Michael Brooding signed NUNA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NUNA, Inc.'s EIN is 80-0570221.
Download the official 2024 Form 5500 (PDF) for NUNA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NUNA, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERBER KAWASAKI, INC. | 27-2274173 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $4.2M | 16.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.7M | 14.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.2M | 12.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.0M | 11.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.6M | 10.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.4M | 5.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $953K | 3.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $944K | 3.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $650K | 2.5% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $612K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $432K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $415K | 1.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $342K | 1.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $241K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $224K | 0.9% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $218K | 0.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $214K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $200K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $193K | 0.8% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $182K | 0.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $86K | 0.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $54K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $21K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.