Jeffrey Clark signed Northwinds Holding, Inc. Https//RGF.Fisglobal.COM/5500clien's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwinds Holding, Inc. Https//RGF.Fisglobal.COM/5500clien's EIN is 87-3289944.
Download the official 2024 Form 5500 (PDF) for Northwinds Holding, Inc. Https//RGF.Fisglobal.COM/5500clien from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwinds Holding, Inc. Https//RGF.Fisglobal.COM/5500clien'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE RUTTY & CO., INC. | 16-0620690 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $48.4M | 98.1% | |
| [Assets held in participant loans] | Other | — | — | $761K | 1.5% | |
| PIMCO STABLE INCOME FUND SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $55K |
| — |
