David LOOS signed Nercon ENG. & Mfg.Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nercon ENG. & Mfg.Inc.'s EIN is 39-1257432.
Download the official 2024 Form 5500 (PDF) for Nercon ENG. & Mfg.Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nercon ENG. & Mfg.Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $68K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $31.2M | 97.8% | |
| HARB CAP APPR CIT 5 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $690K | 2.2% | |
| MFS LARGE CP VAL MSG GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $596K | 1.9% |
