Tyler Shepard signed Shepard Bros., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shepard Bros., Inc.'s EIN is 95-3097472.
Download the official 2024 Form 5500 (PDF) for Shepard Bros., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shepard Bros., 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $24K | — |
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 Investments Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $2.2M | 24.4% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $1.4M | 16.0% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 13.1% | |
| Goldman Sachs Goldman Sachs Stable Value Institutional Series Class 1 Fund | Common Collective Trusts | — | — | $949K | 10.5% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $949K | 10.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $752K | 8.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $490K | 5.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $443K | 4.9% | |
| J.P. Morgan JPMorgan Large Cap Growth Fund | Other securities | — | — | $344K | 3.8% | |
| PIMCO RAE US Small Fund Class A Fund | Mutual Funds | — | — | $262K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $252K | 2.8% | |
| Participant Loans * Participant Loans Interest rates ranging from 3.25% - 8.5% - | Bonds / Notes | — | — | $126K | 1.4% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $125K | 1.4% | |
| Allspring Global Investments Allspring Special Med Cap Value Fund | Other securities | — | — | $78K | 0.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $62K | 0.7% | |
| Putnam Investments Putnam Large Cap Value Fund | Mutual Funds | — | — | $51K | 0.6% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $47K | 0.5% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $46K | 0.5% | |
| Victory Capital Victory Core Plus Intermediate Bond Fund | Other securities | — | — | $45K | 0.5% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $37K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $26K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $17K | 0.2% | |
| J.P. Morgan J.P. Morgan Global Bond Opportunities Fund | Other securities | — | — | $14K | 0.2% | |
| Janus Henderson Investors Janus Henderson Balanced Fund Class Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
