Jessica Cofresi signed Neuberger Berman Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neuberger Berman Group LLC's EIN is 61-1591182.
Download the official 2024 Form 5500 (PDF) for Neuberger Berman Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neuberger Berman Group LLC's plan includes a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
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 | -$37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Collective investment trust | Common Collective Trusts | — | — | $500.6M | 24.3% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $500.6M | 24.3% | |
| Neuberger Berman Large Cap Value Fund Registered investment company funds | Common Stocks | — | — | $174.2M | 8.4% | |
| Neuberger Berman Genesis Fund Registered investment company funds | Common Stocks | — | — | $165.9M | 8.0% | |
| WELLINGTON GROWTH S3 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 213 | Common Collective Trust | — | — | $123.0M | 6.0% | |
| Neuberger Berman Multi Cap Opportunities Fund Registered investment company funds | Common Stocks | — | — | $99.8M | 4.8% | |
| Fidelity Investments Money Market Treasury Fund Money market fund | Mutual Funds | — | — | $99.2M | 4.8% | |
| BlackRock LifePath 2035 Fund Collective investment trust | Common Collective Trusts | — | — | $65.8M | 3.2% | |
| BTC LPTH IDX 2035 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $65.8M | 3.2% | |
| BlackRock LifePath Retirement Fund Collective investment trust | Common Collective Trusts | — | — | $63.8M | 3.1% | |
| BTC LPATH IDX RET W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $63.8M | 3.1% | |
| Fidelity Extended Market Index Fund Registered investment company funds | Common Collective Trusts | — | — | $55.7M | 2.7% | |
| BlackRock LifePath 2040 Fund Collective investment trust | Common Collective Trusts | — | — | $50.5M | 2.5% | |
| BTC LPTH IDX 2040 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $50.5M | 2.5% | |
| MFS LARGE CAP VAL 3 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $50.1M | 2.4% | |
| BlackRock LifePath 2045 Fund Collective investment trust | Common Collective Trusts | — | — | $46.9M | 2.3% | |
| BTC LPTH IDX 2045 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $46.9M | 2.3% | |
| BlackRock LifePath 2030 Fund Collective investment trust | Common Collective Trusts | — | — | $41.7M | 2.0% | |
| BTC LPTH IDX 2030 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $41.7M | 2.0% | |
| BlackRock LifePath 2050 Fund Collective investment trust | Common Collective Trusts | — | — | $41.3M | 2.0% | |
| BTC LPTH IDX 2050 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $41.3M | 2.0% | |
| Neuberger Berman Equity Income Fund Registered investment company funds | Common Stocks | — | — | $38.1M | 1.8% | |
| BlackRock LifePath 2055 Fund Collective investment trust | Common Collective Trusts | — | — | $35.7M | 1.7% | |
| BTC LPTH IDX 2055 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $35.7M | 1.7% | |
| BrokerageLink Exchange-traded funds | Other securities | — | — | $35.3M | 1.7% | |
| Neuberger Berman International Equity Fund Registered investment company funds | Common Stocks | — | — | $35.0M | 1.7% | |
| Neuberger Berman Sustainable Equity Fund Registered investment company funds | Common Stocks | — | — | $31.3M | 1.5% | |
| JPM Global Select Equity Fund Collective investment trust | Common Collective Trusts | — | — | $29.3M | 1.4% | |
| JPM GBL SEL COMM CF JPMORGAN CHASE BANK, N.A. · EIN 82-2394528 / PN 001 | Common Collective Trust | — | — | $29.3M | 1.4% | |
| BOSTON TR SM CAP RET BOSTON TRUST WALDEN COMPANY · EIN 83-6501761 / PN 001 | Common Collective Trust | — | — | $24.8M | 1.2% | |
| BlackRock LifePath 2060 Fund Collective investment trust | Common Collective Trusts | — | — | $24.4M | 1.2% | |
| BTC LPTH IDX 2060 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $24.4M | 1.2% | |
| Vanguard Institutional Total International Stock Market Index Trust Collective investment trust | Common Collective Trusts | — | — | $22.8M | 1.1% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $22.8M | 1.1% | |
| Neuberger Berman High Income Bond Fund Registered investment company funds | Common Stocks | — | — | $21.6M | 1.0% | |
| Neuberger Berman Real Estate Fund Registered investment company funds | Common Stocks | — | — | $18.4M | 0.9% | |
| BrokerageLink Registered investment company funds | Common Stocks | — | — | $18.4M | 0.9% | |
| RBC Emerging Markets Fund Registered investment company funds | Common Stocks | — | — | $16.5M | 0.8% | |
| Fidelity US Bond Index Fund Registered investment company funds | Common Collective Trusts | — | — | $16.1M | 0.8% | |
| METWEST TL RTN BD Z1 SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $13.2M | 0.6% | |
| BlackRock LifePath 2065 Fund Collective investment trust | Common Collective Trusts | — | — | $10.6M | 0.5% | |
| BTC LPTH IDX 2065 W BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $10.6M | 0.5% | |
| Neuberger Berman Strategic Income Fund Collective investment trust | Common Collective Trusts | — | — | $9.6M | 0.5% | |
| NB STR MS FX INC E NEUBERGER BERMAN TRUST COMPANY N.A. · EIN 20-4797982 / PN 008 | Common Collective Trust | — | — | $9.6M | 0.5% | |
| BrokerageLink Money market fund | Cash / Money Market | — | — | $6.9M | 0.3% | |
| BLACKROCK MSCI ACWI US INDEX FUND GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $2.6M | 0.1% | |
| Neuberger Berman Absolute Return Multi-Manager Fund Registered investment company funds | Common Stocks | — | — | $2.2M | 0.1% | |
| BrokerageLink Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| PIMCO International Bond Fund Registered investment company funds | Mutual Funds | — | — | $941K | <0.1% | |
| Blackstone Alternative Multi-Strategy Fund Registered investment company funds | Common Stocks | — | — | $491K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
