The Napoli Group LLC's EIN is 20-0100132.
Download the official 2024 Form 5500 (PDF) for The Napoli Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Napoli Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE | 36-6071399 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRIL LYNCH LIFE AGENCY | 13-2808480 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $1.1M | 14.7% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $892K | 12.4% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $804K | 11.2% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $624K | 8.7% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $621K | 8.6% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $569K | 7.9% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $544K | 7.6% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $467K | 6.5% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $405K | 5.6% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $247K | 3.4% | |
| MFS VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 710 | Pooled Separate Account | — | — | $172K | 2.4% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $109K | 1.5% | |
| STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $100K | 1.4% | |
| Transamerica Stable Value Core Account Insurance General Account | Stable Value | — | — | $90K | 1.2% | |
| FRANKLIN SM-MD CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 358 | Pooled Separate Account | — | — | $73K | 1.0% | |
| STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $66K | 0.9% | |
| LOOMIS SAYLES INVST GRADE BD RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $66K | 0.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $55K | 0.8% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $38K | 0.5% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $35K | 0.5% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 047 | Pooled Separate Account | — | — | $31K | 0.4% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $31K | 0.4% | |
| TRANSAMERICA SMALL CAP VALUE RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 085 | Pooled Separate Account | — | — | $30K | 0.4% | |
| PIONEER STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $28K | 0.4% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $23K | 0.3% | |
| INVESCO GLOBAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 035 | Pooled Separate Account | — | — | $14K | 0.2% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING GROUP | 20-4795685 | STRATHAM, NH | THIRD PARTY ADMIN | $3K | — |
