National Development Associates of New England, Inc.'s EIN is 04-3142739.
Download the official 2024 Form 5500 (PDF) for National Development Associates of New England, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Development Associates of New England, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | — | $36K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | — | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $69.8M | 96.1% | |
| FID 500 INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $9.3M | 12.8% | |
| VNGRD WNDSR ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $8.8M | 12.2% | |
| PUTNAM LARGE CAP GROWTH FUND PUTNAM · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $6.4M | 8.8% | |
| ARTISAN INTL VAL INST ARTISAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $5.6M | 7.7% | |
| NUVEEN LIFECYCLE INDEX 2035 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $5.1M | 7.0% | |
| NW GENEVA SMCAPGR INST SVC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $4.6M | 6.4% | |
| VIC SYC ESTBLSHD VAL I VICTORY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $3.3M | 4.5% | |
| AMFDS NEW WLD R6 AMERICAN FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.3% | |
| VNGRD TTL STMKT INDX FD AS VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.2% | |
| NUVEEN LIFECYCLE INDEX 2030 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $2.3M | 3.2% | |
| NUVEEN LIFECYCLE INDEX 2050 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.6% | |
| STATE STREET BALANCED INDEX FUND STATE STREET · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2055 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| BAIRD COR PLS BD INST BAIRD FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2060 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| PIMCO INTL BDUSDLRHDGINST PIMCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| FID US BD INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.0M | 1.4% | |
| TROWEPR BLUE CHIP GR T ROWE PRICE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $945K | 1.3% | |
| VNGRD FTSE SOC INDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $899K | 1.2% | |
| VNGRD TTL INTLSTKINDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $889K | 1.2% | |
| NUVEEN LIFECYCLE INDEX 2045 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $804K | 1.1% | |
| DFA US CORE EQ 2 INST DFA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $693K | 1.0% | |
| NUVEEN LIFECYCLE INDEX 2040 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $648K | 0.9% | |
| VNGRD 500 INDEX FD AS VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $621K | 0.9% | |
| NUVEEN LIFECYCLE INDEX 2025 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $545K | 0.8% | |
| VNGRD EMRG MKT STKINDXADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $497K | 0.7% | |
| COHENSTRS REALEST SEC INST COHEN & STEERS FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $325K | 0.4% | |
| VNGRD TRGT RTRMT 2035 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $258K | 0.4% | |
| FID INFL PRTCT BD INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $256K | 0.4% | |
| PRNCPL MDCAP R6 PRINCIPAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $232K | 0.3% | |
| DFA INTL LGCAP GR DFA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $220K | 0.3% | |
| VNGRD TRGT RTRMT 2055 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $201K | 0.3% | |
| NUVEEN LGCAP GROWTH INDEX FND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $183K | 0.3% | |
| VNGRD WLSLY INC ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $180K | 0.2% | |
| FED HRMS INST HIYLDBD INST FEDERATED HERMES · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $128K | 0.2% | |
| VNGRD AMCAP VAL INDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $126K | 0.2% | |
| DODGECOX INTL STK CLASS I DODGE & COX · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $120K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2065 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $93K | 0.1% | |
| BLKRK 80/20 TRGTALLOC INST BLACKROCK · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $87K | 0.1% | |
| VNGRD TAXMGD SMCAP ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $86K | 0.1% | |
| GDMNSCS CQCPTNRINTLOPPR R6 GOLDMAN SACHS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $74K | 0.1% | |
| FID EXTD MKT INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $72K | <0.1% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $66K | <0.1% | |
| LEGGM CLRBRDG LGCAP GR I LEGG MASON · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $66K | <0.1% | |
| VNGRD LT INVMT GRD ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $59K | <0.1% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO DFA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $54K | <0.1% | |
| PUB-JPM EMRG MKT EQ A JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $54K | <0.1% | |
| BARON OPPR INST BARON FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $51K | <0.1% | |
| VNGRD TTL INTL BD INX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $51K | <0.1% |
| IRON FIDUCIARY | 99-9552241 | — | ADVISOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARDITO TOSCANO AND MCCOLLUM PC | — | NORTH ANDOVER, MA | ACCOUNTANT | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | FAIRFIELD, MA | — | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON O'CONNOR FERON & CARUCCI LL | — | WAKEFIELD, MA | THIRD PARTY FEE | $22K | — |
