Shaun Lovick signed Nvisia, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nvisia, LLC's EIN is 36-4365668.
Download the official 2024 Form 5500 (PDF) for Nvisia, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nvisia, LLC'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.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Washington Mutual Washington Mutual Investors Fund | Other securities | — | — | $4.9M | 15.2% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $4.5M | 14.1% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $3.1M | 9.7% | |
| Market JP Morgan JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.3M | 7.0% | |
| American Funds Target Date 2050 Fund | Mutual Funds | — | — | $1.9M | 5.9% | |
| American Funds Target Date 2055 Fund | Mutual Funds | — | — | $1.6M | 5.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 5.1% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $1.3M | 4.2% | |
| American Funds Target Date 2060 Fund | Mutual Funds | — | — | $1.3M | 4.2% | |
| Goldman Sachs Goldman Sachs GQG Partners | Other securities | — | — | $1.1M | 3.4% | |
| American Funds Target Date 2045 Fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| American Funds SMALLCAP World Fund | Mutual Funds | — | — | $823K | 2.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $660K | 2.0% | |
| American Funds Target Date 2035 Fund | Mutual Funds | — | — | $576K | 1.8% | |
| American Funds Target Date 2040 Fund | Mutual Funds | — | — | $527K | 1.6% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $483K | 1.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $450K | 1.4% | |
| Vanguard Total International Stock | Mutual Funds | — | — | $438K | 1.4% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $427K | 1.3% | |
| American Funds Target Date 2030 Fund | Mutual Funds | — | — | $377K | 1.2% | |
| American Funds Intermediate Bond Fund of America | Mutual Funds | — | — | $324K | 1.0% | |
| JOHN HANCOCK STABLE VALUE R8 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $314K | 1.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $294K | 0.9% | |
| Parassus Parnassus Core Equity Fund | Other securities | — | — | $232K | 0.7% | |
| Note receivable from Interest at 8.75-9.5%; maturing through $-0- | Bonds / Notes | — | — | $171K | 0.5% | |
| American Century AC Small Cap Value Fund | Other securities | — | — | $150K | 0.5% | |
| American Funds Target Date 2025 Fund | Mutual Funds | — | — | $84K | 0.3% | |
| Hartford Schroders International Stock Fund Class SDR | Other securities | — | — | $61K | 0.2% | |
| Index Fund Vanguard Fed Money Market ** 638 TIAA-CREF Core Impact Bond Fund Institutional | U.S. Treasuries | — | — | $53K | 0.2% | |
| International Opps American Funds Target Date 2020 Fund | Mutual Funds | — | — | $47K | 0.1% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $26K | <0.1% | |
| Principal Equity Income Fund | Other securities | — | — | $23K | <0.1% | |
| JP Morgan JPMorgan US Government Money | Other securities | — | — | $19K | <0.1% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Alliance Bernstein AB Small Cap Growth | Other securities | — | — | $16K | <0.1% | |
| Class Calvert Balanced Fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
