John Barrett signed New York State Nurses Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New York State Nurses Association's EIN is 14-0923749.
Download the official 2024 Form 5500 (PDF) for New York State Nurses Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New York State Nurses Association's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom Income Fund Class A | Mutual Funds | — | — | $2.6M | 15.3% | |
| Fidelity Advisor Freedom 2060 Fund Class A | Mutual Funds | — | — | $2.1M | 12.6% | |
| Fidelity Advisor Freedom 2055 Fund Class A | Mutual Funds | — | — | $2.0M | 11.5% | |
| Fidelity Advisor Freedom 2050 Fund Class A | Mutual Funds | — | — | $1.1M | 6.7% | |
| Fidelity Advisor Freedom 2045 Fund Class A | Mutual Funds | — | — | $1.1M | 6.4% | |
| Fidelity Advisor Freedom 2065 Fund Class A | Mutual Funds | — | — | $1.0M | 6.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $717K | 4.2% | |
| Fidelity Advisor Freedom 2025 Fund Class A | Mutual Funds | — | — | $654K | 3.8% | |
| Fidelity Government Money Market Fund - Daily Money Class | Mutual Funds | — | — | $625K | 3.7% | |
| Fidelity Advisor Freedom 2040 Fund Class A | Mutual Funds | — | — | $594K | 3.5% | |
| Calvert US Large Cap Core Responsible Index Fund Class A | Common Collective Trusts | — | — | $561K | 3.3% | |
| JPMorgan Small Cap Equity Fund Class A | Other securities | — | — | $549K | 3.2% | |
| Fidelity Advisor Freedom 2010 Fund Class A | Mutual Funds | — | — | $487K | 2.9% | |
| Victory RS Value Fund Class A | Other securities | — | — | $479K | 2.8% | |
| Participant notes receivable with various maturities throughNovember 2029, rate of interest is 4.25% on all outstandingloans, collateralized by participant vested accounts. | Bonds / Notes | — | — | $395K | 2.3% | |
| Fidelity Advisor Freedom 2015 Fund Class A | Mutual Funds | — | — | $383K | 2.2% | |
| Fidelity Advisor Freedom 2020 Fund Class A | Mutual Funds | — | — | $374K | 2.2% | |
| Fidelity Advisor Freedom 2035 Fund Class A | Mutual Funds | — | — | $212K | 1.2% | |
| PIMCO High Yields Fund Class A | Mutual Funds | — | — | $192K | 1.1% | |
| Parametric Emerging Markets Fund Investor Class | Other securities | — | — | $177K | 1.0% | |
| Fidelity Advisor Short-Term Bond A | Mutual Funds | — | — | $172K | 1.0% | |
| Thornburg International Equity Fund Class R3 | Other securities | — | — | $162K | 0.9% | |
| Calvert International Equity Fund Class A | Other securities | — | — | $134K | 0.8% | |
| Fidelity Advisor Freedom 2030 Fund Class A | Mutual Funds | — | — | $102K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $73K | 0.4% | |
| Fidelity Advisor Real Estate Fund Class A | Mutual Funds | — | — | $26K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
