Joseph Yezukevich signed Newbury Comics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newbury Comics, Inc.'s EIN is 04-2744540.
Download the official 2024 Form 5500 (PDF) for Newbury Comics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newbury Comics, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $6.1M | 20.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $4.9M | 16.5% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $3.6M | 12.3% | |
| JOHN HANCOCK DISC VAL R5 | Registered Investment Companies | — | — | $3.3M | 11.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.1M | 10.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.0M | 10.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.5M | 5.0% | |
| CALVERT EQUITY FUND I | Registered Investment Companies | — | — | $1.5M | 4.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $844K | 2.9% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $626K | 2.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $447K | 1.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $241K | 0.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $150K | 0.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $105K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | <0.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $25K |
| — |