National Custom Corporate Services, Inc.'s EIN is 27-0594306.
Download the official 2023 Form 5500 (PDF) for National Custom Corporate Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)National Custom Corporate Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HA & W WEALTH MANAGEMENT LLC | — | ATLANTA, GA | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm Registered Investment Company | Mutual Funds | — | — | $2.1M | 32.7% | |
| Fidelity Extended Market Index Registered Investment Company | Mutual Funds | — | — | $959K | 14.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $810K | 12.4% | |
| TIAA-CREF Large Cap Growth Index Instl Registered Investment Company | Mutual Funds | — | — | $660K | 10.1% | |
| Parametric International Equity R6 Registered Investment Company | Common Stocks | — | — | $308K | 4.7% | |
| Fidelity Multi-Asset Index Fund Registered Investment Company | Common Collective Trusts | — | — | $277K | 4.2% | |
| General Account - Fixed Annuities Insurance Company Contract | Guaranteed Income / GIC | — | — | $233K | 3.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $218K | 3.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $211K | 3.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $171K | 2.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $134K | 2.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $106K | 1.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $69K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $67K | 1.0% | |
| Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $40K | 0.6% | |
| Loomis Sayles Investment Grade Bond Registered Investment Company | Common Stocks | — | — | $36K | 0.6% | |
| Participant Loans Interest rates 4.25% to 9.50% -0- | Bonds / Notes | — | — | $30K | 0.5% | |
| Vanguard Tax Managed Balanced Adm Registered Investment Company | Mutual Funds | — | — | $21K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $14K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $12K | 0.2% | |
| JP Morgan Emerging Markets Equity R6 Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $14 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HA&W BENEFIT ADVISORS, LLC | — | ATLANTA, GA | CONTRACT ADMIN | $2K | — |
