Jennifer Brown signed Native Energy & Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Native Energy & Technology, Inc.'s EIN is 74-2890367.
Download the official 2024 Form 5500 (PDF) for Native Energy & Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Native Energy & Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT | — | BEAVERTON, OR | CUSTODIAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILL COUNTRY GROUP | — | BOERNE, TX | BROKER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AdvisorTrust, Inc. Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $455K | 12.8% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $428K | 12.0% | |
| Nuveen Lifecycle Index Retirement Income R6 | Mutual Funds | — | — | $386K | 10.9% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $341K | 9.6% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $289K | 8.2% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $277K | 7.8% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $240K | 6.8% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $176K | 4.9% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $155K | 4.4% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $124K | 3.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $121K | 3.4% | |
| PIMCO Income Institutional ** 946 Fidelity Inflation-Protected Bond Index ** 467 Fidelity Advisor Small-Cap Value Z ** 11 Participant loans * Interest rates ranging from 4.25% to 10.50% | Mutual Funds | — | — | $111K | 3.1% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $92K | 2.6% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $87K | 2.4% | |
| Vanguard Dividend Appreciation Index Admiral | Mutual Funds | — | — | $82K | 2.3% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $53K | 1.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $38K | 1.1% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $34K | 1.0% | |
| Schwab Bank Savings | Mutual Funds | — | — | $25K | 0.7% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $23K | 0.6% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity Multi-Asset Index | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT, LLC | — | WATKINSVILLE, GA | MONEY MANAGER | $4K | — |
