Tommy Horst signed Newcomb & Boyd's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newcomb & Boyd's EIN is 58-0876245.
Download the official 2024 Form 5500 (PDF) for Newcomb & Boyd from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newcomb & Boyd's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $60K | — |
| ERISA SERVICES OF GEORGIA, LLC | 83-4452620 | — | RECORDKEEPER | $5K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| ROCKEFELLER CAPITAL MANAGEMENT INS | 82-4926179 | — | INVESTMENT ADVISORY-PLAN | $78K | — |