Nolan Lubarski signed CNOS, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CNOS, PC's EIN is 42-1480644.
Download the official 2024 Form 5500 (PDF) for CNOS, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CNOS, PC'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 |
|---|---|---|---|---|---|
| NEWPORT COMPANY INC. | 27-2037969 | — | RECORD-KEEPER | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Mutual Fund - 90,587 shares | Common Collective Trusts | — | — | $12.8M | 14.8% | |
| Vanguard Intermediate-Term Treasury Index Mutual Fund - 428,567 shares | Mutual Funds | — | — | $8.4M | 9.7% | |
| Vanguard Target Retirement 2040 Mutual Fund - 162,787 shares | Mutual Funds | — | — | $7.0M | 8.1% | |
| Vanguard Target Retirement 2035 Mutual Fund - 281,266 shares | Mutual Funds | — | — | $6.7M | 7.8% | |
| Vanguard Developed Markets Index Mutual Fund - 370,298 shares | Mutual Funds | — | — | $5.7M | 6.6% | |
| Vanguard Target Retirement 2030 Mutual Fund - 135,095 shares | Mutual Funds | — | — | $5.1M | 5.9% | |
| DFA Short-Term Extended Quality Mutual Fund - 427,787 shares | Mutual Funds | — | — | $4.4M | 5.1% | |
| Vanguard Target Retirement 2045 Mutual Fund - 124,668 shares | Mutual Funds | — | — | $3.7M | 4.3% | |
| DFA U.S. Targeted Value Mutual Fund - 104,260 shares | Mutual Funds | — | — | $3.6M | 4.1% | |
| Vanguard Target Retirement 2050 Mutual Fund - 64,491 shares | Mutual Funds | — | — | $3.2M | 3.7% | |
| DFA International Small Cap Value Mutual Fund - 144,940 shares | Mutual Funds | — | — | $3.2M | 3.7% | |
| Vanguard Short-Term Inflation Protected Mutual Fund - 129,744 shares | Mutual Funds | — | — | $3.2M | 3.6% | |
| DFA Emerging Markets Mutual Fund - 123,012 shares | Mutual Funds | — | — | $2.9M | 3.3% | |
| Vanguard 500 Index Mutual Fund - 3,523 shares | Common Collective Trusts | — | — | $1.9M | 2.2% | |
| Vanguard Federal Money Market Money Market - 1,719,899 shares | Mutual Funds | — | — | $1.7M | 2.0% | |
| Vanguard Growth Index Mutual Fund - 7,927 shares | Mutual Funds | — | — | $1.7M | 1.9% | |
| Vanguard Target Retirement 2025 Mutual Fund - 86,964 shares | Mutual Funds | — | — | $1.6M | 1.9% | |
| Vanguard Target Retirement 2055 Mutual Fund - 26,269 shares | Mutual Funds | — | — | $1.6M | 1.8% | |
| DFA U.S. Large Value Mutual Fund - 43,918 shares | Mutual Funds | — | — | $1.4M | 1.6% | |
| Vanguard Mid Cap Growth Index Mutual Fund - 6,175 shares | Mutual Funds | — | — | $675K | 0.8% | |
| DFA Global Real Estate Securities Mutual Fund - 57,583 shares | Mutual Funds | — | — | $582K | 0.7% | |
| Vanguard Small Cap Growth Index Mutual Fund - 5,539 shares | Mutual Funds | — | — | $545K | 0.6% | |
| Vanguard Mid Cap Value Index Mutual Fund - 5,764 shares | Mutual Funds | — | — | $483K | 0.6% | |
| Vanguard Emerging Markets Index Mutual Fund - 12,467 shares | Mutual Funds | — | — | $458K | 0.5% | |
| Vanguard Small Cap Index Mutual Fund - 3,640 shares | Mutual Funds | — | — | $419K | 0.5% | |
| DFA Commodity Strategy Mutual Fund - 91,201 shares | Mutual Funds | — | — | $409K | 0.5% | |
| Vanguard Target Retirement 2020 Mutual Fund - 14,057 shares | Mutual Funds | — | — | $372K | 0.4% | |
| Vanguard Target Retirement 2060 Mutual Fund - 5,479 shares | Mutual Funds | — | — | $281K | 0.3% | |
| Vanguard Target Retirement Income Mutual Fund - 20,728 shares | Mutual Funds | — | — | $272K | 0.3% | |
| Vanguard Mid Cap Index Mutual Fund - 675 shares | Mutual Funds | — | — | $221K | 0.3% | |
| Vanguard Target Retirement 2070 Mutual Fund - 8,168 shares | Mutual Funds | — | — | $218K | 0.3% | |
| Vanguard Target Retirement 2065 Mutual Fund - 1,297 shares | Mutual Funds | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
