Michael Ippolito signed Nicolia Industries Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nicolia Industries Inc.'s EIN is 11-3308897.
Download the official 2024 Form 5500 (PDF) for Nicolia Industries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nicolia Industries Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKLINE WEALTH MANAGEMENT LLC | 82-4803753 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 19.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $638K | 11.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $527K | 9.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $414K | 7.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $360K | 6.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $301K | 5.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $279K | 5.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $265K | 4.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $230K | 4.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $207K | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $190K | 3.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $162K | 2.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $154K | 2.8% | |
| VANG HI YLD CORP ADM 221 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $141K | 2.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $124K | 2.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $99K | 1.8% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $94K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $60K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $42K | 0.7% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $41K | 0.7% | |
| FIDELITY SMALL CAP GROWTH IDX | Registered Investment Companies | — | — | $26K | 0.5% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $20K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $20K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $18K | 0.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $16K | 0.3% | |
| VANGUARD TAX-MANAGED BAL ADM | Registered Investment Companies | — | — | $13K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $7K | 0.1% | |
| PGIM QUANT SOL CMDTY STRAT R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1K | <0.1% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $13K |
| — |
