ANA Behrens signed Novares US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Novares US LLC's EIN is 35-1997449.
Download the official 2024 Form 5500 (PDF) for Novares US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Novares US LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J. SCHWARTZ & CO., INC. | 38-2117812 | — | CONSULTANT | $43K | — |
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 Investments FID CONTRAFUND (1) | Mutual Funds | — | — | $8.5M | 29.5% | |
| Fidelity Investments FID FREEDOM 2030 K (1) | Mutual Funds | — | — | $2.7M | 9.3% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.1% | |
| Fidelity Investments FID FREEDOM 2035 (1) | Mutual Funds | — | — | $1.8M | 6.1% | |
| Fidelity Investments FID BALANCED (1) | Mutual Funds | — | — | $1.2M | 4.1% | |
| Fidelity Investments FID FREEDOM 2035 K (1) | Mutual Funds | — | — | $1.2M | 4.0% | |
| Fidelity Investments FID FREEDOM 2040 K (1) | Mutual Funds | — | — | $1.1M | 3.9% | |
| Massachusetts Financial Services MFS MA INV TRUST R3 (1) | Mutual Funds | — | — | $938K | 3.3% | |
| Fidelity Investments FID FREEDOM 2025 K (1) | Mutual Funds | — | — | $904K | 3.1% | |
| Massachusetts Financial Services MFS INTL GROWTH R6 (1) | Mutual Funds | — | — | $904K | 3.1% | |
| Fidelity Investments FID FREEDOM 2050 K (1) | Mutual Funds | — | — | $676K | 2.3% | |
| Fidelity Investments FID FREEDOM 2055 K (1) | Mutual Funds | — | — | $666K | 2.3% | |
| Fidelity Investments FID REAL ESTATE INVS (1) | Mutual Funds | — | — | $646K | 2.2% | |
| Fidelity Investments FID FREEDOM 2045 K (1) | Mutual Funds | — | — | $600K | 2.1% | |
| Fidelity Investments FID MID CAP STOCK (1) | Mutual Funds | — | — | $576K | 2.0% | |
| Fidelity Investments FID FREEDOM 2020 K (1) | Mutual Funds | — | — | $556K | 1.9% | |
| Glenmede SMCP EQ ADV (1) | Other securities | — | — | $500K | 1.7% | |
| Fidelity Investments FID 500 INDEX (1) | Common Collective Trusts | — | — | $359K | 1.2% | |
| Fidelity Investments FIDELITY GOVT INCOME (1) | Mutual Funds | — | — | $320K | 1.1% | |
| maturing at various dates through 2029 | Other securities | — | — | $313K | 1.1% | |
| Pacfic Investment Mgmt Co. LLC PIMCO TOT RETURN ADM (1) | Mutual Funds | — | — | $289K | 1.0% | |
| Massachusetts Financial Services MFS VALUE R3 (1) | Mutual Funds | — | — | $271K | 0.9% | |
| Fidelity Investments FID FREEDOM 2060 K (1) | Mutual Funds | — | — | $255K | 0.9% | |
| UM Funds UM BEHAVIORAL VAL R6 (1) | Other securities | — | — | $240K | 0.8% | |
| Victrory Sycamore VICTORY S ESTB VAL A (1) | Other securities | — | — | $224K | 0.8% | |
| Fidelity Investments FID FREEDOM 2025 (1) | Mutual Funds | — | — | $211K | 0.7% | |
| JP Morgan JPM SM CAP GROWTH R6 (1) | Other securities | — | — | $183K | 0.6% | |
| American Funds AF NEW WORLD R5 (1) | Mutual Funds | — | — | $167K | 0.6% | |
| Fidelity Investments FID US BOND IDX (1) | Common Collective Trusts | — | — | $131K | 0.5% | |
| Fidelity Investments FID FREEDOM 2010 K (1) | Mutual Funds | — | — | $115K | 0.4% | |
| Loomis Sayles LOOMIS STRAT INC Y (1) | Common Stocks | — | — | $102K | 0.4% | |
| Fidelity Investments FID FREEDOM 2065 K (1) | Mutual Funds | — | — | $54K | 0.2% | |
| Fidelity Investments FID FREEDOM 2050 (1) | Mutual Funds | — | — | $53K | 0.2% | |
| Fidelity Investments FID FREEDOM 2015 K (1) | Mutual Funds | — | — | $39K | 0.1% | |
| Frank Tem/Temp Adv TMPL GLOBAL BOND ADV (1) | Other securities | — | — | $38K | 0.1% | |
| Fidelity Investments FID FREEDOM INC K (1) | Mutual Funds | — | — | $25K | <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 |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAZARS | 13-1459550 | — | ACCOUNTANT/AUDITOR | $19K | — |
| FORVIS MAZARS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $7K | — |
