LEAH Willman signed Natural Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Natural Partners, Inc.'s EIN is 86-0790551.
Download the official 2024 Form 5500 (PDF) for Natural Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Natural Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL INSIGHT PARTNERS, LLC | 90-0493567 | — | RETAINED BY PLAN SPONSOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Life Ins. Co. JHancock MIdx Lifestyle Bal R6 | Common Stocks | — | — | $3.5M | 31.0% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $1.1M | 10.1% | |
| Fidelity Investments Fidelity 500 Index Fd | Common Collective Trusts | — | — | $1.1M | 9.6% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $870K | 7.8% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $643K | 5.7% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $568K | 5.1% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $523K | 4.7% | |
| John Hancock Life Ins. Co. JHancock MIdx Lifestyle Gr R6 | Common Stocks | — | — | $421K | 3.8% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $373K | 3.3% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $271K | 2.4% | |
| Notes receivable from participants Participant loans with maturity dates through October 2029 and interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $233K | 2.1% | |
| Vanguard Total Int Idx Adm | Common Collective Trusts | — | — | $220K | 2.0% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $154K | 1.4% | |
| John Hancock Life Ins. Co. JHancock MIdx Lifestyle Mod R6 | Common Stocks | — | — | $146K | 1.3% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $126K | 1.1% | |
| Fidelity Investments Fidelity Contrafund | Mutual Funds | — | — | $96K | 0.9% | |
| Vanguard Equity Income Fd Adm | Mutual Funds | — | — | $93K | 0.8% | |
| Stable value contract * John Hancock Life Ins. Co. John Hancock Stable Value Guaranteed Income Fund | Stable Value | — | — | $79K | 0.7% | |
| John Hancock Life Ins. Co. JHancock MIdx Lifestyle Agg R6 | Common Stocks | — | — | $77K | 0.7% | |
| BlackRock High Yield Prt I | Mutual Funds | — | — | $71K | 0.6% | |
| Vanguard Materials Ind Fd Adm | Mutual Funds | — | — | $66K | 0.6% | |
| Vanguard Explorer Fund Adm | Mutual Funds | — | — | $63K | 0.6% | |
| Fidelity Investments Fidelity Ext Market Index Fd | Mutual Funds | — | — | $60K | 0.5% | |
| John Hancock Life Ins. Co. John Hancock Bond Fund R6 | Common Stocks | — | — | $56K | 0.5% | |
| Cohen & Steers Cohen & Steers Real Est Sec A | Other securities | — | — | $55K | 0.5% | |
| Dimensional Investment Group Inc. DFA US Small Cap Val Port I | Mutual Funds | — | — | $41K | 0.4% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $41K | 0.4% | |
| Carillon Eagle Mid Cap Growth I | Other securities | — | — | $35K | 0.3% | |
| J.P. Morgan Asset Management JPMorgan Emerging Mkts Eqty R6 | Other securities | — | — | $33K | 0.3% | |
| PIMCO Funds PIMCO Real Return A | Mutual Funds | — | — | $33K | 0.3% | |
| Dimensional Investment Group Inc. DFA Inter Gov Fix Inc Inst | Mutual Funds | — | — | $22K | 0.2% | |
| T. Rowe Price T. Rowe Price Overseas Stock | Other securities | — | — | $16K | 0.1% | |
| John Hancock Life Ins. Co. JHancock MIdx Lifestyle Con R6 | Common Stocks | — | — | $8K | <0.1% | |
| Nuveen Lifecycle Index 2015 R6 ** 232 Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $8K | <0.1% | |
| Nuveen Lifecycle Idx Rt Inc R6 ** 232 Nuveen Lifecycle Index 2010 R6 | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Advisor Value Fund Z | Mutual Funds | — | — | $5K | <0.1% | |
| J.P. Morgan Asset Management JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $4K | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2015 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2010 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX RET JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
