SHA Hwang signed NAVA PBC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NAVA PBC's EIN is 47-4590452.
Download the official 2024 Form 5500 (PDF) for NAVA PBC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NAVA PBC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity-Income Adm N/R | Mutual Funds | — | — | $3.3M | 12.3% | |
| Fidelity Investments Fidelity Total Market Index N/R | Common Collective Trusts | — | — | $2.9M | 10.7% | |
| Fidelity Investments Fidelity 500 Index N/R | Common Collective Trusts | — | — | $2.0M | 7.4% | |
| Management JPMorgan Asset JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $1.8M | 6.5% | |
| Nuveen Winslow Large Cap Growth ESG R6 N/R | Mutual Funds | — | — | $1.7M | 6.2% | |
| Fidelity Investments Fidelity Global ex US Index N/R | Mutual Funds | — | — | $1.2M | 4.6% | |
| Dimensional Fund DFA Emerging Markets Value I N/R | Mutual Funds | — | — | $1.2M | 4.4% | |
| American Funds American Funds Small Cap World R6 N/R | Mutual Funds | — | — | $1.2M | 4.3% | |
| American Century American Century Large Cap Equity R6 N/R | Other securities | — | — | $876K | 3.3% | |
| Carillon Eagle Mid Cap Growth R6 N/R | Other securities | — | — | $822K | 3.1% | |
| ClearBridge Small Cap Growth IS N/R | Other securities | — | — | $816K | 3.0% | |
| Insurance Company Mutual Funds Allspring Special Sm Cap Value R6 N/R | Common Stocks | — | — | $812K | 3.0% | |
| Fidelity Investments Fidelity US Bond Index N/R | Mutual Funds | — | — | $812K | 3.0% | |
| Party Maturity Value Cost Current Value Massachusetts MFS Mid Cap Value R6 N/R | Mutual Funds | — | — | $792K | 2.9% | |
| Vanguard International Growth Adm N/R | Mutual Funds | — | — | $768K | 2.9% | |
| Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $722K | 2.7% | |
| T. Rowe Price T. Rowe Price Overseas Stock I | Common Stocks | — | — | $577K | 2.1% | |
| JPMorgan Intl Eq R6 | Other securities | — | — | $551K | 2.1% | |
| Pacific Investment PIMCO Income Instl N/R | Mutual Funds | — | — | $511K | 1.9% | |
| Fidelity Adv Total Bd Z | Mutual Funds | — | — | $496K | 1.8% | |
| Vanguard Real Estate Index Admiral N/R | Mutual Funds | — | — | $493K | 1.8% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $453K | 1.7% | |
| BlackRock High Yield Portfolio K N/R | Other securities | — | — | $440K | 1.6% | |
| Columbia Overseas Val Inst I3 N/R | Other securities | — | — | $438K | 1.6% | |
| Financial Services Nuveen Real Estate Secs Select R6 N/R | Mutual Funds | — | — | $226K | 0.8% | |
| Participants Loans Interest rates: 5.00% - 9.50% $0 | Bonds / Notes | — | — | $223K | 0.8% | |
| Participants Notes Receivable with interest rates of 5.00% to 9.50% | Bonds / Notes | — | — | $222K | 0.8% | |
| Advisors Eaton Vance Eaton Vance Atlanta Capital SMID-Cap R6 N/R | Other securities | — | — | $209K | 0.8% | |
| American Funds American Funds American Balanced R6 N/R | Mutual Funds | — | — | $146K | 0.5% | |
| Fidelity Investments Fidelity International Bond Index N/R | Mutual Funds | — | — | $129K | 0.5% | |
| PGIM Investments PGIM Global Total Return R6 N/R | Other securities | — | — | $122K | 0.5% | |
| Transamerica Life Ins. Co. Insurance Company/General Account | Common Stocks | — | — | $107K | 0.4% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Growth Alloc I N/R | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
