Mary Battaglia signed NAVY Mutual Aid Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NAVY Mutual Aid Association's EIN is 53-0116720.
Download the official 2024 Form 5500 (PDF) for NAVY Mutual Aid Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NAVY Mutual Aid Association'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Funds SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $2.8M | 15.2% | |
| Fidelity Investments FIDELITY FRDM IDX 2050 INS PRE | Registered Investment Companies | — | — | $2.1M | 11.4% | |
| Fidelity Investments FIDELITY FRDM IDX 2040 INS PRE | Registered Investment Companies | — | — | $1.9M | 10.0% | |
| Fidelity Investments FIDELITY FRDM IDX 2010 INS PRE ** 173 Registered Investment Company Fidelity Investments FIDELITY FRDM IDX 2020 INS PRE | Registered Investment Companies | — | — | $1.8M | 9.4% | |
| Fidelity Investments FIDELITY FRDM IDX 2055 INS PRE | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2045 INS PRE | Registered Investment Companies | — | — | $1.3M | 6.7% | |
| Fidelity Investments FIDELITY FRDM IDX 2030 INS PRE | Registered Investment Companies | — | — | $1.3M | 6.7% | |
| The American Funds AM FDS GRTH FD OF AM R6 FUND | Registered Investment Companies | — | — | $693K | 3.7% | |
| Fidelity Investments FIDELITY FRDM IDX 2060 INS PRE | Registered Investment Companies | — | — | $639K | 3.4% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Registered Investment Companies | — | — | $515K | 2.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $497K | 2.7% | |
| Pioneer Bond K Fund | Registered Investment Companies | — | — | $436K | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $322K | 1.7% | |
| Range of Interest Rates * Participant Loans Rates Range from 3.25% to 8.50% $0 | Bonds / Notes | — | — | $273K | 1.5% | |
| Fidelity Investments FIDELITY FRDM IDX 2025 INS PRE | Registered Investment Companies | — | — | $221K | 1.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $141K | 0.8% | |
| Fidelity Investments FIDELITY SM CAP INDEX FUND | Registered Investment Companies | — | — | $135K | 0.7% | |
| Vanguard Group VANGUARD VALUE INDEX ADM FUND | Registered Investment Companies | — | — | $133K | 0.7% | |
| Vanguard Group VANGUARD RE INDEX ADM FUND | Registered Investment Companies | — | — | $114K | 0.6% | |
| Fidelity Investments FIDELITY FRDM IDX 2035 INS PRE | Registered Investment Companies | — | — | $109K | 0.6% | |
| Blackrock iSHARES MSCI FAFE INT IDX K FD | Registered Investment Companies | — | — | $61K | 0.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2065 INS PRE | Registered Investment Companies | — | — | $51K | 0.3% | |
| (E) | Other securities | — | $26K | $51K | 0.3% | |
| PGIM Investments PGIM JENNISON MD CP GTH R6 FD | Registered Investment Companies | — | — | $33K | 0.2% | |
| PIMCO Funds PIMCO RAE US SML INSTL FD | Registered Investment Companies | — | — | $27K | 0.1% | |
| Fidelity Investments FIDELITY EMERG MKT INDEX FUND | Registered Investment Companies | — | — | $26K | 0.1% | |
| State Street Global Advisors STATE STREET AG BOND INDEX K | Registered Investment Companies | — | — | $16K | <0.1% | |
| Vanguard Group VGD INFL-PROT SEC ADM FUND | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
