Melina Peddy signed Newco Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newco Distributors, Inc.'s EIN is 33-0407040.
Download the official 2024 Form 5500 (PDF) for Newco Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newco Distributors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.1M | 23.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 13.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 13.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $665K | 7.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $639K | 6.9% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $566K | 6.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $442K | 4.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $372K | 4.0% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $281K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $279K | 3.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $270K | 2.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $240K | 2.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $235K | 2.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $231K | 2.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $127K | 1.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $101K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $76K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $50K | 0.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $21K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $20K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
