Rebecca Kersting signed NUSS Professional Services Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NUSS Professional Services Group's EIN is 84-1483401.
Download the official 2024 Form 5500 (PDF) for NUSS Professional Services Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NUSS Professional Services Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $33K | — |
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 Freedom Blend 2030 | Mutual Funds | — | — | $1.8M | 12.3% | |
| Fidelity Freedom Blend 2040 | Mutual Funds | — | — | $1.8M | 12.1% | |
| Fidelity Freedom Blend 2045 | Mutual Funds | — | — | $1.5M | 9.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 9.2% | |
| Fidelity Freedom Blend 2050 | Mutual Funds | — | — | $1.3M | 8.9% | |
| Fidelity Freedom Blend 2035 | Mutual Funds | — | — | $905K | 6.1% | |
| Self-directed Brokerage Accounts (Common stocks) | Self-Directed Brokerage | — | — | $872K | 5.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $495K | 3.3% | |
| Fidelity Freedom Blend 2055 | Mutual Funds | — | — | $491K | 3.3% | |
| Self-directed Brokerage Accounts (Mutual Funds) | Self-Directed Brokerage | — | — | $472K | 3.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $466K | 3.1% | |
| Fidelity Freedom Blend 2060 | Mutual Funds | — | — | $450K | 3.0% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $346K | 2.3% | |
| Fidelity Freedom Blend 2020 | Mutual Funds | — | — | $290K | 1.9% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $227K | 1.5% | |
| AB Large Cap Growth Fund Class Z | Other securities | — | — | $194K | 1.3% | |
| through 2029. - 0 - | Other securities | — | — | $176K | 1.2% | |
| Pimco Income Institutional | Mutual Funds | — | — | $157K | 1.1% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $154K | 1.0% | |
| Fidelity Emerging Markets Fund - Class K | Mutual Funds | — | — | $150K | 1.0% | |
| Fidelity Freedom Blend 2025 | Mutual Funds | — | — | $147K | 1.0% | |
| Undiscovered Managers Behavioral Value Fund R6 | Other securities | — | — | $132K | 0.9% | |
| Self-directed Brokerage Accounts (Fidelity Retirement Money Market) | Self-Directed Brokerage | — | — | $124K | 0.8% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $121K | 0.8% | |
| Invesco International Small-Mid Company Fund | Mutual Funds | — | — | $100K | 0.7% | |
| Principal Diversified Real Asset I | Other securities | — | — | $96K | 0.6% | |
| Vanguard Interm-term Investment Grade Admiral | Mutual Funds | — | — | $89K | 0.6% | |
| Fidelity International Index | Mutual Funds | — | — | $78K | 0.5% | |
| Fidelity Freedom Blend 2065 | Mutual Funds | — | — | $69K | 0.5% | |
| BlackRock High Yield Bond K | Other securities | — | — | $54K | 0.4% | |
| Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $48K | 0.3% | |
| Invesco Balanced-Risk Allocation Fund Class R6 | Mutual Funds | — | — | $44K | 0.3% | |
| PIF Real Estate Sec R6 | Other securities | — | — | $35K | 0.2% | |
| PGIM Global Total Return Fund | Other securities | — | — | $34K | 0.2% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $32K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $31K | 0.2% | |
| Fidelity Freedom Blend Inc | Mutual Funds | — | — | $6K | <0.1% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
