Matthew Park signed New West Distributing Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New West Distributing Inc.'s EIN is 88-0180436.
Download the official 2022 Form 5500 (PDF) for New West Distributing Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)New West Distributing Inc.'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | 65-0173164 | OVERLAND PARK, KS | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Century Retirement Date 2035 Trust Class IX Mutual Fund N/A | Other securities | — | — | $855K | 22.9% | |
| American Century Retirement Date 2025 Trust Class IX Mutual Fund N/A | Other securities | — | — | $843K | 22.6% | |
| American Century Retirement Date 2040 Trust Class IX Mutual Fund N/A 769 American Century Retirement Date 2045 Trust Class IX Mutual Fund N/A | Other securities | — | — | $643K | 17.2% | |
| American Century In Retirement Trust Class IX Mutual Fund N/A | Other securities | — | — | $387K | 10.4% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund N/A | Other securities | — | — | $213K | 5.7% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $146K | 3.9% | |
| Notes receivable from participants Maturing 2022-2027 at interest rates of 4% - 7% N/A | Bonds / Notes | — | — | $108K | 2.9% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $105K | 2.8% | |
| T. Rowe Price Growth Stock Fund I Class Mutual Fund N/A | Other securities | — | — | $82K | 2.2% | |
| PIMCO Income Fund Class I-2 Mutual Fund N/A | Mutual Funds | — | — | $66K | 1.8% | |
| Carillon Eagle Mid Cap Growth Fund class I Mutual Fund N/A | Other securities | — | — | $54K | 1.4% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund N/A | Other securities | — | — | $51K | 1.4% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $36K | 1.0% | |
| American Century Retirement Date 2055 Trust Class IX Mutual Fund N/A | Other securities | — | — | $31K | 0.8% | |
| American Century Retirement Date 2060 Trust Class IX Mutual Fund N/A | Other securities | — | — | $23K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund N/A | Common Stocks | — | — | $20K | 0.5% | |
| JPMorgan Small Cap Value Fund Class R6 Mutual Fund N/A | Other securities | — | — | $15K | 0.4% | |
| American Century Retirement Date 2050 Trust Class IX Mutual Fund N/A | Other securities | — | — | $14K | 0.4% | |
| MFS International Diversification Fund Class R6 Mutual Fund N/A | Mutual Funds | — | — | $12K | 0.3% | |
| Alger Small Cap Focus Fund Class Z Mutual Fund N/A | Other securities | — | — | $12K | 0.3% | |
| METLIFE GAC SERIES 25157 0 RELIANCE TRUST · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $8K | 0.2% | |
| Victory Sycamore Established Value Fund Class R6 Mutual Fund N/A | Other securities | — | — | $7K | 0.2% | |
| PGIM High Yield Fund- Class R6 Mutual Fund N/A | Other securities | — | — | $6K | 0.2% | |
| American Century Retirement Date 2065 Trust Mutual Fund N/A | Other securities | — | — | $5K | 0.1% | |
| John Hancock Bond Fund Class R6 Mutual Fund N/A | Other securities | — | — | $4K | 0.1% | |
| American Century Retirement Date 2030 Trust Class IX Mutual Fund N/A | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
