National Kidney Partners, LLP's EIN is 59-3068073.
Download the official 2024 Form 5500 (PDF) for National Kidney Partners, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Kidney Partners, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $5K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORDKEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Equity and Income Fund Registered Investment Company | Mutual Funds | — | — | $5.7M | 23.4% | |
| Victory NASDAQ-100 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $4.8M | 19.6% | |
| GALLIARD STABLE RETURN F AND C WELLS FARGO MUTUAL FUNDS · EIN 59-3068073 / PN 001 | Common Collective Trust | — | — | $1.8M | 7.3% | |
| Self-directed brokerage accounts - Charles Interest-Bearing Cash, Cash Schwab & Co., Inc. Equivalents, Common Stock, Unit Investment Trusts | Self-Directed Brokerage | — | — | $1.8M | 7.2% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.7M | 6.8% | |
| DFA U.S. Small Cap Growth Fund Registered Investment Company | Mutual Funds | — | — | $1.1M | 4.5% | |
| American Funds New Perspective Fund Registered Investment Company | Mutual Funds | — | — | $1.1M | 4.4% | |
| Fidelity Growth Strategies Fund Registered Investment Company | Mutual Funds | — | — | $617K | 2.5% | |
| Nuveen Lifecycle Index 2045 Fund Registered Investment Company | Mutual Funds | — | — | $578K | 2.4% | |
| American Funds Income Fund of America Fund Registered Investment Company | Mutual Funds | — | — | $567K | 2.3% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $556K | 2.3% | |
| American Funds New World Fund Registered Investment Company | Mutual Funds | — | — | $424K | 1.7% | |
| Nuveen Lifecycle Index Retirement Income Fund Registered Investment Company 393 Vaneck CM Commodity Index Fund Registered Investment Company | Common Collective Trusts | — | — | $319K | 1.3% | |
| DFA U.S. Targeted Value Fund Registered Investment Company | Mutual Funds | — | — | $308K | 1.3% | |
| DFA Real Estate Securities Fund Registered Investment Company 8 DFA U.S. Vector Equity Fund Registered Investment Company | Mutual Funds | — | — | $302K | 1.2% | |
| MFS Emerging Markets Debt Fund Registered Investment Company | Mutual Funds | — | — | $262K | 1.1% | |
| DFA U.S. Small Cap Fund Registered Investment Company | Mutual Funds | — | — | $239K | 1.0% | |
| Invesco Comstock Fund Registered Investment Company | Mutual Funds | — | — | $232K | 0.9% | |
| DFA International Value Fund Registered Investment Company | Mutual Funds | — | — | $197K | 0.8% | |
| Nuveen Lifecycle Index 2050 Fund Registered Investment Company 947 Nuveen Lifecycle Index 2055 Fund Registered Investment Company | Mutual Funds | — | — | $156K | 0.6% | |
| Nuveen Lifecycle Index 2035 Fund Registered Investment Company | Mutual Funds | — | — | $115K | 0.5% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $90K | 0.4% | |
| Nuveen Lifecycle Index 2030 Fund Registered Investment Company | Mutual Funds | — | — | $78K | 0.3% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $77K | 0.3% | |
| Participant Loans Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $66K | 0.3% | |
| American Funds American High Income Fund Registered Investment Company | Mutual Funds | — | — | $43K | 0.2% | |
| Nuveen Lifecycle Index 2040 Fund Registered Investment Company | Mutual Funds | — | — | $41K | 0.2% | |
| Nuveen Lifecycle Index 2025 Fund Registered Investment Company | Mutual Funds | — | — | $37K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund Registered Investment Company | Mutual Funds | — | — | $18K | <0.1% | |
| Ishares Short-Term Tips Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $10K | <0.1% | |
| EI Fixed Account Stable value | Stable Value | — | — | $9K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund Registered Investment Company | Mutual Funds | — | — | $9K | <0.1% | |
| DFA International Large Cap Growth Fund Registered Investment Company | Mutual Funds | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index 2020 Fund Registered Investment Company | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds Bond Fund of America Fund Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% |
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 |
|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADV | $48K | — |
