BRAD Likens signed Nations Holding Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nations Holding Company's EIN is 48-1181732.
Download the official 2024 Form 5500 (PDF) for Nations Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nations Holding Company'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.0M | 25.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.3M | 16.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.3M | 16.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.2M | 14.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $542K | 6.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $249K | 3.1% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $233K | 2.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $177K | 2.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $155K | 1.9% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $115K | 1.4% | |
| Participants Participant Loans Rates at 4.25% to 9.50% - | Bonds / Notes | — | — | $103K | 1.3% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $97K | 1.2% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $97K | 1.2% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $90K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $75K | 0.9% | |
| Vanguard Total Bond Market Index Fund 18 Vanguard Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $69K | 0.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $61K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $45K | 0.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $30K | 0.4% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $27K | 0.3% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $23K | 0.3% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $23K | 0.3% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $18K | 0.2% | |
| DFA Inflation-Protected Securities | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
