Katherine Gutzeit signed Purem NOVI Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Purem NOVI Inc.'s EIN is 38-3542936.
Download the official 2024 Form 5500 (PDF) for Purem NOVI Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Purem NOVI Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $64K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $9.8M | 13.1% | |
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $9.0M | 12.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.2M | 11.1% | |
| American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6.0M | 8.1% | |
| American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6.0M | 8.1% | |
| American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $5.8M | 7.7% | |
| American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4.8M | 6.4% | |
| American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3.6M | 4.8% | |
| JPMorgan Large Capital Growth II R1 | Other securities | — | — | $3.5M | 4.8% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.5M | 4.8% | |
| American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3.1M | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 2.7% | |
| Sycamore Capital Victory Sycamore Established Value Fund Class I | Other securities | — | — | $1.6M | 2.2% | |
| MFS Investment Management MFS International Diversification R6 | Mutual Funds | — | — | $1.5M | 2.0% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.4M | 1.9% | |
| Participants Participant notes receivable with interest rates ranging from 3.25 to 8.50 percent - | Other securities | — | — | $1.3M | 1.7% | |
| American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $1.3M | 1.7% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| AS CORE PLUS BOND D1 SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $988K | 1.3% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $938K | 1.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $841K | 1.1% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $594K | 0.8% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $344K | 0.5% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $342K | 0.5% | |
| American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $269K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $129K | 0.2% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $16K | <0.1% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $14K |
| — |
