Brian Burke signed Northeastern Envelope Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northeastern Envelope Company's EIN is 25-1194094.
Download the official 2024 Form 5500 (PDF) for Northeastern Envelope Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northeastern Envelope Company'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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.6M | 29.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.4M | 15.3% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $791K | 8.9% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $732K | 8.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $678K | 7.6% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $541K | 6.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $362K | 4.1% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $351K | 4.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $215K | 2.4% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $188K | 2.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $187K | 2.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $106K | 1.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $91K | 1.0% | |
| VANGUARD WELLESLEY INCOME-ADMR 301 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2020 228 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $55K | 0.6% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $24K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $19K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $19K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | 0.2% | |
| VANGUARD LONG TERM INV GR ADM 143 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $15K | 0.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $9K | 0.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9K | <0.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL 82 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $5K | <0.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
