Seth Larner signed Newbury Franklin Industrials LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newbury Franklin Industrials LLC's EIN is 86-1817365.
Download the official 2024 Form 5500 (PDF) for Newbury Franklin Industrials LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newbury Franklin Industrials LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $41K | — |
| COMPASS 360, LLC | 81-1939215 | — | RECORDKEEPER | $6K | — |
| TRANSAMERICA TRUST CO | 42-0947998 | — | TRUSTEE | $208 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-1590850 | — | INVESTMENT ADVISORY | $10K | — |
| VALMARK ADVISERS, INC. | 31-1509466 | — | INVESTMENT ADVISORY | $10K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $2K | — |
