Jaclyn Jackson signed National Equity Fund Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Equity Fund Inc.'s EIN is 36-3490231.
Download the official 2024 Form 5500 (PDF) for National Equity Fund Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Equity Fund 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | $0 | $15.3M | 16.6% | |
| Vanguard I-T Treasury Adm Fd | Mutual Funds | — | $0 | $11.3M | 12.4% | |
| Principal Pension Builder(SM)Z | Other securities | — | $0 | $5.8M | 6.4% | |
| T. Rowe Pr Fin Srvcs I Fund | Other securities | — | $0 | $4.7M | 5.1% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | $0 | $4.5M | 4.9% | |
| Range of Interest Rates | Other securities | — | $0 | $4.1M | 4.5% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | $0 | $3.7M | 4.0% | |
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | $0 | $3.4M | 3.7% | |
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | $0 | $3.2M | 3.5% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | $0 | $2.9M | 3.1% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | $0 | $2.8M | 3.0% | |
| Vanguard Health Care Idx Adm | Common Collective Trusts | — | $0 | $2.8M | 3.0% | |
| Nuveen Lifecycl Index 2010 R6 | Mutual Funds | — | $0 | $2.5M | 2.7% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $2.5M | 2.7% | |
| Fidelity Emerg Mkt Index Fund | Common Collective Trusts | — | $0 | $2.2M | 2.4% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $2.1M | 2.3% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | $0 | $1.9M | 2.1% | |
| Vanguard Balncd Index Admrl Fd | Mutual Funds | — | $0 | $1.9M | 2.0% | |
| Vanguard Wellesley Inc Adm Fd | Mutual Funds | — | $0 | $1.5M | 1.7% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $1.5M | 1.6% | |
| Fidelity Glb ex US Index Fd | Mutual Funds | — | $0 | $1.4M | 1.6% | |
| Nuveen Lifecycl Index 2015 R6 | Mutual Funds | — | $0 | $1.3M | 1.4% | |
| Fidelity Adv Total Bond Z Fd | Mutual Funds | — | $0 | $841K | 0.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $824K | 0.9% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $800K | 0.9% | |
| Lord Abbett Sht Drtn Inc R6 Fd | Mutual Funds | — | $0 | $714K | 0.8% | |
| Vanguard Int-Tm Treas Idx Adm | Common Collective Trusts | — | $0 | $666K | 0.7% | |
| Goldman Sachs GQG Prt Int O R6 | Other securities | — | $0 | $623K | 0.7% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $488K | 0.5% | |
| Vanguard Utilities Idx Adm Fd | Common Collective Trusts | — | $0 | $477K | 0.5% | |
| Inv Gld and Sp Minerals R6 Fnd | Other securities | — | $0 | $443K | 0.5% | |
| EVENTIDE GILEAD N FUND | Other securities | — | $0 | $383K | 0.4% | |
| DFA INTL SUST CR 1 FD | Mutual Funds | — | $0 | $346K | 0.4% | |
| Invesco Sm Cap Growth R6 Fund | Mutual Funds | — | $0 | $335K | 0.4% | |
| DFA Infl Protected Sec I Fund | Mutual Funds | — | $0 | $325K | 0.4% | |
| Fidelity Adv Tech Z Fund | Mutual Funds | — | $0 | $185K | 0.2% | |
| DFA US SUST CR 1 FD | Mutual Funds | — | $0 | $175K | 0.2% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $156K | 0.2% | |
| NB Mid Cap Grwth R6 Fund | Other securities | — | $0 | $97K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $75K | <0.1% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | $0 | $69K | <0.1% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $67K | <0.1% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | $0 | $65K | <0.1% | |
| Nuveen Lifecycl Indx Ret Inc R | Mutual Funds | — | $0 | $63K | <0.1% | |
| ABRDN EMER MRKTS EX-CHINA I FD | Other securities | — | $0 | $56K | <0.1% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $55K | <0.1% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | $0 | $50K | <0.1% | |
| BROWN ADVISORY SUST GRW I FD | Other securities | — | $0 | $33K | <0.1% | |
| BLACKROCK SUST BALANCED K FD | Other securities | — | $0 | $10K | <0.1% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | $0 | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $83K | — |
