AMY McIntosh signed NEWK'S Holding Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NEWK'S Holding Company, LLC's EIN is 20-2221622.
Download the official 2024 Form 5500 (PDF) for NEWK'S Holding Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NEWK'S Holding Company, LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADENCE BANK | 87-4100433 | — | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | $30K | $1.1M | 20.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | $26K | $769K | 13.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | $23K | $559K | 10.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | $12K | $518K | 9.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | $6K | $461K | 8.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | $7K | $336K | 6.1% | |
| Vanguard 500 Index Fund - Admiral 513 | Common Collective Trusts | — | — | $278K | 5.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | $15K | $274K | 5.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | $5K | $272K | 4.9% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | $211K | $211K | 3.8% | |
| JP Morgan Large Cap Value R6 | Other securities | — | $10K | $194K | 3.5% | |
| Victory Science & Technology | Other securities | — | $5K | $148K | 2.7% | |
| T Rowe Price New Horizons Fund I | Mutual Funds | — | $2K | $104K | 1.9% | |
| Dodge & Cox Income CI I | Mutual Funds | — | $5K | $60K | 1.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | $1K | $57K | 1.0% | |
| Undiscovered Managers Behavioral Value R6 565 | Other securities | — | — | $48K | 0.9% | |
| Vanguard Total Stk Mkt Index - Admiral 293 | Mutual Funds | — | — | $41K | 0.7% | |
| Nuveen Mid Cap Value R6 587 | Mutual Funds | — | — | $32K | 0.6% | |
| Pimco Income Instl | Mutual Funds | — | $1K | $11K | 0.2% | |
| Vanguard Short-term Fed Fd Admiral 929 | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Target Retirement Income 666 | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Advisor Real Estate Income I 32 375 First Eagle Global Fund R6 56 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Mid-cap Index Fd - Admiral 9 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
