Jeanette Lipecki signed National Material, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Material, L.P.'s EIN is 36-3559267.
Download the official 2024 Form 5500 (PDF) for National Material, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Material, L.P.'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $148K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT |
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 | |||||
|---|---|---|---|---|---|---|
| APEX GUARANTEED FIXED INTEREST A6 V STANDARD FUNDS · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $13.1M | 20.9% | |
| LARGE CAP GROWTH FUND III - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $7.6M | 12.1% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $5.0M | 8.0% | |
| BLACKROCK EQUITY INDEX FUND - CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.8M | 7.7% | |
| MassMutual Small Cap Opportunities Fund - Class 1 | Other securities | — | — | $4.2M | 6.7% | |
| LARGE CAP VALUE FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.1M | 6.5% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $3.8M | 6.1% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $2.9M | 4.5% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $2.6M | 4.2% | |
| American Funds American Funds New Perspective Fund - Class R6 | Mutual Funds | — | — | $2.5M | 4.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.8% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| Macquarie Mid Cap Growth - Class R6 | Other securities | — | — | $1.3M | 2.1% | |
| ALLSPG CORE BOND II CIT E ALLSPRING GLOBAL INVESTMENTS · EIN 47-6419204 / PN 001 | Common Collective Trust | — | — | $851K | 1.4% | |
| BlackRock iShares Russell 2000 Small Cap Index Fund K | Common Collective Trusts | — | — | $670K | 1.1% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $662K | 1.1% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $622K | 1.0% | |
| Maturities from February 2024 - October 2029 | Other securities | — | — | $501K | 0.8% | |
| EMERGING MARKETS FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $486K | 0.8% | |
| BlackRock iShares MSCI EAFE International Index Fund K | Common Collective Trusts | — | — | $455K | 0.7% | |
| MID CAP VALUE FUND II - FEE CLASS R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $374K | 0.6% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $366K | 0.6% | |
| PIMCO Income Fund - Institutional Class | Mutual Funds | — | — | $340K | 0.5% | |
| Vanguard Small Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $297K | 0.5% | |
| BlackRock iShares U.S. Aggregate Bond Index Fund K | Common Collective Trusts | — | — | $294K | 0.5% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $160K | 0.3% | |
| MYCOMPASS AMERICAN FUNDS 2040 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $144K | 0.2% | |
| MYCOMPASS AMERICAN FUNDS 2015 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $40K | <0.1% | |
| Voya Government Money Market Fund - Class I | Cash / Money Market | — | — | $4K | <0.1% | |
| Voya Gov Money Market Fund I Registered Investment Company | Cash / Money Market | — | — | $4K | <0.1% | |
| MyCompass Amer Fds 2020 Fd R Common Collective Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| MyCompass Amer Fds 2010 Fd R Common Collective Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2010 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $34K |
| — |
