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Original filing (PDF)20240617141935NAL0001587473001
NATHAN ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
NATHAN ASSOCIATES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
21 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATHAN ASSOCIATES, INC..
Plan sponsor
Name
NATHAN ASSOCIATES, INC.
EIN
53-0181887
Address
1777 N. KENT STREET · SUITE 1400 · ARLINGTON, VA · 22209
Phone
(703) 516-7703
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-08-15
Filed
2024-06-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $67K | — |
Investments
21 pooled funds· $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.
| Investment | Type | Current value | % 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 | — |