James Martinsen signed Northern Clearing Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northern Clearing Inc.'s EIN is 39-1078041.
Download the official 2024 Form 5500 (PDF) for Northern Clearing Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northern Clearing 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $1K | — |
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 2030 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $4.5M | 17.5% | |
| American Funds 2035 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $2.8M | 11.0% | |
| American Funds 2045 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $2.8M | 10.8% | |
| American Funds 2050 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $2.7M | 10.7% | |
| American Funds 2025 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $2.7M | 10.5% | |
| American Funds 2055 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $1.5M | 5.9% | |
| American Funds 2040 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $1.2M | 4.7% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $1.1M | 4.4% | |
| American Funds New Economy Fund Class R-4 " | Mutual Funds | — | — | $1.1M | 4.3% | |
| Blackrock Technology Opportunities Fund Investor A " | Other securities | — | — | $831K | 3.2% | |
| AB Large Cap Growth Fund Class K Mutual fund | Other securities | — | — | $816K | 3.2% | |
| BlackRock Health Sciences Opportunities Fund Investor A " | Other securities | — | — | $385K | 1.5% | |
| American Funds 2060 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $371K | 1.4% | |
| Neuberger Berman Mid Cap Growth Fund Investor A " | Other securities | — | — | $371K | 1.4% | |
| American Funds New World Fund Class R-4 " | Mutual Funds | — | — | $295K | 1.1% | |
| PGIM Jennison Financial Services Fund Investor A " | Other securities | — | — | $281K | 1.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $247K | 1.0% | |
| American Funds Investment Company Of America Class R-4 " | Mutual Funds | — | — | $233K | 0.9% | |
| Goldman Sachs MLP Energy Infrastructure Fund Investor A " | Other securities | — | — | $219K | 0.9% | |
| ClearBridge Small Cap Growth Fund Investor A " | Other securities | — | — | $213K | 0.8% | |
| PGIM Jennison Utility Fund Investor A " | Other securities | — | — | $162K | 0.6% | |
| Invesco Global Opportunities Fund Investor A " | Mutual Funds | — | — | $140K | 0.5% | |
| Columbia Global Value Fund Investor A " | Other securities | — | — | $132K | 0.5% | |
| PGIM Global Real Estate Fund Investor A " | Other securities | — | — | $103K | 0.4% | |
| Goldman Sachs Small Value Fund Investor A " | Other securities | — | — | $102K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $90K | 0.4% | |
| American Funds American High-Income Trust Fund Class R-4 " | Common Collective Trusts | — | — | $84K | 0.3% | |
| Invesco Gold & Special Minerals Fund Investor A " | Mutual Funds | — | — | $76K | 0.3% | |
| Columbia Select Large Cap Value Fund Investor A " | Other securities | — | — | $18K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $14K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund Class R-4 " | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
