Kimberly Sharp signed Share Our Selves Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Share Our Selves Corporation's EIN is 95-3222316.
Download the official 2024 Form 5500 (PDF) for Share Our Selves Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Share Our Selves Corporation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW YORK LIFE SECURITIES | 27-0145686 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Lifetime 2035 R5 Fund | Common Stocks | — | — | $1.0M | 14.6% | |
| Principal Life Insurance Company Principal Lifetime 2045 R5 Fund | Common Stocks | — | — | $1.0M | 14.4% | |
| Principal Life Insurance Company Principal Lifetime 2050 R5 Fund | Common Stocks | — | — | $786K | 11.2% | |
| Principal Life Insurance Company Principal Largecap S&P 500 Index R5 Fund | Common Collective Trusts | — | — | $716K | 10.2% | |
| MFS Investment Management MFS Growth R3 Fund | Mutual Funds | — | — | $431K | 6.2% | |
| Principal Life Insurance Company Principal Lifetime 2030 R5 Fund | Common Stocks | — | — | $410K | 5.9% | |
| Principal Life Insurance Company Principal Lifetime 2040 R5 Fund | Common Stocks | — | — | $401K | 5.7% | |
| Principal Life Insurance Company Principal Lifetime 2055 R5 Fund | Common Stocks | — | — | $384K | 5.5% | |
| Principal Life Insurance Company Principal Lifetime 2060 R5 Fund | Common Stocks | — | — | $341K | 4.9% | |
| Principal Life Insurance Company Principal Equity Income R5 Fund | Common Stocks | — | — | $278K | 4.0% | |
| Principal Life Insurance Company Principal Midcap S&P 400 Index R5 Fund | Common Stocks | — | — | $263K | 3.8% | |
| Principal Life Insurance Company Principal Lifetime 2025 R5 Fund | Common Stocks | — | — | $142K | 2.0% | |
| Principal Life Insurance Company Principal Largecap Growth R5 Fund | Common Stocks | — | — | $117K | 1.7% | |
| Principal Life Insurance Company Principal Lifetime Strategic Income R5 Fund | Common Stocks | — | — | $92K | 1.3% | |
| American Funds Service Company American Funds Growth Fund of America R3 | Mutual Funds | — | — | $83K | 1.2% | |
| Principal Life Insurance Company Principal Smallcap S&P 600 Index R5 Fund | Common Stocks | — | — | $72K | 1.0% | |
| Principal Life Insurance Company Principal Core Plus Bond R5 Fund | Common Stocks | — | — | $64K | 0.9% | |
| Notes receivable from participants Interest Rates - 5.25% to 10.50% - | Bonds / Notes | — | — | $59K | 0.8% | |
| Principal Life Insurance Company Principal Lifetime 2065 R5 Fund | Common Stocks | — | — | $56K | 0.8% | |
| Principal Life Insurance Company Principal Lifetime 2020 R5 Fund | Common Stocks | — | — | $49K | 0.7% | |
| Principal Life Insurance Company Principal Smallcap Value II R5 Fund | Common Stocks | — | — | $43K | 0.6% | |
| Principal Life Insurance Company Principal Smallcap Growth I R5 Fund | Common Stocks | — | — | $43K | 0.6% | |
| American Funds Service Company American Funds New World R3 | Mutual Funds | — | — | $41K | 0.6% | |
| Principal Life Insurance Company Prin Fixed Income Guaranteed Option | Common Stocks | — | — | $30K | 0.4% | |
| MFS Investment Management MFS International Diversification R3 Fund | Mutual Funds | — | — | $28K | 0.4% | |
| Principal Life Insurance Company Principal Real Estate Securities R5 Fund | Common Stocks | — | — | $11K | 0.2% | |
| Principal Life Insurance Company Principal Lifetime 2070 R5 Fund | Common Stocks | — | — | $10K | 0.1% | |
| Principal Life Insurance Company Principal Midcap Growth III R5 Fund | Common Stocks | — | — | $10K | 0.1% | |
| Principal Life Insurance Company Principal Midcap Value I R5 Fund | Common Stocks | — | — | $2K | <0.1% | |
| PGIM Investments PGIM Jennison Natural Resources C Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
