Stacey Remillard signed Northwestern Counseling and Support Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwestern Counseling and Support Services, Inc.'s EIN is 03-0210542.
Download the official 2024 Form 5500 (PDF) for Northwestern Counseling and Support Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwestern Counseling and Support Services, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2025 | Other securities | — | $5.1M | $5.1M | 13.9% | |
| TRP RETIREMENT 2040 | Other securities | — | $4.2M | $4.9M | 13.4% | |
| TRP RETIREMENT 2035 | Other securities | — | $3.9M | $4.6M | 12.4% | |
| TRP RETIREMENT 2030 | Other securities | — | $4.0M | $4.2M | 11.5% | |
| TRP RETIREMENT 2055 | Other securities | — | $3.2M | $3.8M | 10.3% | |
| TRP RETIREMENT 2050 | Other securities | — | $3.0M | $3.6M | 9.9% | |
| TRP RETIREMENT 2045 | Other securities | — | $2.7M | $3.3M | 9.1% | |
| TRP RETIREMENT 2020 | Other securities | — | $1.6M | $1.5M | 4.1% | |
| TRP RETIREMENT 2015 | Other securities | — | $972K | $903K | 2.4% | |
| FID 500 INDEX | Common Collective Trusts | — | $567K | $890K | 2.4% | |
| FID CONTRAFUND | Mutual Funds | — | $559K | $848K | 2.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $697K | 1.9% | |
| TRP RETIREMENT 2060 | Other securities | — | $480K | $528K | 1.4% | |
| FID BALANCED | Mutual Funds | — | $420K | $497K | 1.3% | |
| FID US BOND IDX | Common Collective Trusts | — | $292K | $272K | 0.7% | |
| TRP RETIREMENT 2065 | Other securities | — | $195K | $207K | 0.6% | |
| FID GOV CASH RESERVE | Mutual Funds | — | $206K | $206K | 0.6% | |
| DODGE & COX INCOME I | Mutual Funds | — | $190K | $176K | 0.5% | |
| J H ENTERPRISE IS | Other securities | — | $142K | $170K | 0.5% | |
| DODGE&COX INTL STK I | Mutual Funds | — | $67K | $83K | 0.2% | |
| FID LOW PRICED STK | Mutual Funds | — | $84K | $76K | 0.2% | |
| TRP RETIREMENT 2010 | Other securities | — | $47K | $42K | 0.1% | |
| TRP RETIREMENT 2005 | Other securities | — | $36K | $34K | <0.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | $25K | $28K | <0.1% | |
| MFS VALUE R6 | Mutual Funds | — | $20K | $20K | <0.1% | |
| MFS MID CAP VALUE R4 | Mutual Funds | — | $18K | $20K | <0.1% | |
| AF INFL LINKED BD R6 | Other securities | — | $10K | $10K | <0.1% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $8K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
