Ted Smith signed Old Shell Road Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Old Shell Road Management, Inc.'s EIN is 87-4279908.
Download the official 2024 Form 5500 (PDF) for Old Shell Road Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Old Shell Road Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP VOYA RETIREMENT INS & ANNUITY VOYA RETIREMENT INS & ANNUITY COMPANY · EIN 71-0294708 / PN 065 | Pooled Separate Account | — | — | $7.6M | 92.8% | |
| Voya Gov Money Market Port I a | Cash / Money Market | — | — | $2.2M | 26.3% | |
| American Century Investments AmCen Ultra Fund A | Other securities | — | — | $1.0M | 12.4% | |
| MFS Mass Investors Grw Stk Fnd A | Mutual Funds | — | — | $678K | 8.3% | |
| Voya Indx Solution 2040 Pt Adv a | Other securities | — | — | $561K | 6.8% | |
| Voya Index Plus LargeCap Prt I a | Other securities | — | — | $406K | 5.0% | |
| Voya Fixed Account A | Other securities | — | — | $395K | 4.8% | |
| Voya Indx Solution 2030 Pt Adv a 698 * Voya Indx Solution 2035 P Adv a | Other securities | — | — | $336K | 4.1% | |
| Invesco Amer Franchise Fund A | Mutual Funds | — | — | $318K | 3.9% | |
| Franklin Templeton Investments Franklin Small-MdCp Grw Fnd A | Mutual Funds | — | — | $298K | 3.6% | |
| Voya Mid Cap Opport Port I a | Other securities | — | — | $244K | 3.0% | |
| T. Rowe Price Associates TRwPr Value Fund Adv a | Other securities | — | — | $228K | 2.8% | |
| Voya Glob Insights Port Init a | Other securities | — | — | $217K | 2.7% | |
| Voya Large Cap Growth Prt Ins a | Other securities | — | — | $212K | 2.6% | |
| Voya Fixed Account a | Other securities | — | — | $195K | 2.4% | |
| Invesco Inv Discovery Md Cp Grw A | Mutual Funds | — | — | $160K | 2.0% | |
| Voya VY Invesco Eqty & Inc Pt I a | Mutual Funds | — | — | $137K | 1.7% | |
| Voya International Ind Prt I a | Other securities | — | — | $121K | 1.5% | |
| American Funds American Funds Wash Mutual R3 a | Mutual Funds | — | — | $119K | 1.4% | |
| Voya Growth and Income Port I a | Other securities | — | — | $87K | 1.1% | |
| Voya Index Plus MidCap Prt I a | Other securities | — | — | $82K | 1.0% | |
| Voya Global Bond Port I a | Other securities | — | — | $69K | 0.8% | |
| Voya VY TRwPr Eqty Income Prt Ins a | Other securities | — | — | $39K | 0.5% | |
| Victory Capital Management Pioneer Eqty Income VCT Port I a | Other securities | — | — | $33K | 0.4% | |
| Victory Capital Management Pioneer Fund A | Other securities | — | — | $33K | 0.4% | |
| Invesco Charter Fund A | Mutual Funds | — | — | $25K | 0.3% | |
| Voya Large Cap Growth Prt Srv a | Other securities | — | — | $14K | 0.2% | |
| Voya Intermediate Bond Prt I a | Other securities | — | — | $8K | <0.1% | |
| Voya Indx Solution 2050 Pt Adv a | Other securities | — | — | $6K | <0.1% | |
| Voya VY AmCen Sm-MdCp Vl Port I a | Other securities | — | — | $2K | <0.1% | |
| Voya Indx Solution 2060 P Adv a | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
