLC.
Plan sponsor
Name
SHPP US LLC
EIN
83-4241533
Address
2500 CITYWEST BLVD · STE. 100 · HOUSTON, TX · 77042
Phone
(713) 430-2574
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Investments
8 direct securities · 14 pooled funds· $312.3M(100% of reported assets)
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.
Common Collective Trust
$248.6M
14 holdings
Uncategorized
$63.7M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $4.6M | 1.6% | |
| Northern Trust Collective All Country World Ex US Index – Non Lending | — | — | — | $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 | — | — | — | $1.6M | 0.5% | |
| NT COLLECTIVE SHORT-TERM GOVERNMEN NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 034 | Common Collective Trust | — | — | $1.3M | 0.5% |
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