Tonia Ritchie signed Nasco Healthcare, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nasco Healthcare, Inc.'s EIN is 06-1165854.
Download the official 2024 Form 5500 (PDF) for Nasco Healthcare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nasco Healthcare, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Company AB-AB US Large Cap Growth CIT W Series Class M Fund | Common Collective Trusts | — | — | $2.5M | 12.3% | |
| AB US LG CP GTH CIT W SER M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.5M | 12.3% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.8M | 8.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 8.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 7.0% | |
| American Century Balanced Fund | Other securities | — | — | $1.4M | 6.7% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $1.4M | 6.6% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $1.3M | 6.4% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $1.3M | 6.1% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 5.3% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $1.0M | 5.0% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $793K | 3.9% | |
| DFA Emerging Markets Core Equity Portfolio Fund | Mutual Funds | — | — | $658K | 3.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $600K | 2.9% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $553K | 2.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $426K | 2.1% | |
| PGIM High Yield Fund | Other securities | — | — | $398K | 1.9% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $361K | 1.8% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $334K | 1.6% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $322K | 1.6% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $271K | 1.3% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $249K | 1.2% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $194K | 0.9% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $113K | 0.6% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $103K | 0.5% | |
| Great Gray Trust Company State Street Global All Cap Equity Ex-U.S. Index Fund | Common Collective Trusts | — | — | $103K | 0.5% | |
| Fidelity Advisor International Capital Appreciation Fund | Mutual Funds | — | — | $87K | 0.4% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $66K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $56K | 0.3% | |
| Participant Loans | Participant loans | — | $0 | $50K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund | Mutual Funds | — | — | $247 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.