Tim Clark signed Board of Trustees of the National Plus Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees of the National Plus Plan's EIN is 13-3513611.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of the National Plus Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of the National Plus Plan's plan includes ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY CLIENT | $54K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $201.9M | 90.5% | |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $25.6M | 11.5% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $0 | <0.1% |
| Indirect comp |
|---|
| AMALGAMATED LIFE INSURANCE CO | — | NEW YORK, NY | RETAINED BY CLIENT | $265K | — |
| SCHULTE ROTH & ZABEL LLP | — | NEW YORK, NY | RETAINED BY CLIENT | $173K | — |
| INNOVATIVE SOFTWARE SOLUTIONS | 52-1796473 | MAPLE SHADE, NJ | RETAINED BY CLIENT | $105K | — |
| ALICO | — | WHITE PLAINS, NY | RETAINED BY CLIENT | $45K | — |
| ALLIANT INSURANCE | — | NEW YORK, NY | RETAINED BY CLIENT | $30K | — |
| NOVAK FRANCELLA | — | NEW YORK, NY | RETAINED BY CLIENT | $25K | — |
| MARINER CONSULTING | 59-3676225 | WINTER PARK, FL | RETAINED BY CLIENT | $18K | — |
| NATIONAL RETIREMENT FUND | — | WHITE PLAINS, NY | RETAINED BY CLIENT | $7K | — |
| J W THOMPSON INVESTMENTS LLC | — | SINGR ISLAND, FL | RETAINED BY CLIENT | $6K | — |
