GREG POLK signed Northeast Concepts, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northeast Concepts, Inc.'s EIN is 23-2732273.
Download the official 2024 Form 5500 (PDF) for Northeast Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northeast Concepts, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 Mutual Funds N/R | Mutual Funds | — | — | $411K | 14.7% | |
| JPMorgan US Equity L Mutual Funds N/R | Other securities | — | — | $305K | 10.9% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $276K | 9.9% | |
| JPMorgan Core Bond Plus I Mutual Funds N/R | Other securities | — | — | $206K | 7.4% | |
| Fidelity Gov . Market K6 Money Market N/R 80 MGLINTL CR Equity I Mutual Funds N/R | Mutual Funds | — | — | $177K | 6.3% | |
| American Funds New Perspective R5 Mutual Funds N/R | Mutual Funds | — | — | $159K | 5.7% | |
| Vanguard Equity Income Mutual Funds N/R | Mutual Funds | — | — | $133K | 4.8% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $127K | 4.5% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $119K | 4.3% | |
| Fidelity Total Market Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $112K | 4.0% | |
| SEI Trust Company Galliard Stable Return Common/Collective Trust N/R | Common Collective Trusts | — | — | $97K | 3.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $97K | 3.5% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $79K | 2.8% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $68K | 2.4% | |
| American Century Mid Cap Value R6 Mutual Funds N/R | Other securities | — | — | $65K | 2.3% | |
| Buffalo Discovery Mutual Funds N/R | Other securities | — | — | $64K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Funds N/R | Common Collective Trusts | — | — | $64K | 2.3% | |
| various maturities; participant account pledged as collateral $0 | Other securities | — | — | $50K | 1.8% | |
| T . Rowe Price Small-Cap Stock Adv Mutual Funds N/R | Other securities | — | — | $49K | 1.8% | |
| PIF Real Est Sec R6 Mutual Funds N/R 453 Virtus Seix High Yield A Mutual Funds N/R | Other securities | — | — | $37K | 1.3% | |
| TCW MW TOT RTN BO M Mutual Funds N/R | Other securities | — | — | $32K | 1.1% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $24K | 0.9% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $21K | 0.7% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Funds N/R | Mutual Funds | — | — | $9K | 0.3% | |
| American Century Inflation-Adjusted Bond Fund R6 Mutual Funds N/R | Other securities | — | — | $8K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
