Paul Neustadt signed Neuco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neuco, Inc.'s EIN is 36-6099797.
Download the official 2024 Form 5500 (PDF) for Neuco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neuco, Inc.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index | Mutual Funds | — | — | $6.4M | 15.2% | |
| Empower Annuity Insurance EI Fixed Account - Series Class III | Other securities | — | — | $5.4M | 12.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.3M | 12.8% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $3.5M | 8.4% | |
| Fidelity Freedom Index income Premier | Mutual Funds | — | — | $3.3M | 7.9% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $2.9M | 6.9% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $2.8M | 6.7% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $1.8M | 4.3% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $1.5M | 3.5% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.4M | 3.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.2M | 3.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.2M | 2.8% | |
| Empower Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $973K | 2.3% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $821K | 2.0% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $792K | 1.9% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $627K | 1.5% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $484K | 1.2% | |
| Participant loans 4.25% - 9.50% -0- | Bonds / Notes | — | — | $411K | 1.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $210K | 0.5% | |
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $124K | 0.3% | |
| Blackrock Inflation Protected Bond Fund Class K | Other securities | — | — | $84K | 0.2% | |
| Fidelity Advisor International Growth Z | Mutual Funds | — | — | $66K | 0.2% | |
| JP Morgan US Value R6 | Other securities | — | — | $49K | 0.1% | |
| AllianceBernstein AB Large Cap Growth Fund | Other securities | — | — | $37K | <0.1% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING HOLDCO LLC DBA CR |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | CONTRACT ADMIN | $14K | — |
