Jared Shriner signed NEFF Group Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NEFF Group Distributors, Inc.'s EIN is 20-3252769.
Download the official 2024 Form 5500 (PDF) for NEFF Group Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NEFF Group Distributors, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $60K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 31,732.559 shares | Common Collective Trusts | — | $32K | $6.5M | 12.0% | |
| State Street Target Retirement 2030 Fund 476,186.695 shares | Other securities | — | $476K | $6.2M | 11.5% | |
| T. Rowe Price Large Cap Growth Fund 58,492.565 shares | Other securities | — | $58K | $4.8M | 8.9% | |
| State Street Target Retirement 2045 Fund 323,265.157 shares | Other securities | — | $323K | $4.8M | 8.9% | |
| MFS Mid Cap Value Fund 99,495.367 shares | Mutual Funds | — | $99K | $3.2M | 5.9% | |
| State Street Target Retirement 2040 Fund 218,155.865 shares | Other securities | — | $218K | $3.1M | 5.8% | |
| State Street Target Retirement 2025 Fund 254,202.416 shares | Other securities | — | $254K | $3.0M | 5.7% | |
| State Street Target Retirement 2050 Fund 198,521.275 shares | Other securities | — | $199K | $3.0M | 5.5% | |
| BlackRock Mid Cap Growth Equity Fund 54,580.003 shares | Other securities | — | $55K | $2.4M | 4.4% | |
| State Street Target Retirement 2035 Fund 167,337.877 shares | Other securities | — | $167K | $2.3M | 4.3% | |
| Neuberger Berman Large Cap Value Fund 49,631.560 shares | Other securities | — | $50K | $2.2M | 4.1% | |
| Collective trust fund Standard Insurance Company Stable Asset Fund 39,723.560 units | Common Collective Trusts | — | $40K | $1.4M | 2.6% | |
| State Street Target Retirement 2020 Fund 121,171.621 shares | Other securities | — | $121K | $1.3M | 2.4% | |
| ClearBridge International Growth Fund 19,420.237 shares | Other securities | — | $19K | $1.3M | 2.3% | |
| PIMCO Income Fund 115,215.549 shares | Mutual Funds | — | $115K | $1.2M | 2.3% | |
| State Street Target Retirement 2055 Fund 76,836.888 shares | Other securities | — | $77K | $1.2M | 2.2% | |
| American Funds The Bond Fund of America 88,949.908 shares | Mutual Funds | — | $89K | $991K | 1.8% | |
| Fidelity International Index Fund 20,405.406 shares | Common Collective Trusts | — | $20K | $970K | 1.8% | |
| American Century Small Cap Value Fund 85,422.582 shares | Mutual Funds | — | $85K | $902K | 1.7% | |
| Fidelity Mid Cap Index Fund 19,563.652 shares | Common Collective Trusts | — | $20K | $542K | 1.0% | |
| Lord Abbett Developed Market Growth Fund 16,990.003 shares | Mutual Funds | — | $17K | $510K | 0.9% | |
| BlackRock Emerging Market Fund 20,732.149 shares | Other securities | — | $21K | $488K | 0.9% | |
| State Street Target Retirement 2060 Fund 29,708.295 shares | Other securities | — | $30K | $466K | 0.9% | |
| Fidelity Small Cap Index Fund 9,876.090 shares | Common Collective Trusts | — | $10K | $334K | 0.6% | |
| Neuberger Real Estate Fund 14,263.579 shares | Other securities | — | $14K | $199K | 0.4% | |
| State Street Target Retirement 2065 Fund 6,395.177 shares | Other securities | — | $6K | $98K | 0.2% | |
| Money market fund * Fidelity Government Money Market Fund 16,205.880 shares | Mutual Funds | — | $16K | $16K | <0.1% | |
| State Street Target Retirement Income Fund 247.555 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAINES, ISENBARGER & SKIBA, LLC | 52-2127371 | — | ACCOUNTANT/AUDITOR | $11K | — |
