Latoya REID signed NGE Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NGE Co.'s EIN is 20-1031058.
Download the official 2024 Form 5500 (PDF) for NGE Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NGE Co.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 21.0% | |
| Principal LargeCap Growth fund | Other securities | — | — | $2.0M | 10.8% | |
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.4M | 7.3% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.3% | |
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.1% | |
| Empower Annuity Insurance Company of America** Investment contract - Fixed Annuity Series | Common Stocks | — | — | $924K | 4.9% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $891K | 4.8% | |
| Vanguard Small Capital Index Fund | Common Collective Trusts | — | — | $875K | 4.7% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $620K | 3.3% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $603K | 3.2% | |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $542K | 2.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $529K | 2.8% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $494K | 2.6% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $418K | 2.2% | |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $334K | 1.8% | |
| Empower** Multi-Sector Bond Fund | Other securities | — | — | $318K | 1.7% | |
| T ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $302K | 1.6% | |
| Vanguard Mid Capital Index Fund | Common Collective Trusts | — | — | $292K | 1.6% | |
| T. Rowe Price Mid Capital Growth Fund | Other securities | — | — | $270K | 1.4% | |
| Franklin Small Capital Value Fund | Mutual Funds | — | — | $251K | 1.3% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $244K | 1.3% | |
| 9.50, maturing at various dates through September 2032 - | Other securities | — | — | $235K | 1.3% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $230K | 1.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $220K | 1.2% | |
| Goldman Sachs International Small Capital Insights Fund | Other securities | — | — | $216K | 1.2% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $179K | 1.0% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $66K | 0.4% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $24K | 0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $524 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
