Shelley Coats signed NAF's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NAF's EIN is 43-1097957.
Download the official 2024 Form 5500 (PDF) for NAF from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NAF's plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | $15K | — |
| LINCOLN FINANCIAL GROUP | — | FT. WAYNE, IN | NONE | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $979K | 16.0% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $422K | 6.9% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $398K | 6.5% | |
| Lincoln National Life-MutliFund LVIP Macquarie Social Awareness | Other securities | — | — | $358K | 5.9% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $312K | 5.1% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $309K | 5.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $297K | 4.9% | |
| Lincoln National Life-MutliFund LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $264K | 4.3% | |
| Lincoln National Life-MutliFund Growth | Other securities | — | — | $227K | 3.7% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $214K | 3.5% | |
| Investments at Contract Value * Lincoln National Life-MutliFund Fixed Account | Other securities | — | — | $212K | 3.5% | |
| Lincoln National Life-MutliFund LVIP T Rowe Price 2040 Fund | Mutual Funds | — | — | $145K | 2.4% | |
| Lincoln National Life-MutliFund LVIP T Rowe Price 2050 Fund | Mutual Funds | — | — | $132K | 2.2% | |
| Lincoln National Life-MutliFund LVIP Baron Growth Opportunities | Other securities | — | — | $89K | 1.5% | |
| Parnassus Core Equity Inst | Other securities | — | — | $80K | 1.3% | |
| Lincoln National Life-MutliFund Growth-Income | Other securities | — | — | $78K | 1.3% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $78K | 1.3% | |
| Lincoln National Life-MutliFund LVIP Macquarie Diversified Income ** 37 * Lincoln National Life-MutliFund LVIP Macquarie Mid Cap Value Fund | Other securities | — | — | $61K | 1.0% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $59K | 1.0% | |
| Lincoln National Life-MutliFund LVIP Macquarie SMID Cap Core Series | Other securities | — | — | $55K | 0.9% | |
| Lincoln National Life-MutliFund International | Other securities | — | — | $51K | 0.8% | |
| Lincoln National Life-MutliFund Fidelity VIP Growth | Mutual Funds | — | — | $50K | 0.8% | |
| Lincoln National Life-MutliFund Global Allocation ** 964 * Lincoln National Life-MutliFund Global Growth | Other securities | — | — | $48K | 0.8% | |
| Lincoln National Life-MutliFund LVIP Vanguard Domestic Equity ETF | Mutual Funds | — | — | $48K | 0.8% | |
| Lincoln National Life-MutliFund LVIP Macquarie Value Series ** 467 * Lincoln National Life-MutliFund LVIP Macquarie Wealth Builder | Other securities | — | — | $44K | 0.7% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $44K | 0.7% | |
| DFA Intl Small Company Port Instl ** 982 Fidelity Mid Cap Index | Mutual Funds | — | — | $42K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $38K | 0.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $38K | 0.6% | |
| Lincoln National Life-MutliFund VIP Contrafund | Mutual Funds | — | — | $37K | 0.6% | |
| Lincoln National Life-MutliFund LVIP SSGA Small Cap Index | Other securities | — | — | $35K | 0.6% | |
| Lincoln National Life-MutliFund LVIP T Rowe Price Mid Cap Growth | Mutual Funds | — | — | $31K | 0.5% | |
| STANDARD STABLE ASSET FUND STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $31K | 0.5% | |
| Lincoln National Life-MutliFund Macquarie Small Cap Value | Other securities | — | — | $30K | 0.5% | |
| Vanguard Small-Cap Value Index Adm | Mutual Funds | — | — | $30K | 0.5% | |
| from participants maturities through 2028 -0- | Other securities | — | — | $28K | 0.5% | |
| Lincoln National Life-MutliFund LVIP Blended LRG Cap Growth | Other securities | — | — | $27K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $27K | 0.4% | |
| Calvert Emerging Markets Equity Fund A | Other securities | — | — | $26K | 0.4% | |
| Lincoln National Life-MutliFund Fidelity VIP Freedom Target Date 2050 | Mutual Funds | — | — | $25K | 0.4% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $23K | 0.4% | |
| Lincoln National Life-MutliFund LVIP Franklin Templeton MF EM EQFND | Mutual Funds | — | — | $22K | 0.4% | |
| Lincoln National Life-MutliFund MFS Utilities | Mutual Funds | — | — | $22K | 0.4% | |
| Lincoln National Life-MutliFund LVIP SSGA Small Cap Index | Other securities | — | — | $21K | 0.3% | |
| Lincoln National Life-MutliFund LVIP T Rowe Price Structured Mid Cap | Mutual Funds | — | — | $21K | 0.3% | |
| Parnassus Mid Cap Instl | Other securities | — | — | $20K | 0.3% | |
| Lincoln National Life-MutliFund LVIP Blackrock Dividend Value | Other securities | — | — | $20K | 0.3% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $19K | 0.3% | |
| Lincoln National Life-MutliFund LVIP Macquarie Bond | Other securities | — | — | $17K | 0.3% | |
| Lincoln National Life-MutliFund LVIP Vanguard International Equity ETF | Mutual Funds | — | — | $17K | 0.3% |
