Christopher Lillpop signed Josiah Venture, NFP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Josiah Venture, NFP's EIN is 36-4469008.
Download the official 2024 Form 5500 (PDF) for Josiah Venture, NFP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Josiah Venture, NFP'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 |
|---|---|---|---|---|---|
| TRUST COMPANY OF ILLINOIS | 36-3880930 | DOWNERS GROVE, IL | SERVICE PROVIDER | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $764K | 16.9% | |
| Vanguard | Mutual Funds | — | — | $503K | 11.1% | |
| Vanguard | Mutual Funds | — | — | $475K | 10.5% | |
| Vanguard | Mutual Funds | — | — | $444K | 9.8% | |
| Vanguard | Mutual Funds | — | — | $367K | 8.1% | |
| Vanguard | Mutual Funds | — | — | $340K | 7.5% | |
| Vanguard | Mutual Funds | — | — | $308K | 6.8% | |
| Vanguard | Mutual Funds | — | — | $236K | 5.2% | |
| William Blair | Other securities | — | — | $221K | 4.9% | |
| Vanguard | Mutual Funds | — | — | $120K | 2.6% | |
| Vanguard | Mutual Funds | — | — | $118K | 2.6% | |
| Fidelity | Mutual Funds | — | — | $115K | 2.5% | |
| Vanguard | Mutual Funds | — | — | $115K | 2.5% | |
| Vanguard | Mutual Funds | — | — | $98K | 2.2% | |
| Hood River | Other securities | — | — | $52K | 1.2% | |
| Vanguard | Mutual Funds | — | — | $46K | 1.0% | |
| Morgan Stanley | Other securities | — | — | $46K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $41K | 0.9% | |
| WCM | Other securities | — | — | $34K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $32K | 0.7% | |
| Participant loans | Participant loans | — | — | $25K | 0.5% | |
| AMG | Other securities | — | — | $5K | <0.1% | |
| Victory | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $3K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $2K | <0.1% | |
| Smead | Other securities | — | — | $1K | <0.1% | |
| GQG | Other securities | — | — | $1K | <0.1% | |
| Fuller & Thaler | Other securities | — | — | $1K | <0.1% | |
| Dodge & Cox | Mutual Funds | — | — | $587 | <0.1% | |
| Lazard | Other securities | — | — | $284 | <0.1% | |
| PIMCO | Mutual Funds | — | — | $279 | <0.1% | |
| Dodge & Cox | Mutual Funds | — | — | $271 | <0.1% | |
| BlackRock | Other securities | — | — | $265 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
