Tonda Capps Trent signed Nachi America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nachi America, Inc.'s EIN is 13-1968862.
Download the official 2024 Form 5500 (PDF) for Nachi America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nachi America, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2035 Fund Class K6 475,032 | Mutual Funds | — | — | $5.6M | 17.2% | |
| Fidelity Freedom Blend 2030 Fund Class K6 276,425 | Mutual Funds | — | — | $3.1M | 9.5% | |
| Fidelity 500 Index Fund 14,345 | Common Collective Trusts | — | — | $2.9M | 8.9% | |
| Fidelity Freedom Blend 2040 Fund Class K6 219,995 | Mutual Funds | — | — | $2.7M | 8.4% | |
| Fidelity Freedom Blend 2020 Fund Class K6 202,283 | Mutual Funds | — | — | $2.1M | 6.5% | |
| Fidelity Freedom Blend 2025 Fund Class K6 178,836 | Mutual Funds | — | — | $2.0M | 6.0% | |
| Fidelity Blue Chip Growth Fund K6 48,046 | Mutual Funds | — | — | $1.8M | 5.4% | |
| MFS Mid Cap Growth Fund R6 42,719 | Mutual Funds | — | — | $1.3M | 4.1% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund K6 1,235,427 | Mutual Funds | — | — | $1.2M | 3.8% | |
| Fidelity Freedom Blend 2055 Fund Class K6 92,676 | Mutual Funds | — | — | $1.2M | 3.6% | |
| Fidelity U.S. Bond Index Fund 105,352 | Common Collective Trusts | — | — | $1.1M | 3.3% | |
| Fidelity Freedom Blend 2050 Fund Class K6 84,238 | Mutual Funds | — | — | $1.1M | 3.2% | |
| REGISTERED INVESTMENT COMPANIES American Funds American Mutual Fund R6 17,795 | Mutual Funds | — | — | $982K | 3.0% | |
| Fidelity Freedom Blend 2045 Fund Class K6 76,445 | Mutual Funds | — | — | $964K | 2.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through September 2053 0 | Bonds / Notes | — | — | $659K | 2.0% | |
| Fidelity Mid Cap Index Fund 16,323 | Common Collective Trusts | — | — | $551K | 1.7% | |
| Fidelity International Capital Appreciation Fund K6 30,674 | Mutual Funds | — | — | $494K | 1.5% | |
| Fidelity Total Bond Fund K6 53,467 | Mutual Funds | — | — | $465K | 1.4% | |
| Fidelity Freedom Blend 2015 Fund Class K6 37,939 | Mutual Funds | — | — | $386K | 1.2% | |
| Allspring Special Mid Cap Value Fund R6 7,901 | Other securities | — | — | $378K | 1.2% | |
| DFA Emerging Markets I 11,063 | Mutual Funds | — | — | $316K | 1.0% | |
| MFS International Diversification Fund R6 11,629 | Mutual Funds | — | — | $266K | 0.8% | |
| PIMCO Real Return Fund Class 24,607 | Mutual Funds | — | — | $245K | 0.7% | |
| Fidelity Freedom Blend 2060 Fund Class K6 19,055 | Mutual Funds | — | — | $244K | 0.7% | |
| Fidelity Freedom Blend 2010 Fund Class K6 19,144 | Mutual Funds | — | — | $191K | 0.6% | |
| Fidelity Small Cap Index Fund 5,447 | Common Collective Trusts | — | — | $151K | 0.5% | |
| Fidelity Freedom Blend 2065 Fund Class K6 8,306 | Mutual Funds | — | — | $110K | 0.3% | |
| Fidelity Global ex U.S. Index Fund 6,372 | Common Collective Trusts | — | — | $92K | 0.3% | |
| Allspring Special Small Cap Value Fund R6 1,331 | Other securities | — | — | $54K | 0.2% | |
| Fidelity Small Cap Growth Fund K6 1,408 | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity Freedom Blend 2070 Fund Class K6 55 ** 566 * Fidelity Freedom Blend Income Fund K6 168 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
