NSD Newco, Inc.'s EIN is 84-3500138.
Download the official 2024 Form 5500 (PDF) for NSD Newco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NSD Newco, Inc.'s plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | BROKER/ADVISOR | $0 | — |
| MMLIS |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SPRINGFIELD, MA |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NSD NEWCO INC | — | BOCA RATON, FL | OTHER | $401K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mass Mutual Diversified Bond II | Other securities | — | — | $19.1M | 26.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $8.1M | 11.2% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $6.0M | 8.2% | |
| NSD NewCo, Inc. Preferred stock (122,734 shares) | Common Stocks | — | $323.0M | $4.4M | 6.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $4.0M | 5.6% | |
| GREAT GRAY AMERICAN FDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $3.0M | 4.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.4M | 3.3% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $2.2M | 3.0% | |
| UBS Interest bearing cash | Cash / Money Market | — | $1.9M | $1.9M | 2.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.9M | 2.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.8M | 2.5% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $1.8M | 2.5% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $1.4M | 1.9% | |
| MFS Investment Management International Growth Fund | Mutual Funds | — | — | $1.3M | 1.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $1.2M | 1.6% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $1.2M | 1.6% | |
| PIMCO Intl StksPLS AR Strat Fund | Mutual Funds | — | — | $1.2M | 1.6% | |
| PIMCO Invest Grade Crdt Bond Fund | U.S. Treasuries | — | — | $1.2M | 1.6% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $876K | 1.2% | |
| Wasatch Advisors Core Growth Fund | Other securities | — | — | $850K | 1.2% | |
| Vanguard Total Intl Stock Index Fund | Common Collective Trusts | — | — | $785K | 1.1% | |
| Guggenheim Total Return Bond Fund | Other securities | — | — | $643K | 0.9% | |
| Franklin/Templeton Small Cap Value Fund | Mutual Funds | — | — | $592K | 0.8% | |
| GREAT GRAY AMERICAN FDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $580K | 0.8% | |
| Institutional Shares Cohen & Steers Real Estate Scrts Fund | Other securities | — | — | $538K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $450K | 0.6% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $442K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $439K | 0.6% | |
| Delaware Ivy Emerging Market Equity Fund | Other securities | — | — | $332K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $281K | 0.4% | |
| GREAT GRAY AMERICAN FDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $268K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $205K | 0.3% | |
| Great Gray Trust American Fund 2065 CIT | Common Collective Trusts | — | — | $153K | 0.2% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $153K | 0.2% | |
| Blackrock Commodity Strategies Portfolio | Other securities | — | — | $11K | <0.1% |
