Rosanne Sobota signed NESS USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NESS USA, Inc.'s EIN is 23-2920053.
Download the official 2024 Form 5500 (PDF) for NESS USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NESS USA, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm N/R | Mutual Funds | — | — | $3.2M | 18.8% | |
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $2.7M | 15.4% | |
| Federated Hermes MDT Large Cap N/R | Other securities | — | — | $1.4M | 8.1% | |
| * Empower Annuity Insurance Empower Key Guaranteed Portfolio N/R | Guaranteed Income / GIC | — | — | $727K | 4.2% | |
| Growth Vanguard Total Intl Stock Index Admiral N/R | Mutual Funds | — | — | $672K | 3.9% | |
| American Funds American Funds New Perspective R6 N/R | Mutual Funds | — | — | $643K | 3.7% | |
| Vanguard Mid-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $617K | 3.6% | |
| Vanguard Target Retirement 2040 Inv N/R | Mutual Funds | — | — | $581K | 3.4% | |
| Vanguard Target Retirement 2045 Inv N/R | Mutual Funds | — | — | $563K | 3.3% | |
| Federated High Total Return Bond R6 N/R | Other securities | — | — | $464K | 2.7% | |
| Federated Hermes MDT Large Cap N/R | Other securities | — | — | $456K | 2.6% | |
| Value R6 Vanguard Lifestrategy Growth Inv N/R | Mutual Funds | — | — | $439K | 2.5% | |
| Dimensional Fund Advisors DFA U.S. Vector Equity I N/R | Mutual Funds | — | — | $391K | 2.3% | |
| Vanguard Target Retirement 2030 Inv N/R | Mutual Funds | — | — | $367K | 2.1% | |
| Vanguard Target Retirement 2035 Inv N/R | Mutual Funds | — | — | $366K | 2.1% | |
| Federated Hermes Mdt Mid Cp Growth N/R | Other securities | — | — | $354K | 2.1% | |
| R6 Dodge & Cox Dodge & Cox Global Bond N/R | Mutual Funds | — | — | $351K | 2.0% | |
| Federated High Yield Trust Institutional N/R | Other securities | — | — | $349K | 2.0% | |
| Shares Columbia Small Cap Index A N/R | Other securities | — | — | $328K | 1.9% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I N/R | Mutual Funds | — | — | $326K | 1.9% | |
| Self-Directed Brokerage Accounts Charles Schwab & Co., Inc. Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $319K | 1.9% | |
| Vanguard Target Retirement 2050 Inv N/R | Mutual Funds | — | — | $248K | 1.4% | |
| JPMorgan Chase & Co JP Morgan Small Cap Value R5 N/R | Common Stocks | — | — | $231K | 1.3% | |
| Vanguard Target Retirement 2025 Inv N/R | Mutual Funds | — | — | $223K | 1.3% | |
| Vanguard REIT Index Adm N/R | Mutual Funds | — | — | $179K | 1.0% | |
| Federated Hermes Mdt Small Cap N/R | Other securities | — | — | $148K | 0.9% | |
| Growth R6 American Funds American Funds Europacific Growth R6 N/R | Mutual Funds | — | — | $144K | 0.8% | |
| Dimensional Fund Advisors DFA Emerging Markets I N/R | Mutual Funds | — | — | $110K | 0.6% | |
| Company of America Fund * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $104K | 0.6% | |
| Vanguard Lifestrategy Cnsrv Gr Inv N/R | Mutual Funds | — | — | $73K | 0.4% | |
| Vanguard Target Retirement 2055 Inv N/R | Mutual Funds | — | — | $64K | 0.4% | |
| John Hancock John Hancock Alt Asset Allocation Fund N/R | Other securities | — | — | $47K | 0.3% | |
| Class R6 Columbia Overseas Value Fund N/R | Other securities | — | — | $27K | 0.2% | |
| Institutional 3 Class Vanguard Target Retirement 2060 Inv N/R | Mutual Funds | — | — | $19K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWEDGE SECURITIES INC. | — | PITTSBURGH, PA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | THE WOODLANDS, TX | CONTRACT ADMIN | $8K | — |
