Daphne Rhomberg signed NU Way Concrete Forms, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NU Way Concrete Forms, Inc.'s EIN is 43-0717119.
Download the official 2024 Form 5500 (PDF) for NU Way Concrete Forms, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NU Way Concrete Forms, 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 |
|---|---|---|---|---|---|
| ASCENSUS, INC./FUTUREPLAN | 82-3719843 | — | TPA | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE COMMERCE TRUST COMPANY | 43-6334070 | — | ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock (I) | Other securities | — | — | $4.8M | 16.7% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $4.7M | 16.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $4.2M | 14.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.4M | 11.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.5M | 8.7% | |
| The Hartford MidCap Fund Cl R6 | Other securities | — | — | $2.1M | 7.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.6M | 5.4% | |
| MORLEY STABLE VALUE CL 25-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Pooled Separate Account | — | — | $1.3M | 4.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| JP Morgan Core Bond Fund A | Other securities | — | — | $483K | 1.7% | |
| MFS Research International Fund R6 | Mutual Funds | — | — | $445K | 1.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $345K | 1.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $264K | 0.9% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $249K | 0.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $172K | 0.6% | |
| DFA US Targeted Value Prt I | Mutual Funds | — | — | $130K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $79K | 0.3% | |
| Jackson National Life Insurance Cash Surrender Value of Insurance | Cash / Money Market | — | — | $77K | 0.3% | |
| PGIM Jennison Small Company Fund | Common Stocks | — | — | $74K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $65K | 0.2% | |
| DFA US Large Cap Value Port | Mutual Funds | — | — | $48K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $33K | 0.1% | |
| JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SFW PARTNERS | 43-1764273 | — | AUDITOR | $0 | — |
