Natalie Krogseng signed Nortech Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nortech Systems Inc.'s EIN is 41-1681094.
Download the official 2024 Form 5500 (PDF) for Nortech Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nortech Systems 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 | Mutual Funds | — | — | $4.4M | 15.8% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $3.0M | 10.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.8M | 9.9% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $2.7M | 9.8% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $2.2M | 8.0% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $1.9M | 6.9% | |
| JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $1.4M | 5.0% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $1.2M | 4.2% | |
| Columbia Small Cap Index Fund Institutional Class | Common Collective Trusts | — | — | $882K | 3.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $704K | 2.5% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $682K | 2.4% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $676K | 2.4% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $612K | 2.2% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $499K | 1.8% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $469K | 1.7% | |
| Baird Core Plus Bond | Other securities | — | — | $465K | 1.7% | |
| Victory Sycamore Established Value Fund R | Other securities | — | — | $449K | 1.6% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $429K | 1.5% | |
| MFS Value Fund Class R3 | Mutual Funds | — | — | $344K | 1.2% | |
| Notes receivable and accrued interest receivable from participants | Other securities | — | — | $308K | 1.1% | |
| PGIM Jennison International Opps R6 | Other securities | — | — | $287K | 1.0% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $268K | 1.0% | |
| Baron Small Cap Institutional | Other securities | — | — | $238K | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $222K | 0.8% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $213K | 0.8% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $199K | 0.7% | |
| Carillon ClariVest Intl Stock R6 | Other securities | — | — | $88K | 0.3% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $67K | 0.2% | |
| Blackrock Emerging Market K | Other securities | — | — | $54K | 0.2% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $37K | 0.1% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $37K | 0.1% | |
| Carillon Reams Unconstrained Bond I | Other securities | — | — | $30K | 0.1% | |
| Fidelity Freedom 2070 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYUM & BARENSCHEER PLLP | 41-6192096 | — | ACCOUNTANT/AUDITOR | $12K | — |
