KARA Van Oosten signed New NWF LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New NWF LLC's EIN is 20-3950801.
Download the official 2024 Form 5500 (PDF) for New NWF LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New NWF LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.5M | 92.0% | |
| Assets at fair value as of December 31, 2024 Level 1 Level 2 Level 3 Total Interest-bearing cash 345,052 - $ | Cash / Money Market | — | — | $345K | 7.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $46K | 0.9% |
