Lucas Raymond signed Newmark Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newmark Group, Inc.'s EIN is 81-4467492.
Download the official 2024 Form 5500 (PDF) for Newmark Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newmark Group, 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 | $424K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $84K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $52.0M | 18.3% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $36.6M | 12.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $30.1M | 10.6% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $30.1M | 10.6% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $23.3M | 8.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $23.3M | 8.2% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | $0 | $19.2M | 6.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $18.5M | 6.5% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $18.5M | 6.5% | |
| Vgd Ttl Intl Stk Idx Inst Fund | Common Collective Trusts | — | $0 | $12.4M | 4.4% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $10.7M | 3.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $10.3M | 3.6% | |
| Principal Guaranteed Option | Other securities | — | $0 | $10.3M | 3.6% | |
| Vgd LT Inv-Grade Bond Adm Fund | Other securities | — | $0 | $10.1M | 3.5% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $8.3M | 2.9% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $8.2M | 2.9% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | $0 | $7.6M | 2.7% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $6.9M | 2.4% | |
| Goldman Sch Sm Cp Vl Ins R6 Fd | Other securities | — | $0 | $6.4M | 2.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $6.3M | 2.2% | |
| Artisan Small Cap Inst Fd | Other securities | — | $0 | $5.2M | 1.8% | |
| Participant Loans | Participant loans | — | $0 | $3.8M | 1.3% | |
| Newmark Group, Inc. Stock | Common Stocks | — | $0 | $2.6M | 0.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.5M | 0.5% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $1.5M | 0.5% |
