Cindy Childres signed Norican Group US' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norican Group US' EIN is 41-2084532.
Download the official 2024 Form 5500 (PDF) for Norican Group US from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norican Group US' 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | NONE | $48K | — |
| PLANTE & MORAN PLLC | 38-1357951 | — | NONE |
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** Target Retirement 2035 Fund | Mutual Funds | — | — | $5.7M | 15.9% | |
| Target Retirement 2030 Fund | Other securities | — | — | $5.5M | 15.2% | |
| Target Retirement 2040 Fund | Other securities | — | — | $3.5M | 9.6% | |
| Target Retirement 2025 Fund | Other securities | — | — | $2.8M | 7.8% | |
| 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.8M | 7.8% | |
| Target Retirement 2020 Fund | Other securities | — | — | $2.5M | 6.8% | |
| AB US LARGE CAP GRW CIT (W SERIES) WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| Vanguard** Money market fund - Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $2.3M | 6.4% | |
| Target Retirement 2045 Fund | Other securities | — | — | $2.1M | 5.7% | |
| Target Retirement 2055 Fund | Other securities | — | — | $1.2M | 3.2% | |
| Target Retirement 2050 Fund | Other securities | — | — | $1.0M | 2.8% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $629K | 1.7% | |
| the participants' vested balances - | Other securities | — | — | $421K | 1.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $354K | 1.0% | |
| Target Retirement 2060 Fund | Other securities | — | — | $258K | 0.7% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $252K | 0.7% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $216K | 0.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $185K | 0.5% | |
| BLACKROCK MIDCAP GRWTH EQU FUND CLS BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 52-2007081 / PN 614 | Common Collective Trust | — | — | $150K | 0.4% | |
| Small-Cap Index Fund | Common Collective Trusts | — | — | $129K | 0.4% | |
| Fidelity Advisor Small Cap Value Fund | Mutual Funds | — | — | $122K | 0.3% | |
| Target Retirement 2065 Fund | Other securities | — | — | $82K | 0.2% | |
| Invesco Discovery | Mutual Funds | — | — | $46K | 0.1% | |
| Mid-Cap Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Target Retirement 2070 Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $10K |
| — |
