National Board for Certified Counselors, Inc.'s EIN is 58-2085335.
Download the official 2023 Form 5500 (PDF) for National Board for Certified Counselors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)National Board for Certified Counselors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | — | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN ADMINISTRATORS INC | 56-1763821 | GREENSBORO, NC | — | $13K | — |
| PARK AVENUE SECURITIES LLLC | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID PURITAN NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.5M | 23.4% | |
| Guaranteed Interest Account at Contract Value * Nationwide Fixed Select | Other securities | — | — | $709K | 11.4% | |
| NW FXD SEL OPTN NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $709K | 11.4% | |
| Fidelity Advisor Growth Opps | Mutual Funds | — | — | $392K | 6.3% | |
| FIDADV GR OPPR INST NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $392K | 6.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $253K | 4.1% | |
| FID 500 INDX NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $253K | 4.1% | |
| Vanguard Funds International Growth | Mutual Funds | — | — | $233K | 3.7% | |
| VNGRD INTL GR ADML NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $233K | 3.7% | |
| Delaware Ivy Mid Cap Income Opps | Other securities | — | — | $222K | 3.6% | |
| DE IVY MDCAP INC OPPR I NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $222K | 3.6% | |
| American Century Small Cap Value R6 | Other securities | — | — | $148K | 2.4% | |
| AMCENT SMCAP VAL R6 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $148K | 2.4% | |
| Goldman Sachs International Oppurtunities R6 | Other securities | — | — | $138K | 2.2% | |
| GDMNSCS GQGPTNRINT OPPR NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $138K | 2.2% | |
| ClearBridge Select Mid Cap Growth | Other securities | — | — | $135K | 2.2% | |
| LEGGM CLRBRDG SEL I NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $135K | 2.2% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $130K | 2.1% | |
| DODGECOX INST STK I NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $130K | 2.1% | |
| COL DIVD INC INST2 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $129K | 2.1% | |
| Columbia Select Dividend Income Instl | Other securities | — | — | $129K | 2.1% | |
| NW LOOMIS ALLCAP GR R6 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $127K | 2.0% | |
| Fidelity International Index | Mutual Funds | — | — | $126K | 2.0% | |
| FID INTL INDX NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $126K | 2.0% | |
| Federated Hermes Small Cap Value R6 | Other securities | — | — | $126K | 2.0% | |
| FED HRMS KAUFMAN SMCAP R6 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $126K | 2.0% | |
| Avantis US Large Cap Value | Other securities | — | — | $119K | 1.9% | |
| AVNTS US LGCAP VAL INST NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $119K | 1.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $115K | 1.8% | |
| JPM LGCAP GR R6 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $115K | 1.8% | |
| Dimensional Fund Advisors Emerging Markets Core Equity I | Mutual Funds | — | — | $108K | 1.7% | |
| DFA EMRG MKT COR EQ INST NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $108K | 1.7% | |
| JP Morgan Equity Income R5 | Other securities | — | — | $106K | 1.7% | |
| JPM EQ INC R5 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $106K | 1.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $100K | 1.6% | |
| FID US BD INDX NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $100K | 1.6% | |
| American Funds US Gov Securities | Mutual Funds | — | — | $95K | 1.5% | |
| AMFDS US GOVT SEC R6 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $95K | 1.5% | |
| Vanguard Funds Target Retirement 2040 | Mutual Funds | — | — | $92K | 1.5% | |
| VNGRD TRGT RTRMT 2040 INV NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $92K | 1.5% | |
| PARNASSUS VAL EQ INST NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $87K | 1.4% | |
| Notes receivable from participants 4.25% ‐ 9.50%, maturing through December 2028 | Bonds / Notes | — | — | $85K | 1.4% | |
| American Funds Inflation Linked Bond | Mutual Funds | — | — | $84K | 1.4% | |
| AMFDS INFL LNKD BD R6 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $84K | 1.4% | |
| Manning & Napier International Discovery | Other securities | — | — | $82K | 1.3% | |
| MNNPR RNIER INTL DISC Z NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $82K | 1.3% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $72K | 1.2% | |
| PGIM TTL RTN BD R6 NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $72K | 1.2% | |
| BlackRock High Yield Bond Port | Other securities | — | — | $71K | 1.1% | |
| BLKRK HI YLD BD PORT K NATIONWIDE FINANCIAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $71K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| — |
| $0 |
| — |
