Kimberly Borgen signed Nashoba Learning Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nashoba Learning Group, Inc.'s EIN is 01-0672424.
Download the official 2024 Form 5500 (PDF) for Nashoba Learning Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nashoba Learning Group, Inc.'s plan includes a 401(k) feature, profit-sharing, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $6.8M | 85.9% | |
| Mutual of America Separate Accounts * Clear Passage 2055 Fund Separate Account | Pooled Separate Accounts | — | — | $1.5M | 18.8% | |
| Clear Passage 2050 Fund Separate Account | Pooled Separate Accounts | — | — | $1.1M | 14.0% | |
| Clear Passage 2045 Fund Separate Account | Pooled Separate Accounts | — | — | $1.1M | 13.4% | |
| Mutual of America General Account * Interest Accumulation Account General Account | Other securities | — | — | $631K | 7.9% | |
| Clear Passage 2060 Fund Separate Account | Pooled Separate Accounts | — | — | $599K | 7.5% | |
| T. Rowe Price Blue Chip Growth Portfolio Separate Account | Pooled Separate Accounts | — | — | $409K | 5.1% | |
| Clear Passage 2025 Fund Separate Account | Pooled Separate Accounts | — | — | $395K | 5.0% | |
| Clear Passage 2040 Fund Separate Account | Pooled Separate Accounts | — | — | $360K | 4.5% | |
| Clear Passage 2065 Fund Separate Account | Pooled Separate Accounts | — | — | $212K | 2.7% | |
| Clear Passage 2030 Fund Separate Account | Pooled Separate Accounts | — | — | $161K | 2.0% | |
| Equity Index Fund Separate Account | Pooled Separate Accounts | — | — | $119K | 1.5% | |
| Fidelity VIP Contrafund Portfolio Separate Account | Pooled Separate Accounts | — | — | $99K | 1.2% | |
| Empower Variable Annuity Accounts * BlackRock LifePath Dynamic 2040 Fund Variable Annuity Account | Other securities | — | — | $99K | 1.2% | |
| Fidelity VIP Mid Cap Portfolio Separate Account | Pooled Separate Accounts | — | — | $65K | 0.8% | |
| Core Bond Fund Separate Account | Pooled Separate Accounts | — | — | $59K | 0.7% | |
| Small Cap Growth Fund Separate Account | Pooled Separate Accounts | — | — | $58K | 0.7% | |
| DWS Capital Growth VIP Separate Account | Pooled Separate Accounts | — | — | $57K | 0.7% | |
| Clear Passage 2020 Fund Separate Account | Pooled Separate Accounts | — | — | $57K | 0.7% | |
| Vanguard VIF International Portfolio Separate Account | Pooled Separate Accounts | — | — | $50K | 0.6% | |
| Clear Passage 2035 Fund Separate Account | Pooled Separate Accounts | — | — | $44K | 0.5% | |
| Fidelity VIP Equity-Income Portfolio Separate Account | Pooled Separate Accounts | — | — | $42K | 0.5% | |
| JPMorgan SmartRetirement 2045 Fund Variable Annuity Account | Other securities | — | — | $38K | 0.5% | |
| JPMorgan SmartRetirement 2050 Fund Variable Annuity Account | Other securities | — | — | $37K | 0.5% | |
| Invesco V.I. Main Street Fund Separate Account | Pooled Separate Accounts | — | — | $33K | 0.4% | |
| Retirement Income Fund Separate Account | Pooled Separate Accounts | — | — | $32K | 0.4% | |
| Mid Cap Equity Index Fund Separate Account | Pooled Separate Accounts | — | — | $29K | 0.4% | |
| Vanguard VIF Real Estate Index Portfolio Separate Account | Pooled Separate Accounts | — | — | $23K | 0.3% | |
| Small Cap Value Fund Separate Account | Pooled Separate Accounts | — | — | $22K | 0.3% | |
| Vanguard VIF Diversified Value Portfolio Separate Account | Pooled Separate Accounts | — | — | $18K | 0.2% | |
| Goldman Sachs VIT Small Cap Equity Insights Fund Separate Account | Pooled Separate Accounts | — | — | $18K | 0.2% | |
| American Century VP Capital Appreciation Fund Separate Account | Pooled Separate Accounts | — | — | $16K | 0.2% | |
| American Funds Insurance Series New World Fund Separate Account | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| International Fund Separate Account | Pooled Separate Accounts | — | — | $14K | 0.2% | |
| Moderate Allocation Fund Separate Account | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| PIMCO VIT Real Return Portfolio Separate Account | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| Mutual of America Separate Accounts (continued) * Small Cap Equity Index Fund Separate Account | Pooled Separate Accounts | — | — | $11K | 0.1% | |
| Victory RS Small Cap Growth Equity VIP Series Separate Account | Pooled Separate Accounts | — | — | $10K | 0.1% | |
| Aggressive Allocation Fund Separate Account | Pooled Separate Accounts | — | — | $9K | 0.1% | |
| Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT 515 MFS VIT III Mid Cap Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $9K | 0.1% | |
| DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $8K | 0.1% | |
| Fidelity VIP Asset Manager Portfolio Separate Account | Pooled Separate Accounts | — | — | $8K | 0.1% | |
| Neuberger Berman AMT Sustainable Equity Fund Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Mutual of America Interest Accumulation Account . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $7K | <0.1% | |
| Intermediate Bond Fund Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| MoA Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Collective Trusts | — | — | $7K | <0.1% | |
| JPMorgan SmartRetirement 2030 Fund Variable Annuity Account | Other securities | — | — | $7K | <0.1% | |
| MoA Moderate Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $6K | <0.1% | |
| Money Market Fund Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| American Funds Insurance Series New World Fund . Mutual of America GROUP ANNUITY CONTRACT 219 Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
