Bob Owen signed National Heritage Academies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Heritage Academies, Inc.'s EIN is 38-3244019.
Download the official 2024 Form 5500 (PDF) for National Heritage Academies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Heritage Academies, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $795K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIEFEL NICOLAUS & COMPANY, INC. | 43-0538770 | — | RETAINED BY PLAN SPONSOR | $82K | — |
| HUNGERFORD NICHOLS |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2050 Fund A | Other securities | — | — | $39.3M | 12.8% | |
| JP Morgan Smart Retirement 2055 Fund A | Other securities | — | — | $34.6M | 11.3% | |
| JP Morgan Smart Retirement 2045 Fund A | Other securities | — | — | $31.2M | 10.2% | |
| JP Morgan Smart Retirement 2060 Fund A | Other securities | — | — | $27.9M | 9.1% | |
| JP Morgan Smart Retirement 2040 Fund A | Other securities | — | — | $24.9M | 8.1% | |
| JP Morgan Smart Retirement 2035 Fund A | Other securities | — | — | $15.0M | 4.9% | |
| JP Morgan Smart Retirement 2065 Fund A | Other securities | — | — | $12.3M | 4.0% | |
| JP Morgan Smart Retirement 2025 Fund A | Other securities | — | — | $9.5M | 3.1% | |
| PIMCO Government Money Market Fund Class Administrative | Mutual Funds | — | — | $8.5M | 2.8% | |
| Invesco Developing Markets Y Fund | Mutual Funds | — | — | $5.3M | 1.7% | |
| American EuroPacific Growth R6 Fund | Other securities | — | — | $5.2M | 1.7% | |
| NYLI Winslow Large Cap Growth Class I Fund | Other securities | — | — | $5.2M | 1.7% | |
| T. Rowe Price Mid-Cap Value Fund Advisor Class | Other securities | — | — | $4.9M | 1.6% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $4.8M | 1.6% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.4M | 1.4% | |
| Vanguard Total World Stock Index Investor Shares | Mutual Funds | — | — | $3.8M | 1.2% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.7M | 1.2% | |
| JP Morgan Smart Retirement 2020 Fund A | Other securities | — | — | $3.5M | 1.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $3.3M | 1.1% | |
| Touchstone Large Cap Focused Fund Class Y | Other securities | — | — | $3.2M | 1.0% | |
| Participant loans | Participant loans | — | — | $3.1M | 1.0% | |
| Putnam Equity Income Fund Y | Mutual Funds | — | — | $3.0M | 1.0% | |
| AB Small Cap Growth Portfolio Advisor Class | Other securities | — | — | $3.0M | 1.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 0.7% | |
| JP Morgan Smart Retirement Income Fund A | Other securities | — | — | $1.9M | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| JP Morgan Smart Retirement 2030 Fund A | Other securities | — | — | $1.3M | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 0.4% | |
| Pioneer Select Mid Cap Growth Y Fund | Other securities | — | — | $677K | 0.2% | |
| Pioneer Strategic Income Fund Y | Other securities | — | — | $155K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 38-2184825 |
| — |
| RETAINED BY PLAN SPONSOR |
| $12K |
| — |
