Robyn Brend signed Northstar Memorial Group, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northstar Memorial Group, LLC's EIN is 20-2121168.
Download the official 2022 Form 5500 (PDF) for Northstar Memorial Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Northstar Memorial Group, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $83K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RET 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.4M | 16.3% | |
| TRP RET 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.0M | 15.6% | |
| TRP RET 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.8M | 11.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.2M | 10.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.7M | 9.8% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $2.8M | 4.9% | |
| TRP RET 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.5% | |
| INVESTMENTS CSW INDUSTRIALS | OTHER | — | — | $2.1M | 3.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $1.9M | 3.2% | |
| WESTERN ASSET CORE PLUS BD R1 WILMINGTON TRUST · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $1.8M | 3.1% | |
| JPMORGAN SMALL CAP EQUITY R6 | Registered Investment Companies | — | — | $1.3M | 2.2% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| COHEN STEERS US REALTY F SEI TRUST COMPANY · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $993K | 1.7% | |
| TRP RET 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $930K | 1.6% | |
| TRP RETIREMENT BALANCED I - I | Registered Investment Companies | — | — | $811K | 1.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $769K | 1.3% | |
| INVESTMENTS CAPITAL SOUTHWEST CORPORATION | OTHER | — | — | $306K | 0.5% | |
| TRP RET 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $253K | 0.4% | |
| TRP RET 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $219K | 0.4% | |
| TRP RET 2005 TRUST A DWS TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $142K | 0.2% | |
| TRP RET 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $119K | 0.2% | |
| TRP RET 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $115K | 0.2% | |
| TRP RET 2010 TRUST A T, ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $83K | 0.1% | |
| TRP RET 2065 TRUST A T ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $81K | 0.1% | |
| TRP RET 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $78K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
