Luke Moffatt signed Nemco,Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nemco,Inc.'s EIN is 34-1191883.
Download the official 2024 Form 5500 (PDF) for Nemco,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nemco,Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 18,824 shares | Other securities | — | $19K | $1.6M | 17.7% | |
| Blackrock Equity Dividend K 46,994 shares | Other securities | — | $47K | $891K | 10.0% | |
| Macquarie Small Cap Value R6 9,663 shares | Other securities | — | $10K | $676K | 7.6% | |
| American Funds 2040 Trgt Date Retire R6 30,006 shares | Mutual Funds | — | $30K | $617K | 6.9% | |
| Vanguard Balanced Index Adm 12,516 shares | Mutual Funds | — | $13K | $607K | 6.8% | |
| Blackrock Mid-cap Growth Equity K 13,142 shares | Other securities | — | $13K | $573K | 6.4% | |
| Pimco Income Instl 53,283 shares | Mutual Funds | — | $53K | $561K | 6.3% | |
| American Funds 2070 Trgt Date Retire R6 71 shares 772 MFS Aggressive Growth Allocation R6 17,540 shares | Mutual Funds | — | $18K | $532K | 6.0% | |
| American Funds Europacific Gr R6 6,827 shares | Pooled Separate Accounts | — | $7K | $367K | 4.1% | |
| American Funds New World R6 4,625 shares | Mutual Funds | — | $5K | $356K | 4.0% | |
| American Funds American Balanced R6 8,792 shares | Mutual Funds | — | $9K | $302K | 3.4% | |
| INVESCO IRT STABLE VALUE FUND INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $196K | $196K | 2.2% | |
| American Funds New Perspective R6 2,621 shares | Mutual Funds | — | $3K | $163K | 1.8% | |
| American Funds 2050 Trgt Date Retire R6 7,637 shares | Mutual Funds | — | $8K | $160K | 1.8% | |
| American Funds 2045 Trgt Date Retire R6 7,183 shares | Mutual Funds | — | $7K | $152K | 1.7% | |
| JPMorgan Government Bond I 14,843 shares | U.S. Treasuries | — | $15K | $140K | 1.6% | |
| Fidelity 500 Index 664 shares | Common Collective Trusts | — | — | $136K | 1.5% | |
| American Funds 2020 Trgt Date Retire R6 7,597 shares | Mutual Funds | — | $8K | $102K | 1.1% | |
| Fidelity International Index 1,981 shares | Mutual Funds | — | $2K | $94K | 1.1% | |
| American Funds 2055 Trgt Date Retire R6 3,533 shares | Mutual Funds | — | $4K | $93K | 1.0% | |
| American Funds 2030 Trgt Date Retire R6 5,035 shares | Mutual Funds | — | $5K | $87K | 1.0% | |
| American Funds 2060 Trgt Date Retire R6 4,746 shares | Mutual Funds | — | $5K | $85K | 1.0% | |
| MFS Conservative Allocation R6 5,155 shares | Mutual Funds | — | $5K | $85K | 1.0% | |
| American Funds 2010 Trgt Date Retire R6 4,854 shares | Mutual Funds | — | $5K | $56K | 0.6% | |
| Fidelity Mid Cap Index 1,452 shares | Mutual Funds | — | $1K | $49K | 0.6% | |
| MFS Moderate Allocation R6 1,972 shares | Mutual Funds | — | $2K | $39K | 0.4% | |
| Fidelity Emerging Markets Index 3,595 shares | Mutual Funds | — | $4K | $38K | 0.4% | |
| Fidelity Small Cap Index 1,304 shares | Mutual Funds | — | $1K | $36K | 0.4% | |
| Fidelity Us Bond Index 3,468 shares | Mutual Funds | — | $3K | $35K | 0.4% | |
| American Funds 2025 Trgt Date Retire R6 1,640 shares | Mutual Funds | — | $2K | $25K | 0.3% | |
| MFS Growth Allocation R6 815 shares | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds 2035 Trgt Date Retire R6 1,031 shares | Mutual Funds | — | $1K | $20K | 0.2% | |
| American Funds 2065 Trgt Date Retire R6 950 shares | Mutual Funds | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SVS INC | — | FORT WAYNE, IN | CONTRACT ADMIN | $1K | — |
