BRET Corgatelli signed Northwest River Supplies Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwest River Supplies Inc.'s EIN is 82-0330580.
Download the official 2024 Form 5500 (PDF) for Northwest River Supplies Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwest River Supplies Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Brokerage Link Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.3M | 11.4% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $2.1M | 10.4% | |
| JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $2.1M | 10.3% | |
| Blackrock BLKRK MIDCAP GRTH IS | Other securities | — | — | $1.6M | 7.7% | |
| Fidelity Investments FID SEL SOFTWARE | Mutual Funds | — | — | $1.2M | 5.9% | |
| JP Morgan JPM EQUITY INCOME R6 | Other securities | — | — | $934K | 4.6% | |
| Voya INTERM BOND R6 | Other securities | — | — | $810K | 4.0% | |
| T. Rowe Price TRP RET BLEND 2045 I | Other securities | — | — | $800K | 4.0% | |
| Federated Hermes FH KAUFMANN SM CP IS | Other securities | — | — | $781K | 3.9% | |
| DFA REAL EST SEC I | Mutual Funds | — | — | $756K | 3.8% | |
| T. Rowe Price TRP RET BLEND 2040 I | Other securities | — | — | $704K | 3.5% | |
| Vanguard VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $659K | 3.3% | |
| Morgan Stanley MSIF INTL ADV PTF I | Other securities | — | — | $615K | 3.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $520K | 2.6% | |
| T. Rowe Price TRP RET BLEND 2055 I | Other securities | — | — | $470K | 2.3% | |
| Vanguard VANG WELLINGTON ADM | Mutual Funds | — | — | $391K | 1.9% | |
| Nuveen NVN FLOAT RATE INC I | Mutual Funds | — | — | $387K | 1.9% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $334K | 1.7% | |
| T. Rowe Price TRP RET BLEND 2060 I | Other securities | — | — | $323K | 1.6% | |
| T. Rowe Price TRP RET BLEND 2030 I | Other securities | — | — | $296K | 1.5% | |
| PGIM Investments PGIM HIGH YIELD Z | Other securities | — | — | $269K | 1.3% | |
| T. Rowe Price TRP RET BLEND 2050 I | Other securities | — | — | $231K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $218K | 1.1% | |
| Vanguard VANG MDCPVAL IDX ADM | Common Collective Trusts | — | — | $208K | 1.0% | |
| T. Rowe Price TRP HEALTH SCIENCES | Other securities | — | — | $196K | 1.0% | |
| Aberdeen International ABDN INTL SM CAP I | Other securities | — | — | $136K | 0.7% | |
| Fidelity Investments FID EMERGING MKTS | Mutual Funds | — | — | $130K | 0.6% | |
| Pimco PIM INTL BD US$H I | Mutual Funds | — | — | $128K | 0.6% | |
| T. Rowe Price TRP RET BLEND 2065 I | Other securities | — | — | $100K | 0.5% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $97K | 0.5% | |
| Vanguard VANG WELLESLEY ADM | Mutual Funds | — | — | $96K | 0.5% | |
| Fidelity Investments FID SMALL CAP VALUE | Mutual Funds | — | — | $77K | 0.4% | |
| Franklin FKLN CNVRTBL SEC R6 | Mutual Funds | — | — | $67K | 0.3% | |
| T. Rowe Price TRP RET BLEND 2035 I | Other securities | — | — | $64K | 0.3% | |
| T. Rowe Price TRP RET BLEND 2005 I | Other securities | — | — | $54K | 0.3% | |
| Vanguard VANG INFL PROT ADM | Mutual Funds | — | — | $40K | 0.2% | |
| American Funds AF US GOVT SEC R6 | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
