Nations Roof LLC's EIN is 75-3161782.
Download the official 2024 Form 5500 (PDF) for Nations Roof LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nations Roof LLC'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 |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | NONE | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $48K | — |
| CHARLES SCHWAB BANK | 82-3967259 |
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 Funds Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.0M | 14.3% | |
| Vanguard Funds Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.0M | 14.3% | |
| Vanguard Funds Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.4M | 11.5% | |
| Vanguard Funds Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.2M | 10.6% | |
| Vanguard Funds Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.1M | 10.1% | |
| Vanguard Funds Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.0M | 9.5% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $952K | 4.5% | |
| Vanguard Funds Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $710K | 3.3% | |
| NORTHERN TRUST COLLECTIVE S&P 500 I NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $640K | 3.0% | |
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $516K | 2.4% | |
| Vanguard Funds Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $499K | 2.4% | |
| MFS LARGE CAP VALUE CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $379K | 1.8% | |
| Vanguard Funds Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $327K | 1.5% | |
| BlackRock Funds Blackrock Total Return FD CL K | Other securities | — | — | $320K | 1.5% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $319K | 1.5% | |
| American Beacon Funds American Beacon Small Cap Value (R6) | Mutual Funds | — | — | $301K | 1.4% | |
| Loomis Sayles Funds II Loomis Sayles Small Cap Growth Fund CL N | Other securities | — | — | $225K | 1.1% | |
| NORTHERN TRUST COLLECTIVE AGGREGATE NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $163K | 0.8% | |
| MFS MID CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $141K | 0.7% | |
| MFS MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $137K | 0.6% | |
| Northern Trust Investments, Inc. NT CIT ACWI EX-US IMI DC NL T4 | Common Collective Trusts | — | — | $118K | 0.6% | |
| NORTHERN TRUST COLLECTIVE ALL COUNT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $118K | 0.6% | |
| Northern Trust Investments, Inc. NT CIT Extnd Mkt Index DC NL T4 | Common Collective Trusts | — | — | $114K | 0.5% | |
| NORTHERN TRUST COLLECTIVE EXTENDED NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $114K | 0.5% | |
| Vanguard Funds Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $106K | 0.5% | |
| Vanguard Funds Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $99K | 0.5% | |
| Vanguard Funds Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $87K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $8K |
| — |
