Dana Levering signed NCP Capco Development Co, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NCP Capco Development Co, Inc.'s EIN is 46-0480008.
Download the official 2023 Form 5500 (PDF) for NCP Capco Development Co, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)NCP Capco Development Co, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Index Fund Mutual fund | Common Collective Trusts | — | — | $1.4M | 22.6% | |
| Vanguard Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $1.2M | 19.0% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $468K | 7.3% | |
| DFA International Core Equity Fund Mutual fund | Mutual Funds | — | — | $443K | 6.9% | |
| Vanguard High-Yield Corporate Fund Mutual fund | Mutual Funds | — | — | $311K | 4.9% | |
| DFA International Small Company Portfolio Mutual fund | Mutual Funds | — | — | $289K | 4.5% | |
| Avantis US Large Cap Value Fund Mutual fund | Other securities | — | — | $252K | 3.9% | |
| Vanguard Divided Appreciation Index Fund Mutual fund | Common Collective Trusts | — | — | $248K | 3.9% | |
| Vanguard Mid-Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $240K | 3.8% | |
| Vanguard Mid-Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $235K | 3.7% | |
| Vanguard Intermediate-Term Investment Grade Fund Mutual fund | Mutual Funds | — | — | $231K | 3.6% | |
| Vanguard Small-Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $213K | 3.3% | |
| Avantis Emerging Markets Equity Fund Mutual fund | Other securities | — | — | $207K | 3.2% | |
| INSIGHT STABLE VALUE FUND BNY MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $149K | 2.3% | |
| Fidelity 500 Index Fund Mutual fund 32 Vanguard Cash Reserves Federal Money Market Fund Mutual fund | Common Collective Trusts | — | — | $148K | 2.3% | |
| Vanguard Real Estate Index Fund Mutual fund | Common Collective Trusts | — | — | $45K | 0.7% | |
| Participant loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $9K | 0.1% | |
| DFA Inflation Protected Securities Portfolio Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| DFA US Micro Cap Portfolio Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
