Jeremy KLUZ signed Neuman Pools, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neuman Pools, Inc.'s EIN is 39-1231455.
Download the official 2024 Form 5500 (PDF) for Neuman Pools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neuman Pools, 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 | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FID 500 INDEX N/R | Mutual Funds | — | — | $4.5M | 19.3% | |
| Harbor CAP APP INST N/R | Other securities | — | — | $2.9M | 12.6% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.5% | |
| Vanguard VANG MIDCAP IDX ADM N/R | Common Collective Trusts | — | — | $1.9M | 8.1% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 6.3% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| Vanguard VANG TARGET RET 2030 N/R | Mutual Funds | — | — | $1.1M | 4.7% | |
| Vanguard VANG TOT BD MKT ADM N/R | Mutual Funds | — | — | $1.1M | 4.7% | |
| Dodge & Cox DODGE & COX INCOME I N/R | Mutual Funds | — | — | $927K | 4.0% | |
| Vanguard VANG TARGET RET 2025 N/R | Mutual Funds | — | — | $730K | 3.1% | |
| Vanguard VANG SM CAP IDX ADM N/R | Common Collective Trusts | — | — | $631K | 2.7% | |
| Fidelity Emerging Market Index N/R | Mutual Funds | — | — | $619K | 2.7% | |
| Pioneer STRAT INC Y N/R | Common Stocks | — | — | $617K | 2.7% | |
| American Century AMCENT INFL ADJBD R6 N/R | Other securities | — | — | $495K | 2.1% | |
| DFA INTL SMALL CO I N/R | Mutual Funds | — | — | $457K | 2.0% | |
| Columbia COL SM CAP VAL I I2 N/R | Other securities | — | — | $392K | 1.7% | |
| Conestoga SM CAP INV N/R | Other securities | — | — | $371K | 1.6% | |
| Vanguard VANG TARGET RET 2045 N/R | Mutual Funds | — | — | $304K | 1.3% | |
| Vanguard VANG TARGET RET 2040 N/R | Mutual Funds | — | — | $278K | 1.2% | |
| Vanguard VANG TARGET RET 2060 N/R | Mutual Funds | — | — | $275K | 1.2% | |
| Vanguard VANG TARGET RET 2055 N/R | Mutual Funds | — | — | $206K | 0.9% | |
| Participant Loans Interest rates: 4.25% to 9.50%, | Bonds / Notes | — | — | $195K | 0.8% | |
| Vanguard VANG TARGET RET 2050 N/R | Mutual Funds | — | — | $149K | 0.6% | |
| Vanguard VANG TARGET RET 2065 N/R | Mutual Funds | — | — | $79K | 0.3% | |
| Vanguard VANG TARGET RET 2070 N/R | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard VANG TARGET RET INC N/R | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard VANG TARGET RET 2020 N/R | Mutual Funds | — | — | $9K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | 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.
