Anthony Rosenberg signed Nystrom & Associates, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nystrom & Associates, Ltd.'s EIN is 41-1700376.
Download the official 2024 Form 5500 (PDF) for Nystrom & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nystrom & Associates, Ltd.'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 |
|---|---|---|---|---|---|
| TRUST POINT INC | 39-0415000 | — | RECORDKEEPER | $170K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $7.4M | 15.4% | |
| Vanguard | Mutual Funds | — | — | $7.0M | 14.6% | |
| Vanguard | Mutual Funds | — | — | $5.6M | 11.6% | |
| Fidelity | Mutual Funds | — | — | $3.9M | 8.1% | |
| Vanguard | Mutual Funds | — | — | $3.7M | 7.7% | |
| Vanguard | Mutual Funds | — | — | $3.4M | 7.2% | |
| Vanguard | Mutual Funds | — | — | $3.3M | 6.8% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 5.3% | |
| Vanguard | Mutual Funds | — | — | $2.4M | 5.1% | |
| Vanguard | Mutual Funds | — | — | $1.6M | 3.4% | |
| Fidelity | Mutual Funds | — | — | $957K | 2.0% | |
| Harbor Funds | Mutual Funds | — | — | $913K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $756K | 1.6% | |
| Vanguard | Mutual Funds | — | — | $545K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $529K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $506K | 1.1% | |
| American Funds | Mutual Funds | — | — | $458K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $408K | 0.9% | |
| Conestoga | Other securities | — | — | $356K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $326K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $281K | 0.6% | |
| Dodge & Cox | Mutual Funds | — | — | $271K | 0.6% | |
| Principal | Other securities | — | — | $132K | 0.3% | |
| PRINCIPLE US REIT FUND TIER I PRINCIPAL · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $132K | 0.3% | |
| DFA | Mutual Funds | — | — | $129K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $92K | 0.2% | |
| State Street Bank | Other securities | — | — | $54K | 0.1% | |
| JPMorgan | Other securities | — | — | $51K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $44K | <0.1% | |
| Calvert | Other securities | — | — | $26K | <0.1% | |
| Allspring | Other securities | — | — | $23K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $8K | <0.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | 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.
| — |
| NEW YORK, NY |
| CONSULTANT |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
