Jacquelyn Skinner signed National DCP, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National DCP, LLC's EIN is 20-3713047.
Download the official 2024 Form 5500 (PDF) for National DCP, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National DCP, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORD KEEPER | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | SERVICE PROVIDER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $16.1M | 13.6% | |
| JP Morgan Chase & Co. Large Cap Growth Fund R6 | Common Stocks | — | — | $12.1M | 10.3% | |
| MASSMUTUAL STABLE VALUE DIVERSIFIED MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 340 | Common Collective Trust | — | — | $11.0M | 9.3% | |
| JP Morgan Chase & Co. Equity Income Fund R6 | Common Stocks | — | — | $9.3M | 7.9% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $7.4M | 6.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $6.5M | 5.5% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $6.1M | 5.2% | |
| to 10.5%), maturing through 2034 | Bonds / Notes | — | — | $5.3M | 4.5% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $4.8M | 4.0% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $4.1M | 3.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $4.1M | 3.4% | |
| Pioneer Investments Strategic Income K Fund | Other securities | — | — | $3.3M | 2.8% | |
| BlackRock Mid-Cap Growth | Other securities | — | — | $3.3M | 2.8% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $3.2M | 2.7% | |
| Massachusetts Mutual Small Cap Growth Equity Fund | Other securities | — | — | $2.8M | 2.4% | |
| American Funds Target Ret 2040 Fund | Mutual Funds | — | — | $2.7M | 2.3% | |
| American Funds Target Ret 2045 Fund | Mutual Funds | — | — | $2.6M | 2.2% | |
| American Funds Target Ret 2030 Fund | Mutual Funds | — | — | $2.6M | 2.2% | |
| American Funds Target Ret 2050 Fund | Mutual Funds | — | — | $2.4M | 2.1% | |
| American Funds 2055 T Date R6 Registered Investment Company | Mutual Funds | — | — | $2.2M | 1.8% | |
| American Funds Target Ret 2035 Fund | Mutual Funds | — | — | $2.1M | 1.8% | |
| American Funds Target Ret 2060 Fund | Mutual Funds | — | — | $1.4M | 1.2% | |
| ` American Funds Target Ret 2025 Fund | Mutual Funds | — | — | $799K | 0.7% | |
| American Funds Target Ret 2065 Fund | Mutual Funds | — | — | $729K | 0.6% | |
| Fidelity Investments Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $514K | 0.4% | |
| JP Morgan Chase & Co. US Govt Money Market Cap CI | Cash / Money Market | — | — | $274K | 0.2% | |
| American Funds Target Ret 2015 Fund 507 American Funds Target Ret 2020 Fund | Mutual Funds | — | — | $176K | 0.1% | |
| Voya Government Money Market Fund | Cash / Money Market | — | — | $15K | <0.1% | |
| American Funds Target Ret 2070 Fund | Mutual Funds | — | — | $2K | <0.1% |
