Benjamin Young signed Noorda Medical School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Noorda Medical School's EIN is 82-0874019.
Download the official 2024 Form 5500 (PDF) for Noorda Medical School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Noorda Medical School'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Mutual Funds | — | — | $1.4M | 28.3% | |
| SCHWAB INDEXED RETIREMENT TR FD 203 CHARLES SCHWAB AND COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $618K | 12.2% | |
| SCHWAB INDEXED RETIREMENT TR FD 205 CHARLES SCHWAB AND COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $502K | 9.9% | |
| Fidelity US BOND INDEX | Mutual Funds | — | — | $412K | 8.2% | |
| Charles Schwab INDEXED RETIREMENT TR FD 2040 I | Mutual Funds | — | — | $294K | 5.8% | |
| Fidelity TOTAL INTERNATIONAL INDEX | Mutual Funds | — | — | $233K | 4.6% | |
| SCHWAB INDEXED RETIREMENT TR FD 203 CHARLES SCHWAB AND COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $189K | 3.8% | |
| Fidelity ADVISOR CONSUMER STAPLES Z | Mutual Funds | — | — | $170K | 3.4% | |
| SCHWAB INDEXED RETIREMENT TR FD 202 CHARLES SCHWAB AND COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $156K | 3.1% | |
| SCHWAB INDEXED RETIREMENT TR FD 204 CHARLES SCHWAB AND COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $147K | 2.9% | |
| SCHWAB INDEXED RETIREMENT TR FD 205 CHARLES SCHWAB AND COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $135K | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $126K | 2.5% | |
| Charles Schwab INDEXED RETIREMENT TR FD 2060 I | Mutual Funds | — | — | $123K | 2.4% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $81K | 1.6% | |
| Notes receivable from participants Participant loans, maturing through 2029 (at interest rates ranging from 4.5% to 9.50%) -0- | Bonds / Notes | — | — | $79K | 1.6% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $60K | 1.2% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $40K | 0.8% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 000 | Common Collective Trust | — | — | $37K | 0.7% | |
| SCHWAB INDEXED RETIREMENT TR FD 206 CHARLES SCHWAB AND COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $37K | 0.7% | |
| Fidelity LARGE CAP VALUE INDEX | Mutual Funds | — | — | $32K | 0.6% | |
| State Street SSGA RUSSELL SC VALUE INDEX NL CLASS C | Other securities | — | — | $26K | 0.5% | |
| Prudential Global Investment Mgmt PGIM HIGH-YIELD R6 | Other securities | — | — | $21K | 0.4% | |
| MFS Investment Management INTERNATIONAL GROWTH FUND II CLASS I1 | Mutual Funds | — | — | $20K | 0.4% | |
| Fidelity REAL ESTATE INDEX | Mutual Funds | — | — | $18K | 0.3% | |
| State Street STATE STREET AGGREGATE BOND INDEX K | Other securities | — | — | $16K | 0.3% | |
| Fidelity MID CAP GROWTH INDEX | Mutual Funds | — | — | $13K | 0.3% | |
| State Street STATE STREET SMALL/MID CAP EQUITY IDX K | Common Collective Trusts | — | — | $13K | 0.3% | |
| BlackRock DEVELOPED REAL ESTATE 1 | Other securities | — | — | $6K | 0.1% | |
| EMERGING MARKETS FUND II CL I1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $6K | 0.1% | |
| Fidelity SMALL CAP GROWTH INDEX | Mutual Funds | — | — | $1K | <0.1% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $798 | <0.1% | |
| BLACKROCK LONG TERM CREDIT INDEX FD GREAT GRAY · EIN 99-1781192 / PN 001 | Common Collective Trust | — | — | $19 | <0.1% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS FUND CLASS I1 GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
