Chris Carley signed NES Global, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NES Global, LLC's EIN is 59-3659333.
Download the official 2024 Form 5500 (PDF) for NES Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NES Global, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $186K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $9.5M | 19.9% | |
| CLEARBRIDGE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $3.9M | 8.2% | |
| MFS LIFETIME 2035 FUND R6 | Registered Investment Companies | — | — | $3.5M | 7.3% | |
| MFS LIFETIME 2055 FUND - R6 | Registered Investment Companies | — | — | $3.1M | 6.6% | |
| MFS LIFETIME 2040FUND - R6 | Registered Investment Companies | — | — | $2.9M | 6.0% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $2.5M | 5.4% | |
| MFS LIFETIME 2050 FUND - R6 | Registered Investment Companies | — | — | $2.4M | 5.1% | |
| MFS LIFETIME 2030 FUND - R6 | Registered Investment Companies | — | — | $2.3M | 4.8% | |
| MFS LIFETIME 2045 FUND - R6 | Registered Investment Companies | — | — | $2.0M | 4.2% | |
| INVESCO MAIN ST MID CAP Y | Registered Investment Companies | — | — | $1.9M | 4.1% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $1.8M | 3.9% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| MFS LIFETIME 2025 FUND R6 | Registered Investment Companies | — | — | $1.5M | 3.1% | |
| INVESCO DISC Y | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| MFS LIFETIME INCOME FUND - R6 | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| MFS RESEARCH INTL R4 | Registered Investment Companies | — | — | $956K | 2.0% | |
| NUVEEN SMALL CAP VALUE I | Registered Investment Companies | — | — | $876K | 1.8% | |
| MFS TOTAL RETURN BOND R4 | Registered Investment Companies | — | — | $796K | 1.7% | |
| EATON VANCE INCOME BOSTON - I | Registered Investment Companies | — | — | $627K | 1.3% | |
| NUVEEN SMALL CAP VALUE OPPS I | Registered Investment Companies | — | — | $586K | 1.2% | |
| NUVEEN REAL EST SECURITIES I | Registered Investment Companies | — | — | $468K | 1.0% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $453K | 1.0% | |
| AMERCENT INFL ADJ BOND FD INV | Registered Investment Companies | — | — | $208K | 0.4% | |
| INVESCO INTL BOND Y | Registered Investment Companies | — | — | $171K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $75K |
| — |
