Debbie Thomas signed NRES Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NRES Management, LLC's EIN is 46-0540721.
Download the official 2024 Form 5500 (PDF) for NRES Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NRES Management, LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC | 41-0944586 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $393K | 12.8% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $387K | 12.6% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $380K | 12.3% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $300K | 9.8% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $285K | 9.3% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $281K | 9.1% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $146K | 4.7% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $139K | 4.5% | |
| T.Rowe TRP DIV GROWTH I | Other securities | — | — | $112K | 3.6% | |
| Notes Receivables from Participants * Participants Notes receivables with variable maturities | Other securities | — | — | $107K | 3.5% | |
| Fidelity FID INFL PR BD IDX ** 466 * Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $27K | 0.9% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $16K | 0.5% | |
| Fidelity FID BLUE CHIP GR K6 | Mutual Funds | — | — | $14K | 0.5% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $13K | 0.4% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $12K | 0.4% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $8K | 0.3% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $7K | 0.2% | |
| American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $6K | 0.2% | |
| Columbia COL EMRG MKT I3 | Other securities | — | — | $6K | 0.2% | |
| JP Morgan JPM GOVT BOND R6 | U.S. Treasuries | — | — | $3K | 0.1% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity FID SMALL CAP GR K6 | 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.
