Michael Cornforth signed Nksfb, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nksfb, LLC's EIN is 82-4371559.
Download the official 2024 Form 5500 (PDF) for Nksfb, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nksfb, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAL | $0 | — |
| MSCS FS DIV OF BROADRIDGE BPO, LLC | 33-1151291 | — | CUSTODIAL | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Brokerage Accounts Various | Self-Directed Brokerage | — | — | $20.9M | 20.6% | |
| Income Fund | Other securities | — | — | $16.9M | 16.6% | |
| U.S. Large Company Portfolio | Common Stocks | — | — | $11.6M | 11.4% | |
| U.S. Large Cap Value Portfolio | Other securities | — | — | $8.9M | 8.7% | |
| U.S. Large Cap Growth Portfolio | Other securities | — | — | $6.9M | 6.8% | |
| DFA: U.S. Small Cap Portfolio | Mutual Funds | — | — | $6.0M | 5.9% | |
| International Value Portfolio | Other securities | — | — | $5.9M | 5.8% | |
| International Small Company Portfolio | Common Stocks | — | — | $4.5M | 4.4% | |
| Cash Equivalents Vanguard Federal Money Market Fund | Mutual Funds | — | — | $2.8M | 2.7% | |
| Target Retirement 2035 Inv | Other securities | — | — | $2.6M | 2.6% | |
| Emerging Markets Portfolio | Other securities | — | — | $2.5M | 2.5% | |
| Securities Portfolio | Real Estate | — | — | $1.9M | 1.8% | |
| International Core Equity Fund | Other securities | — | — | $1.8M | 1.8% | |
| US Growth Admiral | Other securities | — | — | $1.0M | 1.0% | |
| Large Cap Index Adm | Other securities | — | — | $988K | 1.0% | |
| maturing through 2038 | Other securities | — | — | $857K | 0.8% | |
| Target Retirement 2045 Inv | Other securities | — | — | $643K | 0.6% | |
| Target Retirement 2060 Inv | Other securities | — | — | $609K | 0.6% | |
| Target Retirement 2030 Inv | Other securities | — | — | $591K | 0.6% | |
| Target Retirement 2050 Inv | Other securities | — | — | $571K | 0.6% | |
| Target Retirement 2055 Inv | Other securities | — | — | $533K | 0.5% | |
| Target Retirement 2040 Inv | Other securities | — | — | $380K | 0.4% | |
| U.S. Sustainability Core 1 | Other securities | — | — | $353K | 0.3% | |
| Target Retirement 2065 Inv | Other securities | — | — | $340K | 0.3% | |
| Target Retirement 2020 Inv | Other securities | — | — | $195K | 0.2% | |
| U.S. Social Core Equity 2 | Other securities | — | — | $121K | 0.1% | |
| FTSE All-World ex-US Idx Admiral | Common Collective Trusts | — | — | $117K | 0.1% | |
| Target Retirement 2025 Inv | Other securities | — | — | $116K | 0.1% | |
| PIMCO: Commodity Real Return Strategy Fund | Mutual Funds | — | — | $100K | <0.1% | |
| Value Index Adm | Other securities | — | — | $97K | <0.1% | |
| Small Cap Index Adm | Other securities | — | — | $91K | <0.1% | |
| International Value Inv | Other securities | — | — | $69K | <0.1% | |
| FTSE All-World ex-US Small Cap Index Fund | Common Collective Trusts | — | — | $32K | <0.1% | |
| Vanguard: Registered Investment Companies Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $24K | <0.1% | |
| Index Admiral | Real Estate | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-5378846 |
| — |
| RECORDKEEPER |
| $82K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WEALTH COLLABORATIVE, INC. | 26-0141151 | — | INVESTMENT ADVISOR | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIES UNLIMITED, INC. | 95-3654973 | — | TPA | $61K | — |
