Plan Sponsor signed NCS Multistage LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NCS Multistage LLC's EIN is 46-2128877.
Download the official 2024 Form 5500 (PDF) for NCS Multistage LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NCS Multistage LLC'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2045 Fund | Other securities | — | — | $3.0M | 15.8% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.5M | 13.3% | |
| JPMorgan SmartRetirement 2035 Fund | Other securities | — | — | $2.4M | 12.6% | |
| JPMorgan SmartRetirement 2050 Fund | Other securities | — | — | $1.9M | 10.2% | |
| JPMorgan SmartRetirement 2040 Fund | Other securities | — | — | $1.7M | 9.2% | |
| JPMorgan SmartRetirement 2025 Fund | Other securities | — | — | $1.3M | 6.8% | |
| JPMorgan SmartRetirement 2030 Fund | Other securities | — | — | $826K | 4.3% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $805K | 4.2% | |
| JPMorgan SmartRetirement 2055 Fund | Other securities | — | — | $721K | 3.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $475K | 2.5% | |
| FIDUCIARY INVESTMENT TRUST GROWTH C COMERICA BANK · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $433K | 2.3% | |
| JPMorgan SmartRetirement 2060 Fund | Other securities | — | — | $399K | 2.1% | |
| COLUMBIA TRUST STABLE INCOME ADMN 0 RIVERSOURCE/COLUMBIA COLLECTIVE FUNDS · EIN 41-0007957 / PN 001 | Common Collective Trust | — | — | $340K | 1.8% | |
| JPMorgan SmartRetirement 2020 Fund | Other securities | — | — | $337K | 1.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $300K | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $259K | 1.4% | |
| Participant Loans 4.25% - 9.50% 0 | Bonds / Notes | — | — | $250K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $231K | 1.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $152K | 0.8% | |
| FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $103K | 0.5% | |
| FIDUCIARY INVESTMENT TRUST AGGRESSI COMERICA BANK · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $81K | 0.4% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $78K | 0.4% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $54K | 0.3% | |
| JPMorgan Income Fund | Other securities | — | — | $47K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $47K | 0.2% | |
| MFS Value Fund | Mutual Funds | — | — | $31K | 0.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $25K | 0.1% | |
| FIDUCIARY INVESTMENT TRUST MOD-CNSR COMERICA BANK · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $23K | 0.1% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $23K | 0.1% | |
| Neuberger Berman Small Cap Growth Fund | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
