Maryjo Obrien signed NV5, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NV5, Inc.'s EIN is 80-0548043.
Download the official 2024 Form 5500 (PDF) for NV5, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NV5, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $340K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $150K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $85.9M | 18.5% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $50.8M | 10.9% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund - | Mutual Funds | — | — | $26.6M | 5.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $24.3M | 5.2% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund - | Mutual Funds | — | — | $22.1M | 4.8% | |
| Institutional Premium Class Dodge & Cox Dodge & Cox Stock Fund - Class I | Mutual Funds | — | — | $18.8M | 4.1% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund - | Mutual Funds | — | — | $18.3M | 3.9% | |
| Institutional Premium Class Fidelity Investments Fidelity Freedom Index 2050 Fund - | Mutual Funds | — | — | $16.4M | 3.5% | |
| Institutional Premium Class Fidelity Investments Fidelity Freedom Index 2035 Fund - | Mutual Funds | — | — | $15.5M | 3.3% | |
| Institutional Premium Class Columbia Threadneedle Columbia Global Technology Growth Fund - | Other securities | — | — | $11.5M | 2.5% | |
| Institutional 3 Class Fidelity Investments Fidelity Freedom Index 2025 Fund - | Mutual Funds | — | — | $11.1M | 2.4% | |
| Institutional Premium Class Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $11.0M | 2.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $10.3M | 2.2% | |
| Victory Capital Victory Core Plus Intermediate Bond Fund, | Other securities | — | — | $9.6M | 2.1% | |
| Class R6 BlackRock Mid-Cap Growth Equity Fund - Class | Other securities | — | — | $9.6M | 2.1% | |
| K Victory Capital Victory Sycamore Established Value Fund - | Other securities | — | — | $9.5M | 2.1% | |
| Class R6 Fidelity Investments Fidelity Freedom Index 2020 Fund - | Mutual Funds | — | — | $9.5M | 2.0% | |
| Institutional Premium Class American Funds American Funds EuroPacific Growth Fund - | Mutual Funds | — | — | $7.9M | 1.7% | |
| Class R6 Dodge & Cox Dodge & Cox International Stock Fund - Class I | Mutual Funds | — | — | $7.6M | 1.6% | |
| Franklin Templeton Investments Franklin Small Cap Growth Fund - Class R6 | Mutual Funds | — | — | $7.4M | 1.6% | |
| Brown Advisory Funds Brown Advisory Sustainable Growth Fund - | Other securities | — | — | $6.9M | 1.5% | |
| Institutional Class Vanguard Small Cap Value Index Fund - | Common Collective Trusts | — | — | $6.2M | 1.3% | |
| Admiral Class Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $6.0M | 1.3% | |
| Fidelity Investments Fidelity Freedom Index Inc Fund - Institutional | Mutual Funds | — | — | $5.4M | 1.2% | |
| Premium Class Fidelity Investments Fidelity Freedom Index 2060 Fund - | Mutual Funds | — | — | $4.2M | 0.9% | |
| Institutional Premium Class Vanguard Real Estate Index Fund - Admiral | Common Collective Trusts | — | — | $4.2M | 0.9% | |
| Class GQG Partners LLC GQG Partners Emerging Markets Equity Fund | Other securities | — | — | $3.9M | 0.8% | |
| Institutional Class Vanguard Inflation Protected Securities Fund - | Mutual Funds | — | — | $3.4M | 0.7% | |
| Participant Loans Interest rates range from 3.50% to 9.50% | Bonds / Notes | — | — | $3.0M | 0.6% | |
| Admiral Class Fidelity Investments Fidelity Freedom Index 2065 Fund - | Mutual Funds | — | — | $2.9M | 0.6% | |
| Institutional Premium Class Vanguard Health Care Fund - Investor Class | Mutual Funds | — | — | $2.1M | 0.5% | |
| AllianceBernstein AB Global Bond Fund - Class Z | Other securities | — | — | $1.4M | 0.3% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $431 | <0.1% |
