Grant Sutton signed National Beef Packing Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Beef Packing Company, LLC's EIN is 48-1129505.
Download the official 2024 Form 5500 (PDF) for National Beef Packing Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Beef Packing Company, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $128K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Large Cap Growth Mutual fund | Other securities | — | — | $20.8M | 15.9% | |
| Fidelity FDM Index 2025 Mutual fund | Mutual Funds | — | — | $10.7M | 8.2% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $9.7M | 7.4% | |
| Fidelity FDM Index 2035 Mutual fund | Mutual Funds | — | — | $9.4M | 7.2% | |
| Fidelity FDM Index 2030 Mutual fund | Mutual Funds | — | — | $8.4M | 6.4% | |
| Fidelity FDM Index Inc Mutual fund | Mutual Funds | — | — | $6.9M | 5.3% | |
| Fidelity FDM Index 2045 Mutual fund | Mutual Funds | — | — | $6.7M | 5.1% | |
| JPMorgan Mid Cap Growth Mutual fund | Other securities | — | — | $5.6M | 4.3% | |
| Fidelity Managed Income Portfolio II Common collective trust | Common Collective Trusts | — | — | $5.6M | 4.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.6M | 4.3% | |
| Fidelity FDM Index 2050 Mutual fund | Mutual Funds | — | — | $5.1M | 3.9% | |
| Fidelity FDM Index 2040 Mutual fund | Mutual Funds | — | — | $5.0M | 3.8% | |
| Vangaurd Total International Stock Mutual fund | Other securities | — | — | $4.8M | 3.6% | |
| Putnam Large Cap Mutual fund | Mutual Funds | — | — | $4.0M | 3.1% | |
| Fidelity FDM Index 2055 Mutual fund | Mutual Funds | — | — | $4.0M | 3.0% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $3.9M | 3.0% | |
| BlackRock Total Return Mutual fund | Other securities | — | — | $3.6M | 2.7% | |
| MFS Mid Cap Value Mutual fund | Mutual Funds | — | — | $2.8M | 2.1% | |
| Vanguard Total Bond Market Mutual fund | Mutual Funds | — | — | $2.5M | 1.9% | |
| Fidelity FDM Index 2060 Mutual fund | Mutual Funds | — | — | $2.3M | 1.8% | |
| Fidelity FDM Index 2020 Mutual fund | Mutual Funds | — | — | $1.9M | 1.4% | |
| American Fund New World Mutual fund | Other securities | — | — | $1.2M | 0.9% | |
| Putnam Small Cap Mutual fund | Mutual Funds | — | — | $1.1M | 0.8% | |
| ABF Small Cap Value Mutual fund | Other securities | — | — | $961K | 0.7% | |
| Fidelity Gov't Money Market Money market fund | Mutual Funds | — | — | $851K | 0.7% | |
| Fidelity FDM Index 2065 Mutual fund | Mutual Funds | — | — | $769K | 0.6% | |
| Vangaurd Total Stock Market Mutual fund | Other securities | — | — | $674K | 0.5% | |
| Fidelity FDM Index 2015 Mutual fund | Mutual Funds | — | — | $402K | 0.3% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $317K | 0.2% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $314K | 0.2% | |
| Vanguard International Growth Mutual fund | Mutual Funds | — | — | $305K | 0.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $230K | 0.2% | |
| Fidelity FDM Index 2010 Mutual fund | Mutual Funds | — | — | $188K | 0.1% | |
| PGIM High Yield Mutual fund | Other securities | — | — | $61K | <0.1% | |
| Self-directed brokerage Mutual funds and common stock | Self-Directed Brokerage | — | — | $4K | <0.1% | |
| Fidelity FDM Index 2070 Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
