Stacy Vigna signed Newforma, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newforma, Inc.'s EIN is 20-0400003.
Download the official 2024 Form 5500 (PDF) for Newforma, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newforma, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.7M | 29.5% | |
| American Funds 2035 Target Date Retirement Fund 145,772 shares | Mutual Funds | — | $146K | $2.8M | 21.9% | |
| Vanguard 500 Index Admiral Fund 2,139 shares | Common Collective Trusts | — | $2K | $1.2M | 9.2% | |
| Total variable annuity accounts | Other securities | — | — | $823K | 6.5% | |
| JPMorgan Large Cap Growth Fund 5,938 shares | Other securities | — | $6K | $725K | 5.7% | |
| Vanguard Mid Cap Index Fund 1,299 shares | Common Collective Trusts | — | $1K | $425K | 3.4% | |
| Vanguard Explorer Fund 3,442 shares | Mutual Funds | — | $3K | $368K | 2.9% | |
| Vanguard Small Cap Index Fund 2,618 shares | Common Collective Trusts | — | $3K | $301K | 2.4% | |
| Vanguard Intermediate Term Bond Index Fund 25,050 shares | Common Collective Trusts | — | $25K | $254K | 2.0% | |
| Columbia Dividend Income Fund 7,199 shares | Other securities | — | $7K | $243K | 1.9% | |
| Fidelity International Index Fund 3,626 shares | Common Collective Trusts | — | $4K | $172K | 1.4% | |
| Schwab Fundamental International Large Company Index Fund 15,289 shares | Common Collective Trusts | — | $15K | $158K | 1.3% | |
| PIMCO Income Fund 14,255 shares | Mutual Funds | — | $14K | $150K | 1.2% | |
| Fidelity Mid Cap Growth Index Fund 4,424 shares | Common Collective Trusts | — | $4K | $145K | 1.1% | |
| Victory Sycamore Established Value Fund 2,853 shares | Other securities | — | $3K | $131K | 1.0% | |
| JPMorgan Core Bond Fund 12,114 shares | Other securities | — | $12K | $123K | 1.0% | |
| American Funds Balanced Fund 3,439 shares | Mutual Funds | — | $3K | $118K | 0.9% | |
| Blackrock Health Sciences Fund 1,715 shares | Other securities | — | $2K | $115K | 0.9% | |
| PGIM High Yield Bond Fund 1,908 shares | Other securities | — | $2K | $98K | 0.8% | |
| JPMorgan U.S. Small Company Fund 4,708 shares | Common Stocks | — | $5K | $85K | 0.7% | |
| Virtus Duff & Phelps Real Estate Securities Fund 4,208 shares | Other securities | — | $4K | $79K | 0.6% | |
| Empower Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $64K | 0.5% | |
| American Funds | Mutual Funds | — | — | $60K | 0.5% | |
| American Funds | Mutual Funds | — | — | $50K | 0.4% | |
| Calvert Short Duration Income Fund3,048 shares | Other securities | — | $3K | $48K | 0.4% | |
| American Funds | Mutual Funds | — | — | $46K | 0.4% | |
| T. Rowe Price All-Cap Opportunities Fund 430 shares | Other securities | — | — | $32K | 0.2% | |
| Franklin Gold and Precious Metals1,371 shares | Mutual Funds | — | $1K | $26K | 0.2% | |
| T. Rowe Price Dividend Growth Fund 290 shares | Other securities | — | — | $22K | 0.2% | |
| American Funds | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds | Mutual Funds | — | — | $18K | 0.1% | |
| American Funds | Mutual Funds | — | — | $17K | 0.1% | |
| American Funds | Mutual Funds | — | — | $16K | 0.1% | |
| JPMorgan Unconstrained Debt Fund 1,643 shares | Other securities | — | $2K | $16K | 0.1% | |
| Blackrock Inflation Protected Bond Fund 965 shares | Other securities | — | — | $9K | <0.1% | |
| Virtus | Other securities | — | — | $8K | <0.1% | |
| American Funds | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| NBT BANK NA DBA TPA EXPERTS | — | NEW GLOUCESTER, ME | CONTRACT ADMIN | $1K | — |
