Steven Stout signed Nuvia MSO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nuvia MSO, LLC's EIN is 84-4528017.
Download the official 2024 Form 5500 (PDF) for Nuvia MSO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nuvia MSO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $52K | — |
| ASHWORTH WEALTH, LLC | 26-2017172 | — | NONE | $20K | — |
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $10K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $719 | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $6.6M | 98.8% | |
| Vanguard Target Ret 2055 (I) | Mutual Funds | — | — | $1.2M | 17.1% | |
| Vanguard Target Ret 2060 (I) | Mutual Funds | — | — | $879K | 13.1% | |
| Vanguard Target Ret 2065 (I) | Mutual Funds | — | — | $646K | 9.6% | |
| Vanguard Target Ret 2050 (I) | Mutual Funds | — | — | $643K | 9.6% | |
| Vanguard Target Ret 2045 (I) | Mutual Funds | — | — | $552K | 8.2% | |
| Vanguard Target Ret 2040 (I) | Mutual Funds | — | — | $495K | 7.4% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $471K | 7.0% | |
| Vanguard Target Ret 2035 (I) | Mutual Funds | — | — | $362K | 5.4% | |
| DFA US Core Equity I Portfolio | Mutual Funds | — | — | $326K | 4.9% | |
| DFA Core Equity Portfolio | Mutual Funds | — | — | $207K | 3.1% | |
| Vanguard Intl Stock Index | Mutual Funds | — | — | $167K | 2.5% | |
| Vanguard Target Ret 2025 (I) | Mutual Funds | — | — | $126K | 1.9% | |
| DFA Emerging Markets | Mutual Funds | — | — | $125K | 1.9% | |
| Vanguard Short Term Index Fund | Common Collective Trusts | — | — | $117K | 1.7% | |
| Matrix Trust Matrix Trust Retirement Cash Account | Cash / Money Market | — | — | $107K | 1.6% | |
| Vanguard Target Retirement Fund ** 202 Vanguard Total Bond Market Index | Mutual Funds | — | — | $73K | 1.1% | |
| Matrix Trust Non interest bearing cash | Cash / Money Market | — | — | $66K | 1.0% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $58K | 0.9% | |
| Vanguard Target Ret 2030 (I) | Mutual Funds | — | — | $35K | 0.5% | |
| DFA Comodity Strategy Portfolio | Mutual Funds | — | — | $34K | 0.5% | |
| DFA Intermed Term Extended Quality Port | Mutual Funds | — | — | $26K | 0.4% | |
| DFA Inflation Protected Sec Port | Mutual Funds | — | — | $23K | 0.3% | |
| Vanguard Target Ret 2020 (I) | Mutual Funds | — | — | $21K | 0.3% | |
| Participants Loans | Participant loans | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
