Matthew ISOM signed Nursa, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nursa, Inc.'s EIN is 83-3203044.
Download the official 2024 Form 5500 (PDF) for Nursa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nursa, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL NETWORK WEALTH ADVISORS | 87-2857735 | — | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Freedom 2055 Fund - Class K6 57,075 shares | Other securities | — | — | $901K | 21.7% | |
| Freedom 2050 Fund - Class K6 62,354 shares | Other securities | — | — | $849K | 20.5% | |
| 500 Index Fund 2,878 shares | Common Collective Trusts | — | — | $588K | 14.2% | |
| Freedom 2060 Fund - Class K6 23,623 shares | Other securities | — | — | $342K | 8.2% | |
| Blue Chip Growth K6 Fund 6,784 shares | Other securities | — | — | $250K | 6.0% | |
| Freedom 2045 Fund - Class K6 13,778 shares | Other securities | — | — | $185K | 4.5% | |
| Total Market Index Fund 1,010 shares | Common Collective Trusts | — | — | $163K | 3.9% | |
| Freedom 2035 Fund - Class K6 9,222 shares | Other securities | — | — | $144K | 3.5% | |
| Freedom 2065 Fund - Class K6 8,329 shares | Other securities | — | — | $110K | 2.7% | |
| Freedom 2040 Fund - Class K6 8,775 shares | Other securities | — | — | $101K | 2.4% | |
| U.S. Bond Index Fund 5,673 shares | Common Collective Trusts | — | — | $58K | 1.4% | |
| Gabelli U.S. Treasury Money Market Fund 57,431 shares | Cash / Money Market | — | — | $57K | 1.4% | |
| Putnam Large Cap Value Fund - Class R6 1,265 shares | Mutual Funds | — | — | $44K | 1.1% | |
| Small Cap Index Fund 1,374 shares | Common Collective Trusts | — | — | $38K | 0.9% | |
| Inflation-Protected Bond Index Fund 3,924 shares | Common Collective Trusts | — | — | $35K | 0.8% | |
| Small Cap Growth K6 Fund 1,879 shares | Other securities | — | — | $33K | 0.8% | |
| RAE International Fund - Institutional Class 3,334 shares | Other securities | — | — | $28K | 0.7% | |
| U.S. Equity Fund - Class R6 1,078 shares | Other securities | — | — | $27K | 0.6% | |
| Janus Henderson Enterprise Fund - Class N 152 shares | Mutual Funds | — | — | $22K | 0.5% | |
| Freedom 2030 Fund - Class K6 1,248 shares | Other securities | — | — | $22K | 0.5% | |
| Mid Cap Index Fund 588 shares | Common Collective Trusts | — | — | $20K | 0.5% | |
| American Funds New World Fund - Class R6 236 shares | Mutual Funds | — | — | $18K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund - Class Z 191 shares | Other securities | — | — | $13K | 0.3% | |
| Fidelity Capital & Income Fund 1,189 shares | Mutual Funds | — | — | $12K | 0.3% | |
| American Century Small Cap Value Fund - Class R6 170 shares | Other securities | — | — | $8K | 0.2% | |
| Loomis Sayles Investment Grade Bond Fund - Class Y 597 shares | Other securities | — | — | $6K | 0.1% | |
| PIMCO RAE U.S. Small Fund - Institutional Class 320 shares | Mutual Funds | — | — | $4K | <0.1% | |
| JPMorgan Government Bond Fund - Class R6 140 shares | U.S. Treasuries | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
