Julie Eldridge signed Nutmeg State Financial Credit's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nutmeg State Financial Credit's EIN is 06-0655039.
Download the official 2024 Form 5500 (PDF) for Nutmeg State Financial Credit from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nutmeg State Financial Credit'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BROTHERS FINANCIAL, LLC | 06-1517948 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.3M | 15.3% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $715K | 8.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $644K | 7.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $639K | 7.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $612K | 7.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $555K | 6.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $517K | 5.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $469K | 5.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $447K | 5.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $421K | 4.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $357K | 4.1% | |
| VAN TARGET RETIRE INC 18 REGISTERED INVESTMENT COMPANY FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $324K | 3.7% | |
| VAN COMM STRATEGY ADMIRAL | Registered Investment Companies | — | — | $273K | 3.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $213K | 2.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $170K | 1.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $131K | 1.5% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $94K | 1.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $94K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $85K | 1.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $77K | 0.9% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $66K | 0.7% | |
| FIDELITY MULTI-ASSET INDEX | Registered Investment Companies | — | — | $65K | 0.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $60K | 0.7% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $47K | 0.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $43K | 0.5% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $38K | 0.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $34K | 0.4% | |
| FIDELITY SMALL CAP GROWTH IDX | Registered Investment Companies | — | — | $31K | 0.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $30K | 0.3% | |
| VANGUARD ST INPRO SEC IND ADM 110 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $21K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $18K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $4K | <0.1% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
