Jesse Doers signed Newstat, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newstat, PLLC's EIN is 81-4704105.
Download the official 2024 Form 5500 (PDF) for Newstat, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newstat, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FTB ADVISORS INC | 62-1254528 | — | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Self-Directed Brokerage Accounts (1) | Self-Directed Brokerage | — | — | $15.5M | 19.0% | |
| Schwab US Large-Cap ETF (1) | Mutual Funds | — | — | $9.3M | 11.4% | |
| Schwab US Large-Cap Growth ETF (1) | Mutual Funds | — | — | $7.3M | 8.9% | |
| Schwab US Aggregate Bond ETF (1) | Mutual Funds | — | — | $6.9M | 8.4% | |
| Schwab International Equity ETF (1) | Mutual Funds | — | — | $6.1M | 7.5% | |
| Schwab US Large-Cap Value ETF (1) | Mutual Funds | — | — | $4.8M | 5.9% | |
| Vanguard Short Term Bond ETF (1) | Mutual Funds | — | — | $4.5M | 5.5% | |
| Schwab US Dividend Equity ETF (1) | Mutual Funds | — | — | $4.2M | 5.1% | |
| Schwab US Mid-Cap ETF (1) | Mutual Funds | — | — | $3.0M | 3.7% | |
| Vanguard Mid-Cap Growth ETF (1) | Mutual Funds | — | — | $2.6M | 3.2% | |
| Vanguard Small-Cap Value ETF (1) | Mutual Funds | — | — | $2.4M | 2.9% | |
| Vanguard Small-Cap Growth ETF (1) | Mutual Funds | — | — | $1.8M | 2.2% | |
| Schwab Bank Savings (1) | Mutual Funds | — | — | $1.4M | 1.7% | |
| ETF (SCHA) SCH US SMALL CAP Registered Investment Company | Common Stocks | — | — | $1.3M | 1.6% | |
| Schwab US REIT ETF (1) | Mutual Funds | — | — | $1.3M | 1.6% | |
| iShares Gold Trust ETF (1) | Other securities | — | — | $980K | 1.2% | |
| Vanguard FTSE All-Wld ex-US SmCP ETF (1) | Mutual Funds | — | — | $969K | 1.2% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.50%, to be repaid through 2029 – | Bonds / Notes | — | — | $197K | 0.2% |
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 |
|---|---|---|---|---|---|
| PROFFITT & GOODSON INC | 62-1284128 | — | NONE | $18K | — |
| MERIDIAN TRUST & INVESTMENT CO | 62-1700796 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
