Jeffery Grant signed Next Door Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Next Door Foundation, Inc.'s EIN is 39-1162969.
Download the official 2024 Form 5500 (PDF) for Next Door Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Next Door Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA, LLC | 86-3678481 | — | THIRD PARTY ADMINISTATOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.5M | 91.2% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $2.4M | 29.8% | |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $719K | 8.8% | |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $522K | 6.4% | |
| AMERICAN FDS 2050 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $447K | 5.5% | |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $434K | 5.3% | |
| AMERICAN FDS 2045 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $400K | 4.9% | |
| FIDELITY STRTG DIV & INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 577 | Pooled Separate Account | — | — | $380K | 4.6% | |
| AMERICAN FDS 2030 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $360K | 4.4% | |
| AMERICAN FDS 2040 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $352K | 4.3% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $181K | 2.2% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $168K | 2.1% | |
| COLUMBIA DIVIDEND OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 636 | Pooled Separate Account | — | — | $168K | 2.1% | |
| AMERICAN FDS 2025 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $131K | 1.6% | |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $129K | 1.6% | |
| TRANSAMERICA GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 789 | Pooled Separate Account | — | — | $115K | 1.4% | |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | — | — | $64K | 0.8% | |
| AMERICAN FDS 2020 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $60K | 0.7% | |
| VICTORY SYCAMORE EST VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 613 | Pooled Separate Account | — | — | $53K | 0.6% | |
| TRANSAMERICA INTL EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $50K | 0.6% | |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $39K | 0.5% | |
| AB SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | — | — | $39K | 0.5% | |
| IMACQUARIE MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $38K | 0.5% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $37K | 0.5% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $30K | 0.4% | |
| FEDERATED MDT SM CAP CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | — | — | $22K | 0.3% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 310 | Pooled Separate Account | — | — | $22K | 0.3% | |
| GOLDMAN SACHS INTL SM CP INSIGHTS R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 699 | Pooled Separate Account | — | — | $20K | 0.2% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $16K | 0.2% | |
| AMERICAN CENTURY REAL EST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 753 | Pooled Separate Account | — | — | $11K | 0.1% | |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 076 | Pooled Separate Account | — | — | $10K | 0.1% | |
| AMERICAN FDS 2015 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $7K | <0.1% |
