Monte Malhotra signed TIPP Distributors, Inc. DBA Novamex's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TIPP Distributors, Inc. DBA Novamex's EIN is 74-2444846.
Download the official 2024 Form 5500 (PDF) for TIPP Distributors, Inc. DBA Novamex from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TIPP Distributors, Inc. DBA Novamex'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOMENTA, INC. | 22-2000222 | SANTA CLARA, CA | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS IND MOD 2035 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $10.7M | 32.0% | |
| MY COMPASS IND MOD RET FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $5.3M | 15.8% | |
| MYCOMPASS IND MOD 2045 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $4.2M | 12.5% | |
| Voya Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $2.3M | 6.8% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | — | $1.7M | 5.0% | |
| MYCOMPASS IND MOD 2055 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $1.7M | 5.0% | |
| LARGE CAP VAL FD FEE CL R1 VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| Large Cap Value Fund R1 Collective Investment Trust | Common Collective Trusts | — | — | $874K | 2.6% | |
| LRG CP GROWTH FND R1 VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $874K | 2.6% | |
| VANGRD GROWTH INDEX FUND ADM VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $863K | 2.6% | |
| Notes receivable from participants Bearing interest at 4.25%-10.5% - | Bonds / Notes | — | — | $779K | 2.3% | |
| Late/Missed Year Contributions Loan Repayments Total 2024 | Other securities | — | $86K | $707K | 2.1% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $641K | 1.9% | |
| VANGRD VALUE INDEX FUND ADM VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $580K | 1.7% | |
| CORE BOND FUND R1 VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $574K | 1.7% | |
| SMALL CAP GROWTH FUND R1 VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $510K | 1.5% | |
| VANGRD MID-CAP VI INDX FUND ADM VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $448K | 1.3% | |
| American Funds Infl Linked Bd Fd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $385K | 1.2% | |
| AMERICAN FUNDS INF LNK BD R6 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $385K | 1.2% | |
| MYCOMPASS IND AGG 2045 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $368K | 1.1% | |
| INTERNATIONAL STOCK FUND R1 VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $352K | 1.1% | |
| BLACKROCK MID-CAP GRW EQ POR K VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $276K | 0.8% | |
| MFS INTERNATIONAL GRW FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $209K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $191K | 0.6% | |
| VANGRD SM0CAP VI INDEX FND ADM VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $147K | 0.4% | |
| COHEN&STEERS REAL EST S FD Z VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $144K | 0.4% | |
| LORD ABBETT HIGH YIELD FD R6 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $142K | 0.4% | |
| Vanguard Tot Intl Bnd Ind Fd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $112K | 0.3% | |
| VANGRD TOT INT BOND IN F ADM VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $112K | 0.3% | |
| VANGRD SM-CAP GRW INDEX FD ADM VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $93K | 0.3% | |
| SMALL CAP VALUE FUND R1 VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $72K | 0.2% | |
| MYCOMPASS IND AGG 2035 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $64K | 0.2% | |
| MYCOMPASS IND MOD 2065 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $60K | 0.2% | |
| MYCOMPASS IND AGG 2055 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $53K | 0.2% | |
| MYCOMPASS IND CNS RET FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $50K | 0.2% | |
| MYCOMPASS IND CNS 2035 F R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $38K | 0.1% | |
| DFA COMMODITY STRATEGY PRT INS VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.1% | |
| MYCOMPASS IND CNS 2045 F R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $29K | <0.1% | |
| MYCOMPASS IND CNS 2055 F R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $15K | <0.1% | |
| MYCOMPASS IND AGG 2065 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $13K | <0.1% | |
| MYCOMPASS IND AGG RET FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $8K | <0.1% | |
| VOYA GV MNY MKT F. A.(HLD ACCT) VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $51 | <0.1% | |
| MYCOMPASS IND MOD 2025 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS IND CNS 2025 F R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS IND AGG 2025 FD R VOYA · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
