Jimmy Mangold signed National Bankruptcy Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Bankruptcy Services, LLC's EIN is 75-2851685.
Download the official 2024 Form 5500 (PDF) for National Bankruptcy Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Bankruptcy Services, LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2050 R6 | Other securities | — | $643K | $812K | 17.3% | |
| AF TRGT DATE 2040 R6 | Other securities | — | $569K | $704K | 15.0% | |
| AF TRGT DATE 2045 R6 | Other securities | — | $486K | $615K | 13.1% | |
| AF TRGT DATE 2035 R6 | Other securities | — | $506K | $596K | 12.7% | |
| FID 500 INDEX | Common Collective Trusts | — | $296K | $479K | 10.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $225K | 4.8% | |
| AF TRGT DATE 2055 R6 | Other securities | — | $144K | $180K | 3.8% | |
| AF TRGT DATE 2030 R6 | Other securities | — | $157K | $176K | 3.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $122K | $131K | 2.8% | |
| FID INTL INDEX | Mutual Funds | — | $108K | $122K | 2.6% | |
| MFS GROWTH R6 | Mutual Funds | — | $94K | $114K | 2.4% | |
| AF TRGT DATE 2060 R6 | Other securities | — | $94K | $111K | 2.4% | |
| FID US BOND IDX | Common Collective Trusts | — | $107K | $97K | 2.1% | |
| TRP MID CAP GROWTH I | Other securities | — | $72K | $76K | 1.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | $43K | $60K | 1.3% | |
| AF TRGT DATE 2025 R6 | Other securities | — | $52K | $57K | 1.2% | |
| FID SM CAP IDX | Common Collective Trusts | — | $40K | $49K | 1.0% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $19K | $22K | 0.5% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | $17K | $19K | 0.4% | |
| AF TRGT DATE 2010 R6 | Other securities | — | $13K | $14K | 0.3% | |
| VANG EQUITY INC ADM | Common Stocks | — | $13K | $13K | 0.3% | |
| AF BOND FD AMER R5 | Other securities | — | $10K | $10K | 0.2% | |
| OAKMARK INTL INST | Other securities | — | $10K | $9K | 0.2% | |
| AF TRGT DATE 2065 R6 | Other securities | — | $7K | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
