Shruti SHAH signed University BOOK Store Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University BOOK Store Inc.'s EIN is 91-0450340.
Download the official 2024 Form 5500 (PDF) for University BOOK Store Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University BOOK Store Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE | 31-4156830 | — | TRUST RECORDKEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORYS,LLC |
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 | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx Rtrm K | Other securities | — | — | $5.4M | 25.0% | |
| NATIONWIDE LIFE INSURANCE Fid 500 Indx | Mutual Funds | — | — | $4.4M | 20.2% | |
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2030 K | Other securities | — | — | $2.4M | 11.3% | |
| NATIONWIDE LIFE INSURANCE Mrly Stbl Val 25 I | Other securities | — | — | $2.4M | 11.2% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.4M | 11.2% | |
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2035 K | Other securities | — | — | $2.2M | 10.1% | |
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2045 K | Other securities | — | — | $986K | 4.6% | |
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2040 K | Other securities | — | — | $778K | 3.6% | |
| NATIONWIDE LIFE INSURANCE Vngrd Fed Mny Mkt Inv | Other securities | — | — | $565K | 2.6% | |
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2055 K | Other securities | — | — | $474K | 2.2% | |
| NATIONWIDE LIFE INSURANCE Vngrd Sm Cap Indx Fd AS | Other securities | — | — | $457K | 2.1% | |
| NATIONWIDE LIFE INSURANCE Col MdCap Indx Inst3 | Other securities | — | — | $379K | 1.8% | |
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2050 K | Other securities | — | — | $356K | 1.6% | |
| NATIONWIDE LIFE INSURANCE JPM LgCap Gr R6 | Other securities | — | — | $139K | 0.6% | |
| NATIONWIDE LIFE INSURANCE PGIM Ttl Rtn Bd R6 | Other securities | — | — | $72K | 0.3% | |
| NATIONWIDE LIFE INSURANCE BlkRk iSMSCIEAFEIntInd K | Other securities | — | — | $64K | 0.3% | |
| NATIONWIDE LIFE INSURANCE BlkRk Glbl Alloc K | Other securities | — | — | $56K | 0.3% | |
| NATIONWIDE LIFE INSURANCE Vngrd Eq Inc Adml | Common Stocks | — | — | $52K | 0.2% | |
| NATIONWIDE LIFE INSURANCE Invsco Disc Y | Other securities | — | — | $36K | 0.2% | |
| NATIONWIDE LIFE INSURANCE CohenStrs Real Z | Other securities | — | — | $35K | 0.2% | |
| NATIONWIDE LIFE INSURANCE PIMCO Inc Inst | Mutual Funds | — | — | $15K | <0.1% | |
| NATIONWIDE LIFE INSURANCE AmFds New Wld R6 | Other securities | — | — | $13K | <0.1% | |
| NATIONWIDE LIFE INSURANCE Vngrd MdCap Val Indx Adml | Other securities | — | — | $10K | <0.1% | |
| NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2060 K 98 * NATIONWIDE LIFE INSURANCE BlkRk LfPath Indx 2065 K | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-2151613 |
| — |
| INVESTMENT ADVISOR |
| $10K |
| — |
