Newton PEO, LLC's EIN is 84-4056740.
Download the official 2024 Form 5500 (PDF) for Newton PEO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newton PEO, 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).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $18K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $6K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $703 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $459K | 17.6% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $410K | 15.7% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $380K | 14.6% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $299K | 11.4% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $211K | 8.1% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $155K | 5.9% | |
| Vanguard Short-Term Investment-Grade Adm 407 Vanguard Small Cap Index Adm | Mutual Funds | — | — | $128K | 4.9% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $124K | 4.8% | |
| TCW MetWest Total Return Bd Plan 881 Vanguard LifeStrategy Growth Inv 72 Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $114K | 4.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $85K | 3.3% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $73K | 2.8% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $43K | 1.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $31K | 1.2% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $11K | 0.4% | |
| T. Rowe Price T Rowe Price Value Fund- I | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $6K | 0.2% | |
| American Funds American Funds New Perspec tive R6 | Mutual Funds | — | — | $5K | 0.2% | |
| PGIM High Yield R6 733 T. Rowe Price T Rowe Price Integrated US Small-Cap Growth Equity Inv | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard Selec ted Value Inv 940 Vanguard Short-Term Federal Adm | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $3K | 0.1% | |
| Harbor Capital Apprec iation Fund R | Other securities | — | — | $2K | <0.1% | |
| Fidelity Advisor® Government Inc ome Z | Mutual Funds | — | — | $2K | <0.1% | |
| Interest Bearing Cash Matrix Trust Retirement Cash Acc ount | Cash / Money Market | — | — | $2K | <0.1% | |
| MFS MFS® Mid Cap Growth R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
