Isabel Levin signed New Seabury Resources Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Seabury Resources Management, Inc.'s EIN is 13-4009408.
Download the official 2024 Form 5500 (PDF) for New Seabury Resources Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Seabury Resources Management, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.3M | 16.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.2M | 14.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $580K | 7.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $569K | 7.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $439K | 5.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $438K | 5.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $431K | 5.3% | |
| T. Rowe Price Trust Company Mid-Cap Growth Fund | Common Stocks | — | — | $246K | 3.0% | |
| T. Rowe Price Trust Company Dividend Growth Fund | Common Stocks | — | — | $243K | 3.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $215K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $190K | 2.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $166K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $150K | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $137K | 1.7% | |
| T. Rowe Price Trust Company Equity Income Fund | Common Stocks | — | — | $127K | 1.6% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $90K | 1.1% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $81K | 1.0% | |
| Vanguard Selected Value | Mutual Funds | — | — | $78K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $77K | 1.0% | |
| Macquaire Small Cap Core INST | Other securities | — | — | $76K | 0.9% | |
| participants 9.50% maturing through September 2029 | Bonds / Notes | — | — | $60K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $52K | 0.6% | |
| Fidelity Total Intl Index Fund | Common Collective Trusts | — | — | $25K | 0.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $22K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $19K | 0.2% | |
| COHEN & STEERS US REALTY FUND COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $11K | 0.1% | |
| T. Rowe Price Trust Company Government Money Market Fund | Cash / Money Market | — | — | $6K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $352 | <0.1% |
