Larisa Purdy signed Nortek, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nortek, Inc.'s EIN is 05-0314991.
Download the official 2023 Form 5500 (PDF) for Nortek, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Nortek, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $169K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $92K | — |
| BAKER TILLY US LLP | 39-0859910 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $24.2M | 11.9% | |
| American Funds | Mutual Funds | — | — | $20.2M | 9.9% | |
| American Funds | Mutual Funds | — | — | $18.7M | 9.2% | |
| American Funds | Mutual Funds | — | — | $17.4M | 8.5% | |
| Fidelity Investments | Mutual Funds | — | — | $14.4M | 7.0% | |
| American Funds | Mutual Funds | — | — | $14.3M | 7.0% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $12.2M | 6.0% | |
| JPMorgan | Other securities | — | — | $11.9M | 5.8% | |
| American Funds | Mutual Funds | — | — | $8.2M | 4.0% | |
| American Funds | Mutual Funds | — | — | $7.2M | 3.5% | |
| American Funds | Mutual Funds | — | — | $6.7M | 3.3% | |
| Vanguard | Mutual Funds | — | — | $4.9M | 2.4% | |
| Delaware Funds | Other securities | — | — | $3.9M | 1.9% | |
| Vanguard | Mutual Funds | — | — | $3.8M | 1.9% | |
| American Funds | Mutual Funds | — | — | $3.4M | 1.6% | |
| American Funds | Mutual Funds | — | — | $3.1M | 1.5% | |
| Vanguard | Mutual Funds | — | — | $3.1M | 1.5% | |
| Allspring Global Investments | Other securities | — | — | $3.1M | 1.5% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $2.9M | 1.4% | |
| Alliance Bernstein | Other securities | — | — | $2.9M | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $2.7M | 1.3% | |
| American Funds | Mutual Funds | — | — | $2.3M | 1.1% | |
| PIMCO | Mutual Funds | — | — | $1.8M | 0.9% | |
| Participants | Other securities | — | — | $1.7M | 0.8% | |
| PIMCO | Mutual Funds | — | — | $1.7M | 0.8% | |
| American Funds | Mutual Funds | — | — | $1.7M | 0.8% | |
| JPMorgan | Other securities | — | — | $1.5M | 0.7% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 0.6% | |
| American Funds | Mutual Funds | — | — | $1.0M | 0.5% | |
| Vanguard | Mutual Funds | — | — | $664K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $583K | 0.3% | |
| TIAA | Mutual Funds | — | — | $321K | 0.2% | |
| American Funds | Mutual Funds | — | — | $174K | <0.1% | |
| Heartland | Other securities | — | — | $107K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $16K |
| — |
