Dana Levering signed NCP Management Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NCP Management Holdings, Inc.'s EIN is 20-2154231.
Download the official 2024 Form 5500 (PDF) for NCP Management Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NCP Management Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $53K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.1M | 99.9% | |
| INSIGHT STABLE VALUE FUND BNY MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $25K | 0.3% |
