Richard Hoedl signed New Prime, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Prime, Inc.'s EIN is 43-1396933.
Download the official 2024 Form 5500 (PDF) for New Prime, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Prime, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | $47.0M | $58.5M | 27.6% | |
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | $25.4M | $35.0M | 16.5% | |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | $23.6M | $33.4M | 15.7% | |
| FID CONTRAFUND | Mutual Funds | — | $17.0M | $22.7M | 10.7% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $7.3M | $10.4M | 4.9% | |
| FID PURITAN | Mutual Funds | — | $6.8M | $7.2M | 3.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $6.8M | 3.2% | |
| interest at 4.25%-9.50%, with maturities through August | Bonds / Notes | — | $4 | $6.8M | 3.2% | |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | $4.7M | $5.5M | 2.6% | |
| VANG EQUITY INC ADM | Common Stocks | — | $4.5M | $4.8M | 2.3% | |
| FID GOVT MMKT | Mutual Funds | — | $4.3M | $4.3M | 2.0% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $2.9M | $3.9M | 1.8% | |
| FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | $3.0M | $3.7M | 1.7% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | $2.4M | $2.6M | 1.2% | |
| FID LOW PRICED STK | Mutual Funds | — | $2.9M | $2.5M | 1.2% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $2.1M | $2.0M | 1.0% | |
| PGIM TOTAL RTN BD Z | Other securities | — | $2.0M | $1.8M | 0.9% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | $1.4M | $1.8M | 0.8% | |
| AB SM CAP GRTH Z | Other securities | — | $1.2M | $1.6M | 0.8% | |
| DFA INTL CORE EQ I | Mutual Funds | — | $1.1M | $1.2M | 0.6% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $855K | $1.1M | 0.5% | |
| ABF SM CAP VAL R5 | Other securities | — | $667K | $670K | 0.3% | |
| VANG ST INV GR ADM | Other securities | — | $306K | $304K | 0.1% | |
| ABF INTL EQUITY R5 | Other securities | — | $114K | $98K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
