JILL A. Noble signed National Restaurant Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Restaurant Association's EIN is 36-1525480.
Download the official 2024 Form 5500 (PDF) for National Restaurant Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Restaurant Association'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $11.6M | 16.3% | |
| Ishares S&P 500 Index FD CL K | Common Collective Trusts | — | — | $8.2M | 11.5% | |
| Vanguard 2040 Target Retirement | Mutual Funds | — | — | $7.3M | 10.3% | |
| Vanguard 2035 Target Retirement | Mutual Funds | — | — | $5.8M | 8.2% | |
| Vanguard 2030 Target Retirement | Mutual Funds | — | — | $5.1M | 7.1% | |
| Harding Loevner Intl EQ Port | Other securities | — | — | $4.9M | 7.0% | |
| Dodge & Cox Stock CL X | Mutual Funds | — | — | $3.3M | 4.6% | |
| Vanguard 2045 Target Retirement | Mutual Funds | — | — | $3.2M | 4.5% | |
| Boston Trust Smid Cap FD CL NA | Other securities | — | — | $3.0M | 4.3% | |
| Vanguard 2050 Target Retirement | Mutual Funds | — | — | $2.7M | 3.8% | |
| Vanguard 2055 Target Retirement | Mutual Funds | — | — | $2.1M | 2.9% | |
| Vanguard 2025 Target Retirement | Mutual Funds | — | — | $2.0M | 2.9% | |
| Vanguard TRGT Income Retirement | Mutual Funds | — | — | $2.0M | 2.8% | |
| Vanguard Total Int Stock Index | Mutual Funds | — | — | $1.8M | 2.5% | |
| Loomis Sayles Core Plus CL N | Other securities | — | — | $1.8M | 2.5% | |
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $938K | 1.3% | |
| Participant Loans | Participant loans | — | — | $786K | 1.1% | |
| Vanguard 2020 Target Retirement | Mutual Funds | — | — | $766K | 1.1% | |
| Vanguard Total BD MRK IDX ADM | Common Collective Trusts | — | — | $552K | 0.8% | |
| Vanguard 2060 Target Retirement | Mutual Funds | — | — | $509K | 0.7% | |
| Nuveen Real Estate Securiti R6 | Mutual Funds | — | — | $358K | 0.5% | |
| Vanguard Extended MKT INDX Adm | Mutual Funds | — | — | $282K | 0.4% | |
| Vanguard 2065 Target Retirement | Mutual Funds | — | — | $79K | 0.1% | |
| BLF Fed Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard 2070 Target Retirement | Mutual Funds | — | — | $549 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
