Mario IZZO signed National Integrated Industries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Integrated Industries' EIN is 06-0834545.
Download the official 2024 Form 5500 (PDF) for National Integrated Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Integrated Industries' 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 | $30K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.9M | 22.7% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.2M | 12.9% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $1.9M | 10.9% | |
| AMERCENT ONE CHOICE 2025 I | Registered Investment Companies | — | — | $1.4M | 8.3% | |
| AMERCENT ONE CHOICE 2035 I | Registered Investment Companies | — | — | $1.1M | 6.3% | |
| AMERCENT ONE CHOICE 2045 I | Registered Investment Companies | — | — | $1.0M | 6.0% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $916K | 5.4% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $739K | 4.3% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $463K | 2.7% | |
| AMERCENT ONE CHOICE RETIRE I | Registered Investment Companies | — | — | $441K | 2.6% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $414K | 2.4% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $366K | 2.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $329K | 1.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $253K | 1.5% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $202K | 1.2% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $159K | 0.9% | |
| MFS CORPORATE BOND R6 | Registered Investment Companies | — | — | $139K | 0.8% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $133K | 0.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $128K | 0.8% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $112K | 0.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $101K | 0.6% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $98K | 0.6% | |
| TRP EMERGING MARKETS STOCK I | Registered Investment Companies | — | — | $88K | 0.5% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $76K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $59K | 0.3% | |
| PGIM JENNISON MID-CAP GROWTH Z | Registered Investment Companies | — | — | $49K | 0.3% | |
| TROWE PRICE INTL VALUE EQ I | Registered Investment Companies | — | — | $34K | 0.2% | |
| LORD ABBETT INTL OPPS R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $9K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | 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.
| — |
| INVESTMENT ADVISOR |
| $14K |
| — |
