Gaile Omori signed New Benevis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Benevis, Inc.'s EIN is 20-1670242.
Download the official 2024 Form 5500 (PDF) for New Benevis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Benevis, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $371K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LOCKTON RETIREMEN | 20-8874282 | — | INVESTMENT ADVISORY | $75K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMER CENT IN RETIRE TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $46.5M | 58.8% | |
| Global Trust Company American Century Retirement Date 2045 Trust | Common Stocks | — | — | $16.3M | 20.6% | |
| Global Trust Company American Century Retirement Date 2035 Trust | Common Stocks | — | — | $10.3M | 13.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.8M | 12.4% | |
| MainStay Funds NYLI Winslow Large Cap Growth Fund | Other securities | — | — | $5.1M | 6.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.6M | 5.8% | |
| Global Trust Company American Century Retirement Date 2025 Trust | Common Stocks | — | — | $4.0M | 5.1% | |
| Global Trust Company American Century Retirement Date 2050 Trust | Common Stocks | — | — | $3.7M | 4.7% | |
| Global Trust Company American Century Retirement Date 2055 Trust | Common Stocks | — | — | $3.0M | 3.8% | |
| Global Trust Company American Century In Retirement Trust | Common Stocks | — | — | $2.3M | 2.9% | |
| Global Trust Company American Century Retirement Date 2040 Trust | Common Stocks | — | — | $2.2M | 2.8% | |
| Global Trust Company American Century Retirement Date 2060 Trust | Common Stocks | — | — | $1.9M | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.7M | 2.2% | |
| Participant loans Participant loans (interest rates ranging from 4.25% to 9.25% maturing through | Bonds / Notes | — | — | $1.7M | 2.2% | |
| Global Trust Company American Century Retirement Date 2030 Trust | Common Stocks | — | — | $1.6M | 2.1% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Fund | Other securities | — | — | $1.4M | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| Global Trust Company American Century Retirement Date 2065 Trust | Common Stocks | — | — | $1.2M | 1.5% | |
| American Century Investments American Century Small Cap Value Fund | Other securities | — | — | $1.1M | 1.4% | |
| MassMutual Financial Group MassMutual Mid Cap Growth Fund | Common Stocks | — | — | $993K | 1.3% | |
| MFS Investment Management MFS Value Fund | Mutual Funds | — | — | $969K | 1.2% | |
| The American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $878K | 1.1% | |
| Loomis Sayles Natixis Loomis Sayles Core Plus Bond Fund | Other securities | — | — | $798K | 1.0% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $415K | 0.5% | |
| PIMCO Funds PIMCO Income Fund | Mutual Funds | — | — | $198K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $176K | 0.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $71K | <0.1% | |
| PIMCO Funds PIMCO All Asset Fund | Mutual Funds | — | — | $31K | <0.1% | |
| (E) | Other securities | — | $71K | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
