Carol Shirk signed Neugen LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neugen LLC's EIN is 83-0949021.
Download the official 2024 Form 5500 (PDF) for Neugen LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neugen LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Large Cap Index Inst N/R | Mutual Funds | — | — | $8.3M | 13.8% | |
| Fidelity Govt MMKT K6 N/R | Mutual Funds | — | — | $8.0M | 13.3% | |
| Fidelity FDM IDX 2035 IPR N/R | Common Collective Trusts | — | — | $6.8M | 11.2% | |
| JP Morgan JPM Lg Cap Growth R6 N/R | Other securities | — | — | $5.5M | 9.1% | |
| Fidelity FDM IDX 2030 IPR N/R | Common Collective Trusts | — | — | $3.8M | 6.4% | |
| Fidelity FDM IDX 2040 IPR N/R | Common Collective Trusts | — | — | $3.6M | 5.9% | |
| Fidelity FDM IDX 2025 IPR N/R | Common Collective Trusts | — | — | $2.6M | 4.4% | |
| JP Morgan JPM Mid Cap Growth R6 N/R | Other securities | — | — | $2.6M | 4.3% | |
| Vanguard Mid Cap Index Adm N/R | Mutual Funds | — | — | $2.5M | 4.2% | |
| Fidelity FDM IDX 2015 IPR N/R | Common Collective Trusts | — | — | $1.5M | 2.5% | |
| Lord Abbett Lord Abbett High Yield R6 N/R | Mutual Funds | — | — | $1.5M | 2.4% | |
| Fidelity FDM IDX 2020 IPR N/R | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| Invesco INVS Discovery R6 N/R | Mutual Funds | — | — | $1.3M | 2.2% | |
| Vanguard SMCPVL Index Adm N/R | Mutual Funds | — | — | $1.2M | 2.0% | |
| Vanguard International Value N/R | Mutual Funds | — | — | $1.1M | 1.8% | |
| Vanguard Small Cap Index Adm N/R | Mutual Funds | — | — | $1.0M | 1.7% | |
| Columbia Dividend Col Dividend Inc 13 N/R | Common Stocks | — | — | $933K | 1.6% | |
| Fidelity FDM IDX IPR N/R | Common Collective Trusts | — | — | $779K | 1.3% | |
| Fidelity FDM IDX 2055 IPR N/R | Common Collective Trusts | — | — | $758K | 1.3% | |
| Fidelity FDM IDX 2050 IPR N/R | Common Collective Trusts | — | — | $730K | 1.2% | |
| American Century AM Cent Mid Cap Val R6 N/R | Other securities | — | — | $658K | 1.1% | |
| Fidelity FDM IDX 2045 IPR N/R | Common Collective Trusts | — | — | $656K | 1.1% | |
| Baird Aggr Bond Inst N/R | Other securities | — | — | $653K | 1.1% | |
| MFS Intl Growth R6 N/R | Mutual Funds | — | — | $634K | 1.1% | |
| Fidelity Select Materials Portfolio N/R | Mutual Funds | — | — | $556K | 0.9% | |
| Vanguard REIT Index Adm N/R | Mutual Funds | — | — | $382K | 0.6% | |
| BlackRock Inflation Protected Bond K N/R | Other securities | — | — | $264K | 0.4% | |
| Fidelity Intl Index N/R | Mutual Funds | — | — | $256K | 0.4% | |
| Fidelity FDM IDX 2060 IPR N/R | Common Collective Trusts | — | — | $234K | 0.4% | |
| Fidelity FDM IDX 2010 IPR N/R | Common Collective Trusts | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $21K | — |
