Novum Holdings LLC's EIN is 20-4601445.
Download the official 2024 Form 5500 (PDF) for Novum Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Novum Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRITY RETIREMENT PLAN SERVICES | 37-1878965 | — | SERVICE PROVIDER | $7K | — |
| VOYA RETIREMENT INS & ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.8M | 11.4% |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.6M | 10.7% |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.3M | 9.5% |
| VANGUARD 500 INDEX FUND-ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.0M | 8.3% |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.9M | 7.9% |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.7M | 7.1% |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.5M | 6.2% |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $896K | 3.7% |
| VANGRD EQUITY INCOME FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $878K | 3.6% |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $815K | 3.3% |
| VANGRD SMLCP INDX FD ADMIRAL VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $635K | 2.6% |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $605K | 2.5% |
| AMERICAN FUNDS CAP IN BLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $553K | 2.3% |
| JPMORGAN SMCP GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $547K | 2.2% |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $542K | 2.2% |
| COLUMBIA CONTRARIAN CORE FD I3 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $469K | 1.9% |
| VICTORY SYCMR EST VL FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $447K | 1.8% |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $425K | 1.7% |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $392K | 1.6% |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $360K | 1.5% |
| PIONEER STRATEGIC INCOME FND K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $326K | 1.3% |
| FRANKLIN SM CAP VALUE FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $281K | 1.2% |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $247K | 1.0% |
| MFS INTL INTRINSIC VAL FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $222K | 0.9% |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $212K | 0.9% |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $120K | 0.5% |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $96K | 0.4% |
| INVESCO REAL ESTATE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $87K | 0.4% |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $68K | 0.3% |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $44K | 0.2% |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $32K | 0.1% |
| AB GLOBAL BOND FUND Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $18K | <0.1% |
| MFS MID CAP GROWTH FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-2018056 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
