Robert McNulty signed New View Alliance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New View Alliance's EIN is 37-1895181.
Download the official 2024 Form 5500 (PDF) for New View Alliance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New View Alliance's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES COMPANY | 35-0472300 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | ADVISOR | $6K | — |
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 |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | 81-3989034 | — | TPA | $6K | — |
