New Narrative's EIN is 93-0685734.
Download the official 2024 Form 5500 (PDF) for New Narrative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Narrative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Adm Shares of registered investment companies | Mutual Funds | — | — | $1.1M | 20.2% | |
| Vanguard Total Stock Mkt Inx Adm Shares of registered investment companies | Mutual Funds | — | — | $1.0M | 18.2% | |
| Vanguard Total Intl Stock Index Admiral Shares of registered investment companies | Mutual Funds | — | — | $951K | 16.7% | |
| Standard Ins Co Stable Asset Fund D Guaranteed Investment Contracts | Stable Value | — | — | $555K | 9.8% | |
| JPMorgan Equity Income R6 Shares of registered investment companies | Other securities | — | — | $527K | 9.3% | |
| American Century Ultra R6 Shares of registered investment companies | Other securities | — | — | $519K | 9.1% | |
| Vanguard Small Cap Index Adm Shares of registered investment companies | Mutual Funds | — | — | $316K | 5.6% | |
| Vanguard Mid-Cap Value Index Admiral Shares of registered investment companies | Mutual Funds | — | — | $190K | 3.3% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Shares of registered investment companies | Other securities | — | — | $178K | 3.1% | |
| American Funds American Balanced R6 Shares of registered investment companies | Mutual Funds | — | — | $128K | 2.3% | |
| Vanguard 500 Index Adm Shares of registered investment companies | Common Collective Trusts | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2060 Inv Shares of registered investment companies | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
