Robyn Brend signed NSMG Shared Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NSMG Shared Services, LLC's EIN is 20-5699506.
Download the official 2024 Form 5500 (PDF) for NSMG Shared Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NSMG Shared Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $15.8M | 19.6% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $13.2M | 16.4% | |
| FIDELITY TOTAL BOND K6 Registered Investment Company | Mutual Funds | — | — | $9.3M | 11.6% | |
| SCHWAB INTERNATIONAL INDEX FD Registered Investment Company | Mutual Funds | — | — | $6.4M | 7.9% | |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company | Mutual Funds | — | — | $4.2M | 5.2% | |
| SCHWAB US MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $4.1M | 5.2% | |
| CSW INDUSTRIALS INC Employer Securities | Common Stocks | — | — | $4.1M | 5.1% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.7% | |
| JP MORGAN US EQUITY R6 Registered Investment Company | Common Stocks | — | — | $3.2M | 4.0% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.1M | 3.9% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| JP MORGAN SMALL CAP EQTY R6 Registered Investment Company | Common Stocks | — | — | $2.0M | 2.5% | |
| MFS INTL DIVERSIFICATION CL R6 Registered Investment Company | Mutual Funds | — | — | $2.0M | 2.4% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.9% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| PARTICIPANT LOANS (4.25% - 10.50%) | Bonds / Notes | — | — | $1.4M | 1.8% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $606K | 0.8% | |
| T ROWE PRICE CAP APPR FD I Registered Investment Company | Mutual Funds | — | — | $366K | 0.5% | |
| SCHWAB US TRSY MONEY INV Money Market / Cash Equivalent 291 SCHWAB GOVERNMENT MONEY FD INV SHS Money Market / Cash Equivalent 760 * CAPITAL SOUTHWEST CORP Employer Securities | Mutual Funds | — | — | $256K | 0.3% | |
| T. ROWE PRICE RET 2065 ACTIVE TR T ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $85K | 0.1% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $34K | <0.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| TROWE PRICE RETIREMENT BAL I Registered Investment Company | Mutual Funds | — | — | $9K | <0.1% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $384 | <0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T, ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $383 | <0.1% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BD R1 WILMINGTON TRUST · EIN 82-4391232 / PN 374 | 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 |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVIS | 82-1364595 | — | NONE | $81K | — |
