Michelle Leonard signed North American Science Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North American Science Associates, LLC's EIN is 34-1020232.
Download the official 2024 Form 5500 (PDF) for North American Science Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North American Science Associates, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | INVESTMENT ADVISOR | $141K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 Mutual Fund N/A | Mutual Funds | — | — | $15.6M | 12.9% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $12.8M | 10.6% | |
| Fidelity Freedom 2045 K6 Mutual Fund N/A | Mutual Funds | — | — | $9.9M | 8.2% | |
| Fidelity Freedom 2040 K6 Mutual Fund N/A | Mutual Funds | — | — | $9.6M | 8.0% | |
| Fidelity Freedom 2050 K6 Mutual Fund N/A | Mutual Funds | — | — | $9.2M | 7.6% | |
| Fidelity Freedom 2035 K6 Mutual Fund N/A | Mutual Funds | — | — | $8.4M | 6.9% | |
| Fidelity Freedom 2055 K6 Mutual Fund N/A | Mutual Funds | — | — | $7.9M | 6.5% | |
| Fidelity Freedom 2030 K6 Mutual Fund N/A | Mutual Funds | — | — | $6.8M | 5.6% | |
| Fidelity Freedom 2060 K6 Mutual Fund N/A | Mutual Funds | — | — | $4.7M | 3.9% | |
| Vanguard Selected Value Fund Mutual Fund N/A | Mutual Funds | — | — | $3.4M | 2.8% | |
| Fidelity Freedom 2070 K6 Mutual Fund N/A 326 * Fidelity Freedom 2070 K Mutual Fund N/A 162 * Fidelity International Index Mutual Fund N/A | Mutual Funds | — | — | $3.3M | 2.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.3M | 2.7% | |
| Vanguard Equity Income ADM Fund Mutual Fund N/A | Mutual Funds | — | — | $2.9M | 2.4% | |
| Goldman Sachs Bond R6 Mutual Fund N/A | Other securities | — | — | $2.7M | 2.3% | |
| Fidelity Diversified International K6 Mutual Fund N/A | Mutual Funds | — | — | $2.6M | 2.2% | |
| Columbia Select Mid Cap Value Fund Institutional 3 Class Mutual Fund N/A | Other securities | — | — | $2.2M | 1.8% | |
| Fidelity Government Income Fund Mutual Fund N/A | Mutual Funds | — | — | $2.0M | 1.6% | |
| Fidelity Freedom 2025 K6 Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 1.5% | |
| Fidelity Freedom 2020 K6 Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 1.4% | |
| Vanguard Explorer ADM Fund Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 1.3% | |
| Fidelity Freedom 2065 K6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 1.2% | |
| American Beacon Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $1.4M | 1.1% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund N/A | Other securities | — | — | $1.2M | 1.0% | |
| Participant loans (Interest at 5.25% to 10.50%) N/A | Bonds / Notes | — | — | $1.2M | 1.0% | |
| American Funds American Balanced R6 Mutual Fund N/A | Mutual Funds | — | — | $983K | 0.8% | |
| Fidelity Freedom Income K6 Mutual Fund N/A | Mutual Funds | — | — | $526K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $522K | 0.4% | |
| Fidelity U.S. Bond Index Mutual Fund N/A | Mutual Funds | — | — | $402K | 0.3% | |
| Fidelity Freedom 2010 K6 Mutual Fund N/A | Mutual Funds | — | — | $276K | 0.2% | |
| Fidelity Freedom 2015 K6 Mutual Fund N/A | Mutual Funds | — | — | $181K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMAN ROBSON | 38-3635706 | TOLEDO, OH | ACCOUNTANT/AUDITOR | $25K | — |
