Justin Ramirez signed NVN Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NVN Management, LLC's EIN is 26-3068074.
Download the official 2024 Form 5500 (PDF) for NVN Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NVN Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL ADVISORS LLC | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $977K | 15.5% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $890K | 14.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $728K | 11.6% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $700K | 11.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $570K | 9.0% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $508K | 8.1% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $470K | 7.5% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $421K | 6.7% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $336K | 5.3% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $200K | 3.2% | |
| Vanguard Inflation-Protected Secs Adm ** 21 Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $145K | 2.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $128K | 2.0% | |
| Schwab Funds Schwab S&P 500 Index | Common Collective Trusts | — | — | $87K | 1.4% | |
| Fidelity Investments Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $34K | 0.5% | |
| Calvert Research and Management Calvert US Mid Cap Core Rspnb Idx I ** 649 Fidelity Investments Fidelity Mid Cap Index Instl Prem | Common Collective Trusts | — | — | $29K | 0.5% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $27K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index Instl Prem | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $7K | 0.1% | |
| BlackRock iShares ESG Aware MSCI USA Small-Cap ETF | Other securities | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity® Intl Sustainability Idx | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
