Kerstin Falvey signed Novipax Buyer, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Novipax Buyer, LLC's EIN is 85-3705674.
Download the official 2024 Form 5500 (PDF) for Novipax Buyer, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Novipax Buyer, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $72K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 2030 Target Retirement | Mutual Funds | — | — | $2.0M | 19.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 10.7% | |
| Vanguard 2040 Target Retirement | Mutual Funds | — | — | $775K | 7.7% | |
| Vanguard 2035 Target Retirement | Mutual Funds | — | — | $727K | 7.2% | |
| Vanguard 2060 Target Retirement | Mutual Funds | — | — | $604K | 6.0% | |
| Vanguard 2055 Target Retirement | Mutual Funds | — | — | $518K | 5.1% | |
| Federated Hermes Federated Hermes MDT SML CP IS | Other securities | — | — | $483K | 4.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $478K | 4.7% | |
| PUTNAM STABLE VALUE FUND CLASS 50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $452K | 4.5% | |
| Vanguard 2050 Target Retirement | Mutual Funds | — | — | $431K | 4.3% | |
| Vanguard 2045 Target Retirement | Mutual Funds | — | — | $335K | 3.3% | |
| Vanguard Total Int Stock Index | Mutual Funds | — | — | $308K | 3.0% | |
| Vanguard 2020 Target Retirement | Mutual Funds | — | — | $257K | 2.5% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $229K | 2.3% | |
| Vanguard 2025 Target Retirement | Mutual Funds | — | — | $198K | 2.0% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $196K | 1.9% | |
| Victory Sycamore Small Comp I * 226 Western Funds Western Asset Core Plus BD IS | Other securities | — | — | $177K | 1.8% | |
| American Funds American Balanced Fund CL R6 | Mutual Funds | — | — | $167K | 1.7% | |
| Vanguard Target Income Retirement | Mutual Funds | — | — | $160K | 1.6% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $137K | 1.4% | |
| American Capital Income * 261 American Europacific Growth R6 | Other securities | — | — | $102K | 1.0% | |
| Vanguard Equity Income CL ADM | Mutual Funds | — | — | $80K | 0.8% | |
| Vanguard Reit Index Fund ADM | Common Collective Trusts | — | — | $64K | 0.6% | |
| American New World Fund | Other securities | — | — | $46K | 0.5% | |
| Lord Abbett Lord Abbett High Yield R6 | Mutual Funds | — | — | $43K | 0.4% | |
| Victory Sycamore Funds Victory Sycamore Established R6 | Other securities | — | — | $26K | 0.3% | |
| Vanguard Inflation Protected | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
