Michael J. GREY signed Northline Utilities, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northline Utilities, LLC's EIN is 20-2820177.
Download the official 2024 Form 5500 (PDF) for Northline Utilities, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northline Utilities, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS L | 13-3689044 | — | RECORDKEEPER | $16K | — |
| TEAL, BECKER & CHIARAMONTE CPAS PC | 14-1624930 | — | RECORDKEEPER | $750 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R5 Mutual Funds | Mutual Funds | — | — | $1.5M | 12.5% | |
| BlackRock Equity Dividend Instl Mutual Funds | Other securities | — | — | $952K | 7.8% | |
| American Funds Washington Mutual R5 Mutual Funds | Mutual Funds | — | — | $544K | 4.5% | |
| American Funds EuroPacific Gr R5 Mutual Funds | Mutual Funds | — | — | $435K | 3.6% | |
| PGIM Jennison Small Company R4 Mutual Funds | Common Stocks | — | — | $430K | 3.5% | |
| T. Rowe Price Retirement 2040 Mutual Funds | Other securities | — | — | $399K | 3.3% | |
| iShares S&P 500 Index Instl Mutual Funds | Common Collective Trusts | — | — | $364K | 3.0% | |
| T. Rowe Price Retirement 2060 Mutual Funds | Other securities | — | — | $316K | 2.6% | |
| American Funds Capital World Bond R4 Mutual Funds | Mutual Funds | — | — | $265K | 2.2% | |
| MFS Mid Cap Growth R4 Mutual Funds | Mutual Funds | — | — | $265K | 2.2% | |
| T. Rowe Price Retirement 2055 Mutual Funds | Other securities | — | — | $254K | 2.1% | |
| T. Rowe Price Retirement 2045 Mutual Funds | Other securities | — | — | $226K | 1.9% | |
| PGIM Global Real Estate R4 Mutual Funds | Other securities | — | — | $193K | 1.6% | |
| T. Rowe Price Retirement 2020 Mutual Funds | Other securities | — | — | $162K | 1.3% | |
| iShares Russell Mid Cap Index K Mutual Funds | Other securities | — | — | $160K | 1.3% | |
| JPMorgan High Yield R6 Mutual Funds | Other securities | — | — | $153K | 1.3% | |
| T. Rowe Price Retirement 2035 Mutual Funds | Other securities | — | — | $153K | 1.3% | |
| PIMCO Total Return Admin Mutual Funds | Mutual Funds | — | — | $141K | 1.2% | |
| PGIM Jennison Utility A Mutual Funds | Other securities | — | — | $140K | 1.2% | |
| T. Rowe Price Retirement 2030 Mutual Funds | Other securities | — | — | $129K | 1.1% | |
| Transamerica Stable Value Core Account Fully Benefit-Responsive Investment Contract | Stable Value | — | — | $108K | 0.9% | |
| American Funds New Perspective R5 Mutual Funds | Mutual Funds | — | — | $85K | 0.7% | |
| T. Rowe Price Retirement 2015 Mutual Funds | Other securities | — | — | $73K | 0.6% | |
| Columbia Small Cap Value Fund I I3 Mutual Funds | Other securities | — | — | $54K | 0.4% | |
| T. Rowe Price Retirement 2025 Mutual Funds | Other securities | — | — | $48K | 0.4% | |
| Franklin Mutual Global Discovery A Mutual Funds | Mutual Funds | — | — | $39K | 0.3% | |
| MFS Mid Cap Value R4 Mutual Funds | Mutual Funds | — | — | $32K | 0.3% | |
| T. Rowe Price Retirement 2010 Mutual Funds | Other securities | — | — | $28K | 0.2% | |
| T. Rowe Price Retirement 2050 Mutual Funds | Other securities | — | — | $28K | 0.2% | |
| BlackRock Inflation Protected Bond Instl Mutual Funds | Other securities | — | — | $21K | 0.2% | |
| First Eagle Overseas R6 Mutual Funds | Other securities | — | — | $15K | 0.1% | |
| Vanguard Target Retirement 2050 Investor Mutual Funds 19 Vanguard Target Retirement 2055 Investor Mutual Funds | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retirement Income Investor Mutual Funds | Mutual Funds | — | — | $6K | <0.1% | |
| PGIM Jennison Natural Resources A Mutual Funds | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2040 Investor Mutual Funds | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
