Rebecca KANG signed NFE Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NFE Management LLC's EIN is 47-5035824.
Download the official 2024 Form 5500 (PDF) for NFE Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NFE Management 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC | 33-0785439 | — | INVESTMENT ADVISOR | $18K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $10K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $4.0M | 16.4% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $1.9M | 7.9% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $1.8M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 7.2% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $1.7M | 6.8% | |
| Fidelity Total Int'l Index Fund | Common Collective Trusts | — | — | $1.5M | 6.0% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $1.5M | 5.9% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $1.3M | 5.3% | |
| Invesco Stable Value Trust | Stable Value | — | — | $1.1M | 4.5% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.5% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $801K | 3.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $763K | 3.1% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $745K | 3.0% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $721K | 2.9% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $373K | 1.5% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $349K | 1.4% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $331K | 1.4% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $314K | 1.3% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $300K | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $286K | 1.2% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | — | $277K | 1.1% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $259K | 1.1% | |
| Calvert US Large-Cap CRI R6 | Other securities | — | — | $252K | 1.0% | |
| Fidelity International Bond Index | Mutual Funds | — | — | $249K | 1.0% | |
| Vanguard Energy Index Fund Admiral | Common Collective Trusts | — | — | $235K | 1.0% | |
| Notes receivable from Interest rates ranging from 4.25% to 9.50% with | Bonds / Notes | — | — | $232K | 1.0% | |
| American Funds Mutual Fund Class R6 | Mutual Funds | — | — | $218K | 0.9% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $185K | 0.8% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $133K | 0.5% | |
| DFA Intermediate -Term Extended Quality | Mutual Funds | — | — | $132K | 0.5% | |
| Alliance Bernstein Small Cap Growth | Other securities | — | — | $121K | 0.5% | |
| JPMorgan Government Bond Fund Class R6 | U.S. Treasuries | — | — | $117K | 0.5% | |
| Vanguard Short-Term INF PS Index A | Mutual Funds | — | — | $89K | 0.4% | |
| Vanguard Industrials Index Fund Admiral | Common Collective Trusts | — | — | $70K | 0.3% | |
| Fidelity Short-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $66K | 0.3% | |
| Vanguard Financial Index Fund Admiral | Common Collective Trusts | — | — | $63K | 0.3% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $47K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $36K | 0.1% | |
| Vanguard Health Care Index Admiral | Mutual Funds | — | — | $36K | 0.1% | |
| Vanguard Material Index Fund Admiral | Common Collective Trusts | — | — | $36K | 0.1% | |
| Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $25K | 0.1% | |
| Vanguard Utilities Index Admiral | Mutual Funds | — | — | $23K | <0.1% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $20K | <0.1% | |
| American Century Mid-Cap Value Fund R6 | Other securities | — | — | $16K | <0.1% | |
| Vanguard Communication Services Index Admiral | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Short-term Bond Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Long-Term Treasury Index Fund Adm | Common Collective Trusts | — | — | $5K | <0.1% | |
| DFA Global Real Estate | Mutual Funds | — | — | $2K | <0.1% |
