ADAM Crist signed NRI USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NRI USA, LLC's EIN is 45-3981962.
Download the official 2024 Form 5500 (PDF) for NRI USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NRI USA, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $306K | 17.2% | |
| Vanguard Life Strategy Growth Index Fund | Common Collective Trusts | — | — | $301K | 16.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $173K | 9.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $160K | 9.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $110K | 6.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $91K | 5.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $89K | 5.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $78K | 4.4% | |
| Vanguard Life Strategy Conservative Growth Fund | Mutual Funds | — | — | $76K | 4.3% | |
| Wasatch Core Growth Fund | Other securities | — | — | $43K | 2.4% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $39K | 2.2% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $35K | 1.9% | |
| Advisor Trust FDIC Insured Demand Deposit Account Fund | Other securities | — | — | $34K | 1.9% | |
| Vanguard Large Cap Index Fund | Common Collective Trusts | — | — | $32K | 1.8% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $24K | 1.3% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $22K | 1.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $19K | 1.0% | |
| T. Rowe Price Large Cap Growth Fund | Other securities | — | — | $17K | 1.0% | |
| Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $15K | 0.9% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $13K | 0.7% | |
| DWS RREEF Real Assets Inst Fund | Other securities | — | — | $12K | 0.7% | |
| Harding Loevner International Equity Investment Fund | Other securities | — | — | $11K | 0.6% | |
| American Century Diverisifed Bond R6 Fund | Other securities | — | — | $11K | 0.6% | |
| Harbor Mid Cap Value Retirement Fund | Other securities | — | — | $11K | 0.6% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $9K | 0.5% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $9K | 0.5% | |
| Vanguard Short Term Bond Index Fund | Common Collective Trusts | — | — | $7K | 0.4% | |
| Vanguard Total International Stock Index Admiral Fund | Mutual Funds | — | — | $4K | 0.2% | |
| Oakmark International Fund | Other securities | — | — | $4K | 0.2% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $3K | 0.2% | |
| Vanguard Life Strategy Income Fund | Mutual Funds | — | — | $3K | 0.2% | |
| BlackRock Strategic Global Bond Fund | Other securities | — | — | $2K | 0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Loomis Sayles Bond Retail Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $1K | <0.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| GQG Partners Emerging Markets Equity Fund | Other securities | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | 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.
