NOR-Cal Moving Services' EIN is 94-2845322.
Download the official 2024 Form 5500 (PDF) for NOR-Cal Moving Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NOR-Cal Moving Services' 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great Gray Collective Investment TR Wilmington Fund Mutual fund | Common Collective Trusts | — | — | $3.7M | 21.0% | |
| Wilmington Large Cap Growth Fund Common collective trust | Common Collective Trusts | — | — | $2.0M | 11.4% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.6M | 8.8% | |
| Wells Fargo Advantage Special Mid Cap Value Fund Mutual fund | Other securities | — | — | $1.4M | 8.1% | |
| Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $1.4M | 7.7% | |
| Vanguard Mid-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $1.3M | 7.4% | |
| Standard Insurance Company Stable Asset Fund Guaranteed investment contract | Stable Value | — | — | $1.3M | 7.4% | |
| Wilmington TR Collective Flexpath Index Moderate Retirement Fund Common collective trust | Common Collective Trusts | — | — | $769K | 4.3% | |
| Vanguard Wellington Fund Mutual fund | Mutual Funds | — | — | $651K | 3.7% | |
| Wilmington TR Collective Flexpath Index Moderate 2045 Fund Common collective trust | Common Collective Trusts | — | — | $634K | 3.6% | |
| Wilmington Total Return Collective Investment Fund Common collective trust | Common Collective Trusts | — | — | $571K | 3.2% | |
| Vanguard Small-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $530K | 3.0% | |
| Wilmington TR Collective Flexpath Index Moderate 2035 Fund Common collective trust | Common Collective Trusts | — | — | $401K | 2.2% | |
| American Funds New Perspective Fund Mutual fund | Mutual Funds | — | — | $379K | 2.1% | |
| Vanguard Mid-Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $309K | 1.7% | |
| Cash Non-inteerest bearing cash 228 * Participant loans Interest rates from 3.25% to 8.50% $0 | Cash / Money Market | — | — | $273K | 1.5% | |
| Wilmington TR Collective Flexpath Index Moderate 2055 Fund Common collective trust | Common Collective Trusts | — | — | $262K | 1.5% | |
| Vanguard Total International Stock Index Fund Mutual fund | Common Collective Trusts | — | — | $111K | 0.6% | |
| American Century Government Bond Fund Mutual fund | U.S. Treasuries | — | — | $65K | 0.4% | |
| Wilmington flexPATH Index Aggressive 2055 Fund Common collective trust | Common Collective Trusts | — | — | $47K | 0.3% | |
| Wilmington TR Collective Flexpath Index Aggressive 2045 Fund Common collective trust | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
