Michelle Boyea signed Norcom Realty Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norcom Realty Corp.'s EIN is 11-3318787.
Download the official 2024 Form 5500 (PDF) for Norcom Realty Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norcom Realty Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET SP 500 INDEX NON LENDI STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 276 | Common Collective Trust | — | $969K | $1.5M | 21.4% | |
| DODGE & COX INCOME FUND CL X MUTUAL FUNDS | Mutual Funds | — | $994K | $1.0M | 14.6% | |
| ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS | Common Collective Trusts | — | $839K | $880K | 12.7% | |
| BLACKROCK RUSSELL 2500 INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-1431095 / PN 001 | Common Collective Trust | — | $656K | $816K | 11.8% | |
| INVESCO STABLE VALUE RET CL 1 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $673K | $673K | 9.7% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $631K | 9.1% | |
| LOAN FUND LOANS | Other securities | — | $413K | $413K | 6.0% | |
| STATE STREET US BOND INDEX NL SERIE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | $338K | $341K | 4.9% | |
| MFS GROWTH FUND CL A MUTUAL FUNDS | Mutual Funds | — | $185K | $235K | 3.4% | |
| DODGE & COX STOCK CL X MUTUAL FUNDS | Mutual Funds | — | $186K | $212K | 3.1% | |
| JP MORGAN MID CAP VAL FD R3 MUTUAL FUNDS | Other securities | — | $214K | $205K | 3.0% | |
| MACQUARIE SMALL CAP VALUE FD A MUTUAL FUNDS | Other securities | — | $174K | $173K | 2.5% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $129K | $129K | 1.9% | |
| VANGUARD INTL GRWT FD ADM CLAS MUTUAL FUNDS | Mutual Funds | — | $128K | $112K | 1.6% | |
| AMERICAN NEW WORLD FUND MUTUAL FUNDS | Other securities | — | $80K | $76K | 1.1% | |
| VANGUARD FTSE ALL WORLD MUTUAL FUNDS | Mutual Funds | — | $23K | $22K | 0.3% | |
| AB SM CAP GRWTH PORTFOLIO ADV MUTUAL FUNDS | Other securities | — | $14K | $18K | 0.3% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $11K | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
