Cindy Shephard signed Nathan Associates, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nathan Associates, Inc.'s EIN is 53-0181887.
Download the official 2023 Form 5500 (PDF) for Nathan Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Nathan Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $67K | — |
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.
| % of plan | |||
|---|---|---|---|
| INVESCO STABLE VALUE TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | $0 | — |
| MERCER DIVERSIFIED BOND MERCER · EIN 81-3188218 / PN 009 | Common Collective Trust | $0 | — |
| MERCER INTERNATIONAL STOCK MERCER · EIN 81-3158100 / PN 010 | Common Collective Trust | $0 | — |
| MERCER LARGE CAP STOCK MERCER · EIN 81-3183567 / PN 011 | Common Collective Trust | $0 | — |
| MERCER SMALLMID CAP STOCK MERCER · EIN 81-3153346 / PN 012 | Common Collective Trust | $0 | — |
| STATE STREET GL ALL CAP EQ IDX NL A STATE STREET · EIN 90-0337987 / PN 299 | Common Collective Trust | $0 | — |
| STATE STREET REAL ASSET A STATE STREET · EIN 90-0337987 / PN 374 | Common Collective Trust | $0 | — |
| STATE STREET RUSSELL SMMD IDX NL A STATE STREET · EIN 04-0025081 / PN 453 | Common Collective Trust | $0 | — |
| STATE STREET S&P 500 INDEX NL A STATE STREET · EIN 04-0025081 / PN 097 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2020 INC NL STATE STREET · EIN 90-0337987 / PN 191 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2025 INC NL STATE STREET · EIN 90-0337987 / PN 193 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2030 INC NL STATE STREET · EIN 90-0337987 / PN 195 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2035 INC NL STATE STREET · EIN 90-0337987 / PN 197 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2040 INC NL STATE STREET · EIN 90-0337987 / PN 199 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2045 INC NL STATE STREET · EIN 90-0337987 / PN 201 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2050 INC NL STATE STREET · EIN 90-0337987 / PN 203 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2055 INC NL STATE STREET · EIN 90-0337987 / PN 321 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2060 INC NL STATE STREET · EIN 90-0337987 / PN 418 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RTMNT 2065 NL CL STATE STREET · EIN 04-0025081 / PN 000 | Common Collective Trust | $0 | — |
| STATE STREET TRGT RETMENT INC NL A STATE STREET · EIN 90-0337987 / PN 185 | Common Collective Trust | $0 | — |
| STATE STREET US BOND INDEX NL A STATE STREET · EIN 90-0337987 / PN 177 | Common Collective Trust | $0 | — |
