Nicole Page signed Navex Global, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Navex Global, Inc.'s EIN is 03-0513136.
Download the official 2024 Form 5500 (PDF) for Navex Global, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navex Global, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $161K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $13.2M | 13.9% | |
| FIAM Group Trust FIAM Index Target Date 2050 Class Y | Common Stocks | — | — | $11.2M | 11.8% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $11.2M | 11.8% | |
| FIAM Group Trust FIAM Index Target Date 2045 Class Y | Common Stocks | — | — | $10.3M | 10.9% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $10.3M | 10.9% | |
| FIAM Group Trust FIAM Index Target Date 2055 Class Y | Common Stocks | — | — | $10.1M | 10.7% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $10.1M | 10.7% | |
| FIAM Group Trust FIAM Index Target Date 2040 Class Y | Common Stocks | — | — | $9.2M | 9.7% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $9.2M | 9.7% | |
| FIAM Group Trust FIAM Index Target Date 2035 Class Y | Common Stocks | — | — | $9.1M | 9.6% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $9.1M | 9.6% | |
| Fidelity Investments Contrafund Class K | Mutual Funds | — | — | $5.7M | 6.0% | |
| FIAM Group Trust FIAM Index Target Date 2030 Class Y | Common Stocks | — | — | $4.3M | 4.5% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $4.3M | 4.5% | |
| FIAM Group Trust FIAM Index Target Date 2060 Class Y | Common Stocks | — | — | $4.1M | 4.3% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $4.1M | 4.3% | |
| FIAM Group Trust FIAM Index Target Date 2025 Class Y | Common Stocks | — | — | $3.3M | 3.5% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $3.3M | 3.5% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $1.8M | 1.9% | |
| Fidelity Investments Government Money Market Fund ** $ | Mutual Funds | — | — | $1.6M | 1.7% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $1.3M | 1.4% | |
| to 9.50% maturing through 2037) - | Bonds / Notes | — | — | $1.1M | 1.2% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $1.1M | 1.2% | |
| Principal Equity Income Institutional Class | Other securities | — | — | $973K | 1.0% | |
| FIAM Group Trust FIAM Index Target Date 2020 Class Y | Common Stocks | — | — | $797K | 0.8% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $797K | 0.8% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $753K | 0.8% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $703K | 0.7% | |
| American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $661K | 0.7% | |
| MassMutual Select Mid Cap Growth Fund Class I | Other securities | — | — | $609K | 0.6% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $567K | 0.6% | |
| FIAM Group Trust FIAM Index Target Date 2065 Class Y | Common Stocks | — | — | $547K | 0.6% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $547K | 0.6% | |
| Prudential Global Investment Management Total Return Bond Class R6 | Other securities | — | — | $397K | 0.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $397K | 0.4% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $386K | 0.4% | |
| American Beacon Small Cap Value Fund Institutional Class | Other securities | — | — | $336K | 0.4% | |
| Fidelity Investments Short-term Bond Index Fund | Common Collective Trusts | — | — | $188K | 0.2% | |
| FIAM Group Trust FIAM Index Target Date 2015 Class Y | Common Stocks | — | — | $173K | 0.2% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $173K | 0.2% | |
| PIMCO All Asset Fund Institutional Class | Mutual Funds | — | — | $120K | 0.1% | |
| Invesco Developing Markets Fund Class R6 | Mutual Funds | — | — | $30K | <0.1% | |
| FIAM Group Trust FIAM Index Target Income Class Y | Common Stocks | — | — | $21K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
