Steven Slone signed NCB Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NCB Management Services, Inc.'s EIN is 23-2777046.
Download the official 2024 Form 5500 (PDF) for NCB Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NCB Management Services, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $1.6M | 10.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.5M | 9.7% | |
| TROWE PRICE BLUE CHIP GROWTH | Registered Investment Companies | — | — | $1.4M | 9.2% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.5% | |
| JANUS HENDERSON ENTERPRISE - T | Registered Investment Companies | — | — | $1.2M | 7.8% | |
| INVESCO VALUE OPPORTUNITIES R5 | Registered Investment Companies | — | — | $1.0M | 6.6% | |
| T.ROWE PRICE RETIRE 2010 - ADV 150 REGISTERED INVESTMENT COMPANY T. ROWE PRICE RET 2015 - ADV 150 REGISTERED INVESTMENT COMPANY T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $1.0M | 6.6% | |
| JPM US EQUITY FD R4 | Registered Investment Companies | — | — | $925K | 5.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $832K | 5.3% | |
| MFS INTL DIVERSIFICATION R4 | Registered Investment Companies | — | — | $697K | 4.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $614K | 3.9% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $546K | 3.5% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $409K | 2.6% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $305K | 1.9% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $292K | 1.9% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $248K | 1.6% | |
| PUTNAM LARGE CAP VALUE Y | Registered Investment Companies | — | — | $217K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $188K | 1.2% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $176K | 1.1% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $169K | 1.1% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $126K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $124K | 0.8% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $84K | 0.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $71K | 0.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $44K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $42K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $15K | <0.1% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $9K | <0.1% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $10K |
| — |
