JUDY Seely signed Naylor, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Naylor, L.L.C.'s EIN is 20-3140220.
Download the official 2024 Form 5500 (PDF) for Naylor, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Naylor, L.L.C.'s plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $3.6M | 16.5% | |
| American Funds 2030 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $3.0M | 13.9% | |
| American Funds 2050 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $2.3M | 10.7% | |
| American Funds 2045 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $2.0M | 9.1% | |
| American Funds 2035 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $1.7M | 7.6% | |
| JPMorgan Large Cap Growth Fund Class R4 Mutual fund | Other securities | — | — | $1.3M | 5.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 4.7% | |
| American Funds 2055 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $817K | 3.7% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $786K | 3.6% | |
| American Funds 2025 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $780K | 3.6% | |
| Fidelity Advisor Technology Fund - Class I " | Mutual Funds | — | — | $552K | 2.5% | |
| American Funds 2015 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $519K | 2.4% | |
| Janus Henderson Balanced Fund Class T " | Mutual Funds | — | — | $434K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $429K | 2.0% | |
| JPMorgan Equity Income Fund Class R4 " | Other securities | — | — | $372K | 1.7% | |
| American Funds 2060 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $358K | 1.6% | |
| Fidelity Advisor Small Cap Growth Fund Class I " | Mutual Funds | — | — | $278K | 1.3% | |
| BlackRock Health Sciences Opportunities Portfolio Instl Shares " | Other securities | — | — | $264K | 1.2% | |
| Carillon Eagle Mid Cap Growth I " | Other securities | — | — | $221K | 1.0% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $149K | 0.7% | |
| Undiscovered Managers Behavioral Value Fund Class R5 " | Other securities | — | — | $131K | 0.6% | |
| Fidelity Advisor Intl Cap App I " | Mutual Funds | — | — | $130K | 0.6% | |
| Fidelity Advisor Consumer Staples Fund Class I " | Mutual Funds | — | — | $123K | 0.6% | |
| MFS Mid Cap Value Fund Class R4 " | Mutual Funds | — | — | $118K | 0.5% | |
| American Funds New World Fund Class R-5 " | Mutual Funds | — | — | $102K | 0.5% | |
| John Hancock Bond Fund Class I " | Other securities | — | — | $80K | 0.4% | |
| Federated Hermes Instl High Yield Bd IS " | Other securities | — | — | $50K | 0.2% | |
| Davis Financial Fund Class Y " | Other securities | — | — | $20K | <0.1% | |
| Fidelity Advisor International Discovery Fund Class I " | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R5 " | Mutual Funds | — | — | $6K | <0.1% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $11K | — |
| JAMES MOORE | 59-3204548 | — | ACCOUNTANT/AUDITOR | $6K | — |
