Robert M. Kerrigan signed Nustar Services Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nustar Services Company LLC's EIN is 47-5622749.
Download the official 2024 Form 5500 (PDF) for Nustar Services Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nustar Services Company LLC's plan includes 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | NONE | $20K | — |
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.
| TACTIVE ADVISORS LLC | 85-0638743 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVID WEALTH PARTNERS LLC | 85-1104557 | — | NONE | $18K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $11.2M | 22.2% | |
| Fidelity Blue Chip Growth K6 Mutual Funds | Mutual Funds | — | — | $6.3M | 12.5% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $3.7M | 7.3% | |
| INTL EQUITY FUND CLASS I1 GREAT GRAY TRUST COMPANY. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $2.9M | 5.7% | |
| Vanguard Wellington Admiral Sh Mutual Funds | Mutual Funds | — | — | $2.6M | 5.2% | |
| Vanguard Equity Income Admiral Mutual Funds | Mutual Funds | — | — | $2.5M | 5.0% | |
| Self-Directed Investments | Self-Directed Brokerage | — | — | $2.4M | 4.8% | |
| Vanguard Inst Target 2050 Mutual Funds | Mutual Funds | — | — | $2.0M | 4.0% | |
| Baird Core Plus Bond Inst Mutual Funds | Other securities | — | — | $1.8M | 3.6% | |
| Vanguard Inst Target 2035 Mutual Funds | Mutual Funds | — | — | $1.8M | 3.5% | |
| Vanguard Inst Target 2030 Mutual Funds | Mutual Funds | — | — | $1.5M | 2.9% | |
| Vanguard Inst Target 2040 Mutual Funds | Mutual Funds | — | — | $1.3M | 2.6% | |
| Vanguard Inst Target 2045 Mutual Funds | Mutual Funds | — | — | $1.2M | 2.3% | |
| Vanguard Inst Target 2055 Mutual Funds | Mutual Funds | — | — | $1.1M | 2.2% | |
| Vanguard Inst Target 2025 Mutual Funds | Mutual Funds | — | — | $1.1M | 2.2% | |
| Fidelity International Index Mutual Funds | Mutual Funds | — | — | $1.0M | 2.0% | |
| Mid Cap Growth R1 Common/Collective Trusts | Common Collective Trusts | — | — | $920K | 1.8% | |
| LOOMIS SAYLES SM/MDCAP GROWTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $920K | 1.8% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $724K | 1.4% | |
| New York Life Anchor Acct IV Pooled Separate Accounts | Pooled Separate Accounts | — | — | $660K | 1.3% | |
| PSA NO.25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $660K | 1.3% | |
| Fidelity Small Cap Growth K6 Mutual Funds | Mutual Funds | — | — | $607K | 1.2% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $596K | 1.2% | |
| Vanguard Inst Target 2020 Mutual Funds | Mutual Funds | — | — | $527K | 1.0% | |
| Vanguard Inst Target 2060 Mutual Funds | Mutual Funds | — | — | $489K | 1.0% | |
| Allspring SPEC Mid Cap Val R6 Mutual Funds | Other securities | — | — | $435K | 0.9% | |
| Vanguard Target Rtmt Income Mutual Funds | Mutual Funds | — | — | $388K | 0.8% | |
| WILMGT TR CIT SMALL CAP VALUE FUND GREAT GRAY TRUST COMPANY. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $380K | 0.8% | |
| Fidelity Real Estate Index Mutual Funds | Mutual Funds | — | — | $317K | 0.6% | |
| Vanguard Inst Target 2065 Mutual Funds | Mutual Funds | — | — | $25K | <0.1% |
