Marcella Flippin signed New Engen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Engen, Inc.'s EIN is 81-3509343.
Download the official 2024 Form 5500 (PDF) for New Engen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Engen, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $8.7M | 74.4% | |
| Impax Intl Sust Econ Inst'l Fd Registered Investment Company ** 489 Nuveen TIAA LC idx 2055 CI J Collective Trust | Common Collective Trusts | — | — | $2.4M | 20.1% | |
| Nuveen TIAA LC idx 2060 CI J Collective Trust | Common Collective Trusts | — | — | $1.9M | 16.4% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.6M | 13.3% | |
| Nuveen TIAA LC idx 2045 CI J Collective Trust | Common Collective Trusts | — | — | $1.4M | 11.9% | |
| Nuveen TIAA LC idx 2050 CI J Collective Trust | Common Collective Trusts | — | — | $1.2M | 10.7% | |
| Nuveen TIAA LC idx 2040 CI J Collective Trust | Common Collective Trusts | — | — | $740K | 6.3% | |
| Nuveen TIAA LC idx 2065 CI J Collective Trust | Common Collective Trusts | — | — | $727K | 6.2% | |
| Nuveen TIAA LC idx 2035 CI J Collective Trust | Common Collective Trusts | — | — | $321K | 2.7% | |
| Fidelity Glb ex US Index Fd Registered Investment Company | Mutual Funds | — | — | $308K | 2.6% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Registered Investment Company | Common Collective Trusts | — | — | $134K | 1.1% | |
| Fidelity Sm Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $134K | 1.1% | |
| AB Large Cap Growth Z Fund Registered Investment Company | Common Stocks | — | — | $114K | 1.0% | |
| Fidelity Mid Cp Index Fund Registered Investment Company | Common Collective Trusts | — | — | $113K | 1.0% | |
| JP Morgan US Value R6 Fund Registered Investment Company | Common Stocks | — | — | $93K | 0.8% | |
| Calvert US LC Cr Rsp Idx R6 Fd Registered Investment Company | Common Collective Trusts | — | — | $92K | 0.8% | |
| American Funds NewWorld R6 Registered Investment Company | Mutual Funds | — | — | $69K | 0.6% | |
| Janus Hend Mult-Sec Inc N Fd Registered Investment Company | Mutual Funds | — | — | $54K | 0.5% | |
| Cohen & Steers I Realty Sh Fd Registered Investment Company | Common Stocks | — | — | $47K | 0.4% | |
| MFS Mid-Cap Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $42K | 0.4% | |
| Allspring Spec M Cap Value R6 Registered Investment Company | Common Stocks | — | — | $37K | 0.3% | |
| Vanguard Fed Money Mrkt Inv Fd Registered Investment Company | Mutual Funds | — | — | $27K | 0.2% | |
| American Funds NewPrsp R6 Fnd Registered Investment Company | Mutual Funds | — | — | $23K | 0.2% | |
| maturing through January 2029 - | Other securities | — | — | $20K | 0.2% | |
| Janus Henderson Venture I Fund Registered Investment Company | Mutual Funds | — | — | $12K | 0.1% | |
| Voya Intermediate Bond R6 Fund Registered Investment Company | Common Stocks | — | — | $9K | <0.1% | |
| (E) | Other securities | — | — | $9K | <0.1% | |
| Nuveen TIAA LC idx 2030 CI J Collective Trust | Common Collective Trusts | — | — | $9K | <0.1% | |
| Undisc Mgrs Behav Value R6 Fd Registered Investment Company | Common Stocks | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
