Richard Ellenburg signed Nederman Holding USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nederman Holding USA, Inc.'s EIN is 80-0699546.
Download the official 2024 Form 5500 (PDF) for Nederman Holding USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nederman Holding USA, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | CUSTODIAN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS | 56-2263714 | — | RECORDKEEPER | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth Fund - Investor Shares | Mutual Funds | — | — | $9.1M | 21.9% | |
| Vanguard 500 Index Fund - Admiral Shares | Common Collective Trusts | — | — | $8.8M | 21.0% | |
| Vanguard LifeStrategy Moderate Growth Fund - Investor Shares | Mutual Funds | — | — | $6.4M | 15.3% | |
| Vanguard LifeStrategy Conservative Growth Fund - Investor Shares | Mutual Funds | — | — | $3.5M | 8.3% | |
| THE MELLON STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $2.9M | 7.1% | |
| MFS Growth Fund CL R6 | Mutual Funds | — | — | $1.7M | 4.1% | |
| BlackRock Equity Dividend Fund - Institutional Shares | Other securities | — | — | $1.3M | 3.1% | |
| Vanguard LifeStrategy Income Fund - Investor Shares | Mutual Funds | — | — | $1.1M | 2.6% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $1.1M | 2.5% | |
| American Funds American Mutual Fund - Class R-6 | Mutual Funds | — | — | $946K | 2.3% | |
| American Funds Europacific Growth Fund Class R-5 | Mutual Funds | — | — | $715K | 1.7% | |
| SEI Institutional Managed Trust U.S. Managed Volatility Fund - Class F | Other securities | — | — | $700K | 1.7% | |
| Victory Sycamore Small Company Opportunity R6 | Common Stocks | — | — | $637K | 1.5% | |
| 1919 Socially Responsive Balanced Fund Class A | Other securities | — | — | $619K | 1.5% | |
| PIMCO Intl Bond | Mutual Funds | — | — | $571K | 1.4% | |
| American Funds New World Fund - Class R-6 | Mutual Funds | — | — | $455K | 1.1% | |
| Emerald Growth Fund - Class A | Other securities | — | — | $429K | 1.0% | |
| T. Rowe Price Overseas Stock Fund - I Class | Other securities | — | — | $291K | 0.7% | |
| Federated Hermes Institutional High Yield Bond Fund - Institutional Shares | Other securities | — | — | $191K | 0.5% | |
| Boston Trust Asset Management | Other securities | — | — | $164K | 0.4% | |
| American Funds Emerging Markets Bd R6 | Mutual Funds | — | — | $108K | 0.3% | |
| Participant Loans | Participant loans | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON POINTE INVESTMENT ADVISORY | 27-0636826 | — | INVESTMENT ADVISOR | $62K | — |
