Vanessa Urrego signed Novus AG, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Novus AG, LLC's EIN is 46-3005373.
Download the official 2024 Form 5500 (PDF) for Novus AG, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Novus AG, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $43K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.5M | 12.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 10.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 10.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 10.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 8.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 7.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 6.8% | |
| HARBOR CAP APPRECIATION RETIRE | Registered Investment Companies | — | — | $920K | 4.4% | |
| FIRST EAGLE GLOBAL R6 80 REGISTERED INVESTMENT COMPANY AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $673K | 3.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $618K | 3.0% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $567K | 2.7% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $505K | 2.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $501K | 2.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $461K | 2.2% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $460K | 2.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $311K | 1.5% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $289K | 1.4% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $209K | 1.0% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $201K | 1.0% | |
| FA STRATEGIC INCOME | Registered Investment Companies | — | — | $199K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $195K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $191K | 0.9% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $163K | 0.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $118K | 0.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $86K | 0.4% | |
| AMF RET INC PORT - CONS - R6 | Registered Investment Companies | — | — | $74K | 0.4% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $62K | 0.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $18K | <0.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $29K |
| — |
