Chris Amborn signed Shutterfly, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shutterfly, LLC's EIN is 94-3330068.
Download the official 2024 Form 5500 (PDF) for Shutterfly, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shutterfly, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $261K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $75K | — |
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 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $54.8M | 14.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $46.6M | 12.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $40.5M | 10.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $34.0M | 8.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $33.8M | 8.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $31.5M | 8.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $21.1M | 5.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.5M | 4.9% | |
| Vanguard U.S. Growth Fund Mutual Fund | Mutual Funds | — | — | $14.7M | 3.9% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $11.2M | 2.9% | |
| Fidelity BrokerageLink Account Various | Mutual Funds | — | — | $9.2M | 2.4% | |
| Vanguard Cash Reserve Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $8.2M | 2.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.0% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $7.4M | 1.9% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.1M | 1.9% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.8M | 1.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.5M | 1.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.6% | |
| JPMorgan U.S. Small Company Fund Mutual Fund | Common Stocks | — | — | $4.8M | 1.3% | |
| DFA Real Estate Securities Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $133K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
