Leo Fridley signed North Atlantic Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Atlantic Industries, Inc.'s EIN is 11-3120875.
Download the official 2024 Form 5500 (PDF) for North Atlantic Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Atlantic Industries, 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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY LLC | 11-8506778 | — | NONE | $25K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $7.2M | 17.8% | |
| Aberdeen FEDERATED HERMES MDT LARGE CAP | Other securities | — | — | $6.8M | 16.9% | |
| T. Rowe TROWE PRICE CAPTL APPRECIATION | Mutual Funds | — | — | $5.0M | 12.3% | |
| Schwab Bank Savings Account | Mutual Funds | — | — | $2.6M | 6.4% | |
| Fidelity MID CAP STOCK | Mutual Funds | — | — | $2.5M | 6.1% | |
| BNY Mellon BNY MELLON WORLDWIDE GROWTH A | Other securities | — | — | $2.4M | 5.9% | |
| EATON VANCE EATON VANCE CORE PLUS BOND I | Other securities | — | — | $1.7M | 4.2% | |
| JPMorgan INTL EQT FD CL R6 | Other securities | — | — | $1.6M | 4.0% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | Mutual Funds | — | — | $1.4M | 3.5% | |
| JPMorgan JP MORGAN EQUITY INCOME R6 | Other securities | — | — | $1.3M | 3.1% | |
| Vanguard TARGET RETIREMNT 2030 | Mutual Funds | — | — | $894K | 2.2% | |
| Vanguard TARGET RETIREMNT 2060 | Mutual Funds | — | — | $887K | 2.2% | |
| Vanguard SMALL CAP INDEX ADMRL | Mutual Funds | — | — | $880K | 2.2% | |
| Fuller & Thaler FULLER THALER BEHAV SMCP EQ R6 | Other securities | — | — | $635K | 1.6% | |
| Vanguard TARGET RETIREMNT 2065 | Mutual Funds | — | — | $609K | 1.5% | |
| PIMCO NUVEEN REAL ESTATE SEC SEL R6 | Mutual Funds | — | — | $575K | 1.4% | |
| Vanguard TARGET RETIREMNT 2035 | Mutual Funds | — | — | $556K | 1.4% | |
| Vanguard TARGET RETIREMNT 2050 | Mutual Funds | — | — | $501K | 1.2% | |
| Vanguard INFLATION PROTECT ADM | Mutual Funds | — | — | $484K | 1.2% | |
| Vanguard TARGET RETIREMNT 2025 | Mutual Funds | — | — | $418K | 1.0% | |
| Vanguard TARGET RETIREMNT 2055 | Mutual Funds | — | — | $390K | 1.0% | |
| Vanguard TARGET RETIREMNT 2045 | Mutual Funds | — | — | $275K | 0.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $242K | 0.6% | |
| Vanguard TARGET RETIREMNT 2040 | Mutual Funds | — | — | $168K | 0.4% | |
| Pzema EMERGING MARKETS VALUE I | Other securities | — | — | $128K | 0.3% | |
| Vanguard REAL ESTATE INDEX ADM | Mutual Funds | — | — | $101K | 0.3% | |
| Vanguard TARGET RETIREMNT 2020 | Mutual Funds | — | — | $94K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| NONE |
| $0 |
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