OFER Buton signed Shamir Insight, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shamir Insight, Inc.'s EIN is 95-4484968.
Download the official 2024 Form 5500 (PDF) for Shamir Insight, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shamir Insight, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE | 13-5570651 | — | RECORD KEEPER | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $8.2M | 93.3% | |
| Vanguard | Mutual Funds | — | — | $1.0M | 11.5% | |
| Vanguard | Mutual Funds | — | — | $692K | 7.9% | |
| Vanguard | Mutual Funds | — | — | $639K | 7.2% | |
| American Funds | Mutual Funds | — | — | $617K | 7.0% | |
| Vanguard | Mutual Funds | — | — | $597K | 6.8% | |
| Vanguard | Mutual Funds | — | — | $559K | 6.3% | |
| AXA Equitable | Other securities | — | — | $527K | 6.0% | |
| Columbia Threadneedle Investments | Other securities | — | — | $511K | 5.8% | |
| Vanguard | Mutual Funds | — | — | $471K | 5.3% | |
| Vanguard | Mutual Funds | — | — | $441K | 5.0% | |
| MFS | Mutual Funds | — | — | $252K | 2.9% | |
| Vanguard | Mutual Funds | — | — | $245K | 2.8% | |
| Vanguard | Mutual Funds | — | — | $235K | 2.7% | |
| Vanguard | Mutual Funds | — | — | $209K | 2.4% | |
| Vanguard | Mutual Funds | — | — | $172K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $157K | 1.8% | |
| Vanguard | Mutual Funds | — | — | $154K | 1.7% | |
| Vanguard | Mutual Funds | — | — | $140K | 1.6% | |
| Vanguard | Mutual Funds | — | — | $137K | 1.6% | |
| MFS | Mutual Funds | — | — | $116K | 1.3% | |
| Columbia Threadneedle Investments | Other securities | — | — | $115K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $106K | 1.2% | |
| Invesco | Mutual Funds | — | — | $94K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $75K | 0.9% | |
| Eaton Vance | Other securities | — | — | $75K | 0.8% | |
| American Century Investments | Other securities | — | — | $70K | 0.8% | |
| Invesco | Mutual Funds | — | — | $67K | 0.8% | |
| Notes Receivable from Participants | Other securities | — | — | $67K | 0.8% | |
| American Funds | Mutual Funds | — | — | $66K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $61K | 0.7% | |
| DFA Investment Dimensions Group Inc. | Mutual Funds | — | — | $49K | 0.6% | |
| American Century Investments | Other securities | — | — | $21K | 0.2% | |
| EQ Advisors Trust | Other securities | — | — | $19K | 0.2% | |
| American Funds | Mutual Funds | — | — | $18K | 0.2% | |
| DFA Investment Dimensions Group Inc. | Mutual Funds | — | — | $15K | 0.2% | |
| PGIM Investments | Other securities | — | — | $15K | 0.2% | |
| Franklin Templeton | Mutual Funds | — | — | $2K | <0.1% | |
| Franklin Templeton | Mutual Funds | — | — | $408 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
