Sarah McMillian signed The Nabholz Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Nabholz Group, Inc.'s EIN is 71-0833356.
Download the official 2024 Form 5500 (PDF) for The Nabholz Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Nabholz Group, Inc.'s plan includes profit-sharing, a 401(k) feature, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $114K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS INC. | 71-0641478 |
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 Growth Index Fund | Common Collective Trusts | — | — | $29.6M | 19.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $26.0M | 16.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $22.7M | 14.6% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $16.6M | 10.7% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $14.1M | 9.1% | |
| Goldman Sachs Short Duration Government Fund | Other securities | — | — | $8.9M | 5.8% | |
| Transamerica Life Insurance Company Guaranteed Investment Option | Common Stocks | — | — | $8.1M | 5.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $7.4M | 4.8% | |
| American Funds New World Fund | Mutual Funds | — | — | $7.3M | 4.7% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $6.7M | 4.3% | |
| Transamerica Retirement Solutions, LLC (Transamerica) RetireOnTrack 2030 Fund | Other securities | — | — | $4.7M | 3.0% | |
| Transamerica RetireOnTrack 2040 Fund | Other securities | — | — | $4.1M | 2.6% | |
| Transamerica RetireOnTrack 2035 Fund | Other securities | — | — | $3.4M | 2.2% | |
| Vanguard Long-Term Treasury Fund | Mutual Funds | — | — | $3.4M | 2.2% | |
| Transamerica RetireOnTrack 2045 Fund | Other securities | — | — | $2.9M | 1.9% | |
| Transamerica RetireOnTrack 2050 Fund | Other securities | — | — | $2.4M | 1.6% | |
| Transamerica RetireOnTrack 2060 Fund | Other securities | — | — | $1.9M | 1.2% | |
| Transamerica RetireOnTrack 2055 Fund | Other securities | — | — | $1.6M | 1.0% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| Vanguard Materials Index Fund | Common Collective Trusts | — | — | $973K | 0.6% | |
| Transamerica RetireOnTrack 2065 Fund | Other securities | — | — | $876K | 0.6% | |
| Transamerica RetireOnTrack 2025 Fund | Other securities | — | — | $823K | 0.5% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $767K | 0.5% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $714K | 0.5% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $603K | 0.4% | |
| State Street US Government Money Market Fund | Cash / Money Market | — | — | $59K | <0.1% | |
| Transamerica RetireOnTrack 2015 Fund | Other securities | — | — | $54K | <0.1% | |
| Transamerica RetireOnTrack 2020 Fund | Other securities | — | — | $38K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $206K |
| — |
