Becky Christensen signed Newcomb Spring Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newcomb Spring Corp.'s EIN is 06-0672947.
Download the official 2023 Form 5500 (PDF) for Newcomb Spring Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Newcomb Spring Corp.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | -$9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGENT PEAK WEALTH ADVISORS | 83-4638642 | — | INVESTMENT ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $19K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company | Mutual Funds | — | — | $4.0M | 18.1% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.0M | 13.8% | |
| Fidelity Spartan 500 Index Adv | Common Collective Trusts | — | — | $2.1M | 9.6% | |
| JP Morgan Large Cap growth | Other securities | — | — | $1.4M | 6.2% | |
| JP Morgan Smart Retirement 2045 I | Other securities | — | — | $1.1M | 5.2% | |
| Victory International Fund Y | Other securities | — | — | $1.1M | 5.0% | |
| JP Morgan Smart Retirement 2030 I | Other securities | — | — | $881K | 4.0% | |
| Fidelity Mid Cap Value | Mutual Funds | — | — | $873K | 4.0% | |
| JP Morgan Smart Retirement 2035 I | Other securities | — | — | $762K | 3.5% | |
| Fidelity GNMA | Agency / Mortgage-Backed | — | — | $744K | 3.4% | |
| Baird Mid Cap Inv | Other securities | — | — | $707K | 3.2% | |
| Fidelity Spartan US Bond Idx Adv | Common Collective Trusts | — | — | $669K | 3.0% | |
| JP Morgan Smart Retirement 2055 I | Other securities | — | — | $647K | 2.9% | |
| Columbia Dividend Income A | Other securities | — | — | $563K | 2.6% | |
| Participants Notes receivable with variable maturities and interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $519K | 2.4% | |
| JP Morgan Smart Retirement Income I | Other securities | — | — | $420K | 1.9% | |
| JP Morgan Smart Retirement 2040 I | Other securities | — | — | $410K | 1.9% | |
| PIMCO INCOME ADM | Mutual Funds | — | — | $306K | 1.4% | |
| ClearBridge International Growth Fund A | Other securities | — | — | $267K | 1.2% | |
| Parnassus Core Eq OS | Other securities | — | — | $233K | 1.1% | |
| JP Morgan Smart Retirement 2025 I | Other securities | — | — | $221K | 1.0% | |
| JP Morgan Smart Retirement 2050 I | Other securities | — | — | $202K | 0.9% | |
| Glenmede Small Cap Value Inv | Other securities | — | — | $136K | 0.6% | |
| PGIM International Opportunity | Other securities | — | — | $111K | 0.5% | |
| Fidelity Growth Strategy | Mutual Funds | — | — | $100K | 0.5% | |
| Cohen & Steers Real Est A | Other securities | — | — | $74K | 0.3% | |
| ABF Small Cap Value Inv | Other securities | — | — | $60K | 0.3% | |
| Hardford Balanced Inc R4 | Common Stocks | — | — | $57K | 0.3% | |
| JP Morgan Smart Retirement 2020 I | Other securities | — | — | $47K | 0.2% | |
| BNY Melon Small Cap St Index Inv | Other securities | — | — | $19K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $12K | <0.1% |
