Roslind Urrutia signed Minturn NUT Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Minturn NUT Co., Inc.'s EIN is 77-0437665.
Download the official 2024 Form 5500 (PDF) for Minturn NUT Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Minturn NUT Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | DRESHER, PA | RECORDKEEPER | $14K | — |
| HICKS PENSION SERVICES | 94-2158860 | FRESNO, CA | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWATER ADVISORY GROUP |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TRGT DATE RET 2030 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $1.3M | 21.2% | |
| AMERICAN FUNDS TRGT DATE RET 2035 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $1.2M | 19.4% | |
| Vanguard Federal Money Market Registered Investment Company N/A | Mutual Funds | — | — | $779K | 12.9% | |
| VANGUARD 500 INDEX ADM VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $504K | 8.4% | |
| AMERICAN FUNDS TRGT DATE RET 2015 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $444K | 7.4% | |
| AMERICAN FUNDS TRGT DATE RET 2050 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $320K | 5.3% | |
| VANGUARD MID CAP INDEX ADM VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $219K | 3.6% | |
| AMERICAN FUNDS TRGT DATE RET 2045 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $186K | 3.1% | |
| Participant Loans - Interest rates at 5.50% to 10.50% | Bonds / Notes | — | — | $159K | 2.6% | |
| AMERICAN FUNDS TRGT DATE RET 2060 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $151K | 2.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $141K | 2.3% | |
| AMERICAN FUNDS TRGT DATE RET 2040 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $119K | 2.0% | |
| VANGUARD EQUITY INCOME ADM VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $114K | 1.9% | |
| AMERICAN FUNDS TRGT DATE RET 2055 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $110K | 1.8% | |
| VANGUARD SMALL-CAP GROWTH INDEX ADM VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $82K | 1.4% | |
| VANGUARD TOTAL STOCK MARKET INDEX A VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $68K | 1.1% | |
| AMERICAN FUNDS TRGT DATE RET 2020 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $48K | 0.8% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $48K | 0.8% | |
| AMERICAN FUNDS TRGT DATE RET 2025 R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $37K | 0.6% | |
| LORD ABBETT SHORT DURATION INCOME R VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $15K | 0.3% | |
| VANGUARD SMALL-CAP VALUE INDEX ADM VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| PIMCO INCOME INSTL VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $76 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 83-0769376 |
| FRESNO, CA |
| ADVISOR FEES |
| $22K |
| — |
