Joshua YACH signed Nassco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nassco, Inc.'s EIN is 39-1151715.
Download the official 2024 Form 5500 (PDF) for Nassco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nassco, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | $3.0M | $3.2M | 13.0% | |
| American Funds Fundamental Invs R6 | Mutual Funds | — | $2.7M | $3.0M | 12.0% | |
| T. Rowe Price Retirement 2030 Fund I | Other securities | — | $2.8M | $3.0M | 11.9% | |
| T. Rowe Price Retirement 2045 Fund I | Other securities | — | $2.0M | $2.1M | 8.6% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | $2.1M | $2.1M | 8.6% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | $1.8M | $1.9M | 7.6% | |
| Macquarie Small Cap Core Fund Cl R6 | Other securities | — | $1.1M | $1.2M | 4.8% | |
| T. Rowe Price Retirement 2050 Fund I | Other securities | — | $985K | $1.1M | 4.3% | |
| RELIANCE METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $993K | $1.0M | 4.1% | |
| TCW MetWest Total Return Bd Plan | Other securities | — | $771K | $748K | 3.0% | |
| Capital World Growth & Income R6 | Other securities | — | $635K | $664K | 2.7% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | $672K | $657K | 2.7% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | $494K | $530K | 2.1% | |
| Parnassus Core Equity Institutional | Other securities | — | $468K | $490K | 2.0% | |
| American Capital Income Builder R6 | Other securities | — | $409K | $424K | 1.7% | |
| T. Rowe Price Retirement 2020 Fund I | Other securities | — | $327K | $337K | 1.4% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | $326K | $332K | 1.3% | |
| T. Rowe Price Retirement 2015 Fund I | Other securities | — | $252K | $259K | 1.0% | |
| T. Rowe Price Retirement 2060 Fund I | Other securities | — | $207K | $218K | 0.9% | |
| Small Cap World Fund Class R-6 | Other securities | — | $197K | $199K | 0.8% | |
| Calvert Balanced R6 | Other securities | — | $177K | $191K | 0.8% | |
| Impax Small Cap Fund Instl | Other securities | — | $177K | $184K | 0.7% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | $173K | $164K | 0.7% | |
| PIMCO Commodity Real Ret Strat Instl | Mutual Funds | — | $130K | $132K | 0.5% | |
| DFA International Small Company I | Mutual Funds | — | $74K | $74K | 0.3% | |
| Nuveen Core Impact Bond Fund Retirement | U.S. Treasuries | — | $73K | $72K | 0.3% | |
| Cohen & Steers Global Realty Z | Other securities | — | $66K | $61K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund I | Other securities | — | $43K | $44K | 0.2% | |
| Domini Impact International Equity Fund Instl | Other securities | — | $22K | $23K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund I | Other securities | — | $18K | $19K | <0.1% |
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 |
|---|---|---|---|---|---|
| RIVERWATER PARTNERS | 55-0844872 | — | NONE | $19K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
