Nancy Muller, CPA signed National Technology & Engineering Solutions of Sandia, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Technology & Engineering Solutions of Sandia, LLC's EIN is 85-0097942.
Download the official 2024 Form 5500 (PDF) for National Technology & Engineering Solutions of Sandia, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Technology & Engineering Solutions of Sandia, LLC'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 | $585K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | OTHER SERVICES | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX FD F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3262720 / PN 001 | Common Collective Trust | — | $32.9M | $1.0B | 14.3% | |
| FID GROWTH CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | $14.2M | $1.0B | 13.9% | |
| FID CONTRAFUND POOL CL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | $17.9M | $815.9M | 11.3% | |
| TARGET RETIREMENT 2045 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6192483 / PN 001 | Common Collective Trust | — | $18.9M | $380.2M | 5.2% | |
| INTERNATIONAL EQUITY INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 20-3747528 / PN 001 | Common Collective Trust | — | $22.1M | $357.9M | 4.9% | |
| TARGET RETIREMENT 2050 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6197455 / PN 001 | Common Collective Trust | — | $17.2M | $346.5M | 4.8% | |
| SS US BOND INDX XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | $30.3M | $325.6M | 4.5% | |
| TARGET RETIREMENT 2035 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6185022 / PN 001 | Common Collective Trust | — | $14.9M | $299.0M | 4.1% | |
| TARGET RETIREMENT 2040 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6187090 / PN 001 | Common Collective Trust | — | $14.7M | $295.2M | 4.1% | |
| TARGET RETIREMENT 2055 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6202084 / PN 001 | Common Collective Trust | — | $14.3M | $288.7M | 4.0% | |
| TARGET RETIREMENT 2030 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6180036 / PN 001 | Common Collective Trust | — | $14.0M | $280.4M | 3.9% | |
| TARGET RETIREMENT 2025 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6175112 / PN 001 | Common Collective Trust | — | $11.8M | $236.2M | 3.3% | |
| RUSSELL 3000 INDEX FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3371912 / PN 001 | Common Collective Trust | — | $9.8M | $231.8M | 3.2% | |
| Dimensional US Small Cap Collective Investment Fund - Class S | Common Collective Trusts | — | $7.8M | $163.3M | 2.3% | |
| DIM US SM CAP CIT S GLOBAL TRUST COMPANY · EIN 61-6611861 / PN 003 | Common Collective Trust | — | — | $163.3M | 2.3% | |
| TARGET RETIREMENT 2060 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6206555 / PN 001 | Common Collective Trust | — | $7.3M | $147.9M | 2.0% | |
| BTC TOTAL RETURN L BLACKROCK INST TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | $9.7M | $102.1M | 1.4% | |
| State Street Russell Small/Mid Cap Index Securities Lending Series Fund Class II | Other securities | — | $4.9M | $89.8M | 1.2% | |
| SSRSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $89.8M | 1.2% | |
| TARGET RETIREMENT 2020 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $4.5M | $89.4M | 1.2% | |
| TARGET RETIREMENT INC TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6156630 / PN 001 | Common Collective Trust | — | $3.6M | $71.6M | 1.0% | |
| HARDING LOEVNER INTL EQUITY GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | $5.3M | $53.0M | 0.7% | |
| TARGET RETIREMENT 2065 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6210126 / PN 001 | Common Collective Trust | — | $2.1M | $43.0M | 0.6% | |
| INFLATION RESPONSIVE MULTI-ASSET FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2777766 / PN 001 | Common Collective Trust | — | $1.2M | $15.8M | 0.2% | |
| TARGET RETIREMENT 2070 TRUST A VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6216430 / PN 001 | Common Collective Trust | — | $242K | $4.9M | <0.1% | |
| Similar Party and Description Shares or Units Current Value T. Rowe Price Large Cap (continued) WELLS FARGO & CO | Common Stocks | — | $39K | $2.7M | <0.1% | |
| KENVUE INC | Common Stocks | — | $118K | $2.5M | <0.1% | |
| FISERV INC | Common Stocks | — | $12K | $2.4M | <0.1% | |
| BANK OF AMERICA CORPORATI | Other securities | — | $56K | $2.4M | <0.1% | |
| CHUBB LTD | Common Stocks | — | $9K | $2.4M | <0.1% | |
| HARTFORD INSURANCE GROUP | Common Stocks | — | $20K | $2.2M | <0.1% | |
| SCHWAB CHARLES CORP | Mutual Funds | — | $29K | $2.1M | <0.1% | |
| L3HARRIS TECH INC | Common Stocks | — | $10K | $2.1M | <0.1% | |
| ELEVANCE HEALTH INC | Common Stocks | — | $5K | $2.0M | <0.1% | |
| EXXON MOBIL CORP | Common Stocks | — | $18K | $1.9M | <0.1% | |
| CONOCOPHILLIPS | Other securities | — | $19K | $1.9M | <0.1% | |
| BECTON DICKINSON & CO | Common Stocks | — | $8K | $1.9M | <0.1% | |
| UNITEDHEALTH GROUP INC | Common Stocks | — | $4K | $1.9M | <0.1% | |
| AVALONBAY COMMUNITIES INC | Common Stocks | — | $8K | $1.7M | <0.1% | |
| ZIMMER BIOMET HLDGS INC | Common Stocks | — | $16K | $1.7M | <0.1% | |
| AMEREN CORP | Common Stocks | — | $19K | $1.7M | <0.1% | |
| NORFOLK SOUTHERN CORP | Common Stocks | — | $7K | $1.6M | <0.1% | |
| UNITED PARCEL SVCS INC CL | Common Stocks | — | $13K | $1.6M | <0.1% | |
| WEYERHAEUSER CO | Common Stocks | — | $57K | $1.6M | <0.1% | |
| JOHNSON & JOHNSON | Other securities | — | $11K | $1.6M | <0.1% | |
| CUMMINS INC | Common Stocks | — | $5K | $1.6M | <0.1% | |
| PHILIP MORRIS INTL INC | Common Stocks | — | $13K | $1.6M | <0.1% | |
| STANLEY BLACK & DECKER IN | Other securities | — | $19K | $1.6M | <0.1% | |
| EQUITABLE HLDGS INC | Common Stocks | — | $33K | $1.5M | <0.1% | |
| THERMO FISHER SCIENTIFIC | Other securities | — | $3K | $1.5M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-3250323 |
| — |
| ADVISOR |
| $2.0M |
| — |
