TONI WYNN signed Newfields Companies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newfields Companies, LLC's EIN is 58-2585034.
Download the official 2024 Form 5500 (PDF) for Newfields Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newfields Companies, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $83K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * FID 500 INDEX Mutual Fund | Mutual Funds | — | — | $10.9M | 18.0% | |
| AF GRTH FUND AMER R6 Mutual Fund | Other securities | — | — | $4.7M | 7.8% | |
| MFS VALUE R4 Mutual Fund | Mutual Funds | — | — | $3.4M | 5.7% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $3.2M | 5.3% | |
| MFS INTL INTR VAL R4 Mutual Fund | Mutual Funds | — | — | $2.6M | 4.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 4.2% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $2.5M | 4.2% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $2.2M | 3.7% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $2.2M | 3.6% | |
| AF BALANCED R6 Mutual Fund | Other securities | — | — | $2.0M | 3.3% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $1.9M | 3.2% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $1.6M | 2.7% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $1.6M | 2.7% | |
| AF NEW PERSPECT R6 Mutual Fund | Other securities | — | — | $1.6M | 2.7% | |
| INVS EQV EM ALLCP R5 Mutual Fund | Other securities | — | — | $1.6M | 2.7% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $1.6M | 2.6% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $1.6M | 2.6% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $1.3M | 2.2% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.3M | 2.1% | |
| FID GROWTH STRAT K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| VRTS NFJ MC VAL IS Mutual Fund | Other securities | — | — | $1.2M | 1.9% | |
| BLKRK HI YLD INST Mutual Fund | Other securities | — | — | $1.1M | 1.9% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $920K | 1.5% | |
| J H VENTURE T Mutual Fund | Other securities | — | — | $802K | 1.3% | |
| BLKRK INFL PROTEC IS Mutual Fund | Other securities | — | — | $710K | 1.2% | |
| JPM SM CAP VALUE I Mutual Fund | Other securities | — | — | $560K | 0.9% | |
| AF CAP INC BLDR R6 Mutual Fund | Common Stocks | — | — | $553K | 0.9% | |
| C&S INST REALTY SHS Mutual Fund | Common Stocks | — | — | $533K | 0.9% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $473K | 0.8% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $437K | 0.7% | |
| LOOMIS BOND INST Mutual Fund | Other securities | — | — | $428K | 0.7% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $345K | 0.6% | |
| Notes receivable from participants Notes Receivable with interest rates of 4.25% to 9.25% | Bonds / Notes | — | — | $309K | 0.5% | |
| AC LARGE CAP EQ R6 Mutual Fund | Other securities | — | — | $283K | 0.5% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $264K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $14K |
| — |
