Robert Haluzak signed N.R.F. Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
N.R.F. Distributors, Inc.'s EIN is 01-0319607.
Download the official 2024 Form 5500 (PDF) for N.R.F. Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)N.R.F. Distributors, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.4M | 82.4% | |
| [Assets held in common collective trust] | Other | — | — | $1.6M | 7.5% | |
| [Assets held in participant loans] | Other | — | — | $750K | 3.5% | |
| CORE BOND FUND CL R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $579K | 2.7% | |
| MID CAP GROWTH FUND II CL R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $307K | 1.5% | |
| LARGE CAP GROWTH FUND II CL R1 GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $253K | 1.2% | |
| SMALL CAP GROWTH FUND CL R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $190K | 0.9% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $174K | 0.8% | |
| SMALL CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $76K | 0.4% |
| COMMONWEALTH EQUITY SERVICES |
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $36K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOWNEAST PENSION SERVICES, INC. | 01-0472857 | NEW GLOUCESTER, ME | CONTRACT ADMINISTRTOR | $6K | — |
