Christopher Luera signed Northeast Sales Distributing, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northeast Sales Distributing, Inc.'s EIN is 58-0680056.
Download the official 2023 Form 5500 (PDF) for Northeast Sales Distributing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Northeast Sales Distributing, Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.3M | 91.2% | |
| American Funds Growth Fnd R6 Mutual Fund N/A | Mutual Funds | — | — | $2.7M | 20.0% | |
| JPMorgan Equity Income Fund R6 Mutual Fund N/A | Other securities | — | — | $1.3M | 9.4% | |
| Voya Fixed Account (4450) Guaranteed Investment Contract N/A | Stable Value | — | — | $963K | 7.1% | |
| American Funds Cap Wld G&I R6 Registered Investment Company | Mutual Funds | — | — | $954K | 7.1% | |
| American Funds CapWld G&I R6 Mutual Fund N/A | Mutual Funds | — | — | $954K | 7.1% | |
| Vangrd Trgt Retire 2045 Fd Inv Mutual Fund N/A | Other securities | — | — | $951K | 7.0% | |
| ClrBrg Mid Cap Fund IS Mutual Fund N/A | Other securities | — | — | $897K | 6.6% | |
| Vangrd Trgt Retire 2035 Fd Inv Mutual Fund N/A | Other securities | — | — | $779K | 5.8% | |
| Voya Mid Cap Opport Port R6 Mutual Fund N/A | Other securities | — | — | $752K | 5.6% | |
| Vangrd Trgt Retire 2055 Fd Inv Mutual Fund N/A | Other securities | — | — | $676K | 5.0% | |
| Eaton Vance Inc Fd of Bstn R6 Mutual Fund N/A | Common Stocks | — | — | $528K | 3.9% | |
| Inv Opp Intl Growth R6 Mutual Fund N/A 57 Inv Opp Main Street Fd R6 Mutual Fund N/A | Other securities | — | — | $411K | 3.0% | |
| Vangrd Small-Cap Index Fnd Adm Mutual Fund N/A | Other securities | — | — | $300K | 2.2% | |
| Vangrd Trgt Retire 2060 Fd Inv Mutual Fund N/A | Other securities | — | — | $295K | 2.2% | |
| Vangrd Trgt Retire 2025 Fd Inv Mutual Fund N/A | Other securities | — | — | $293K | 2.2% | |
| Vangrd Trgt Retire 2065 Fd Inv Mutual Fund N/A | Other securities | — | — | $264K | 2.0% | |
| American Funds Income Fnd R6 Mutual Fund N/A | Mutual Funds | — | — | $260K | 1.9% | |
| Voya Intermediate Bond Fund R6 Mutual Fund N/A | Other securities | — | — | $254K | 1.9% | |
| 10.50% - | Bonds / Notes | — | — | $231K | 1.7% | |
| Participant Loan Rates 5.25%-10.50% | Bonds / Notes | — | — | $231K | 1.7% | |
| Vangrd Trgt Retire 2040 Fd Inv Mutual Fund N/A | Other securities | — | — | $200K | 1.5% | |
| Vangrd Trgt Retire 2050 Fd Inv Mutual Fund N/A | Other securities | — | — | $141K | 1.0% | |
| ClrBrg SmCp Grw Fd IS Mutual Fund N/A - DFA Intl Value Portfolio Ins Mutual Fund N/A | Mutual Funds | — | — | $132K | 1.0% | |
| Vangrd Trgt Retire 2030 Fd Inv Mutual Fund N/A | Other securities | — | — | $124K | 0.9% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund N/A | Other securities | — | — | $99K | 0.7% | |
| Vangrd Trgt Retire Inc Fd Inv Mutual Fund N/A | Common Stocks | — | — | $18K | 0.1% | |
| Vangrd Trgt Retire 2070 Fd Inv Mutual Fund N/A | Other securities | — | — | $8K | <0.1% | |
| DFA US Targeted VI Port Ins Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| Accountants Opinion 3a Unmodified 3b DOL Regulation | Other securities | — | — | $3K | <0.1% | |
| VANGRD TRGT RETIREMENT FUNDS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
