Kennedy Nilsson signed First Nation Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Nation Group LLC's EIN is 46-1562844.
Download the official 2024 Form 5500 (PDF) for First Nation Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Nation Group LLC'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.1M | 17.9% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $1.4M | 12.4% | |
| The Hartford Total Return Bond Fund Class R6 * 986 Invesco Corporate Bond Fund Class R6 * 421 Pioneer Strategic Income Fund Class Y * 41 American Funds American Balanced R6 | Mutual Funds | — | — | $1.1M | 9.6% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $924K | 8.1% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $916K | 8.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $604K | 5.3% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $491K | 4.3% | |
| Vanguard Short Term Federal Fund Investor Shares * 25 T. Rowe Price Retirement 2020 Fund | Mutual Funds | — | — | $328K | 2.9% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $308K | 2.7% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $283K | 2.5% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $258K | 2.3% | |
| Mid Atlantic Trust Company American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $230K | 2.0% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $224K | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $193K | 1.7% | |
| T. Rowe Price Integrated US Sm Gr Eq I | Other securities | — | — | $184K | 1.6% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $178K | 1.6% | |
| Undiscovered Managers Behavioral Value Fund Class | Other securities | — | — | $171K | 1.5% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $157K | 1.4% | |
| Participants Participant notes receivable bearing interest between 8.75 and 9.50 percent - | Other securities | — | — | $147K | 1.3% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $143K | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $110K | 1.0% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $75K | 0.7% | |
| JHancock Disciplined Value Mid Cap I | Other securities | — | — | $71K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $53K | 0.5% | |
| Nuveen International Eq Idx R6 | Common Collective Trusts | — | — | $34K | 0.3% | |
| Cohen & Steers Realty Shares Z | Other securities | — | — | $27K | 0.2% | |
| Mid Atlantic Trust Company Money market fund - Vanguard Federal Money Market Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Guggenheim Limited Duration Instl | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
