Kristen Wilhelm signed NOU Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NOU Systems, Inc.'s EIN is 45-2815517.
Download the official 2024 Form 5500 (PDF) for NOU Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NOU Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON RETIREMENT SOLUTIONS INC | 47-2725143 | — | RECORDKEEPER | $75K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Target 2050 Index | Mutual Funds | — | — | $4.4M | 12.2% | |
| Charles Schwab S&P 500 Index FD | Common Collective Trusts | — | — | $4.2M | 11.6% | |
| Charles Schwab Target 2045 Index | Mutual Funds | — | — | $3.9M | 10.6% | |
| Charles Schwab Target 2035 Index | Mutual Funds | — | — | $3.3M | 9.0% | |
| Charles Schwab Target 2040 Index | Mutual Funds | — | — | $3.1M | 8.5% | |
| Charles Schwab Target 2055 Index | Mutual Funds | — | — | $3.0M | 8.2% | |
| Charles Schwab Target 2060 Index | Mutual Funds | — | — | $2.3M | 6.3% | |
| Charles Schwab Target 2025 Index | Mutual Funds | — | — | $2.2M | 6.0% | |
| Charles Schwab Target 2030 Index | Mutual Funds | — | — | $2.2M | 5.9% | |
| American Funds American Balanced R6 Fund | Mutual Funds | — | — | $686K | 1.9% | |
| Nuveen Large-Cap Growth Index R6 | Mutual Funds | — | — | $652K | 1.8% | |
| iShares Total U.S. Stock Market Index K | Common Collective Trusts | — | — | $634K | 1.7% | |
| Charles Schwab Target 2020 Index | Mutual Funds | — | — | $582K | 1.6% | |
| Nationwide Strategic Income R6 | Other securities | — | — | $536K | 1.5% | |
| Charles Schwab Target 2065 Index | Mutual Funds | — | — | $519K | 1.4% | |
| Self-Directed Brokerage Account * Self-Directed Brokerage Account Mutual Funds/Common Stocks | Self-Directed Brokerage | — | — | $450K | 1.2% | |
| Victory Nasdaq 100 Index R6 Fund | Other securities | — | — | $401K | 1.1% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $398K | 1.1% | |
| Charles Schwab Target 2010 Index | Mutual Funds | — | — | $367K | 1.0% | |
| FullerThaler Behavioral Small Cap Growth R6 | Other securities | — | — | $359K | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $289K | 0.8% | |
| Charles Schwab US Mid Cap Index | Mutual Funds | — | — | $284K | 0.8% | |
| Participant Loans Interest rates ranging from 5.25% to 10.5% -0- | Bonds / Notes | — | — | $267K | 0.7% | |
| Charles Schwab Small Cap Index | Mutual Funds | — | — | $199K | 0.5% | |
| Charles Schwab US Aggregate Bond | Mutual Funds | — | — | $196K | 0.5% | |
| Oakmark R6 | Other securities | — | — | $161K | 0.4% | |
| Fidelity Advisor Capital & Income Z | Mutual Funds | — | — | $153K | 0.4% | |
| T. Rowe T. Rowe Price Institutional Floating Rate | Bonds / Notes | — | — | $117K | 0.3% | |
| American Funds Growth Portfolio R6 | Mutual Funds | — | — | $100K | 0.3% | |
| Charles Schwab Fundamental US Large Company Index | Mutual Funds | — | — | $98K | 0.3% | |
| Shares of Registered Investment Companies First Eagle First Eagle Gold A | Other securities | — | — | $98K | 0.3% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $91K | 0.2% | |
| Shares of Registered Investment Companies - Continued Vanguard International Growth Admiral | Mutual Funds | — | — | $53K | 0.1% | |
| Charles Schwab Fundamental Intl Equity | Mutual Funds | — | — | $52K | 0.1% | |
| Cohen & Steers Cohen & Steers Realty | Other securities | — | — | $40K | 0.1% | |
| Charles Schwab Fundamental Emerging Mkts | Mutual Funds | — | — | $28K | <0.1% | |
| Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Materials Index Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| Calamos Market Neutral Income R6 | Other securities | — | — | $1K | <0.1% | |
| DFA Global 25/75 I | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| HUNTSVILLE, AL |
| INVESTMENT ADVISORY |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | BROKER/DEALER | $700 | — |
