Mark Steffen signed Nelson NAME Plate Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nelson NAME Plate Company's EIN is 95-1770779.
Download the official 2024 Form 5500 (PDF) for Nelson NAME Plate Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nelson NAME Plate Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity: * 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 15.9% | |
| 2025 Target Date Retirement Fund | Other securities | — | — | $1.0M | 12.3% | |
| 2040 Target Date Retirement Fund | Other securities | — | — | $813K | 9.8% | |
| 2035 Target Date Retirement Fund | Other securities | — | — | $679K | 8.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $560K | 6.7% | |
| 2030 Target Date Retirement Fund | Other securities | — | — | $497K | 6.0% | |
| AllianceBernstein Large Cap Growth Fund | Other securities | — | — | $404K | 4.9% | |
| 2020 Target Date Retirement Fund | Other securities | — | — | $299K | 3.6% | |
| John Hancock Bond Fund | Other securities | — | — | $277K | 3.3% | |
| 2045 Target Date Retirement Fund | Other securities | — | — | $262K | 3.1% | |
| EuroPacific Growth Fund | Other securities | — | — | $244K | 2.9% | |
| 2050 Target Date Retirement Fund | Other securities | — | — | $222K | 2.7% | |
| US Sustn Index Fund | Common Collective Trusts | — | — | $204K | 2.5% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $155K | 1.9% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $147K | 1.8% | |
| maturing through 2029 | Other securities | — | — | $137K | 1.6% | |
| American Funds: 2010 Target Date Retirement Fund | Mutual Funds | — | — | $128K | 1.5% | |
| 2055 Target Date Retirement Fund | Other securities | — | — | $120K | 1.4% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $118K | 1.4% | |
| Goldman Sachs Small Cap Value Insights Fund | Mutual Funds | — | — | $102K | 1.2% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $95K | 1.1% | |
| Emerging Markets Fund | Other securities | — | — | $92K | 1.1% | |
| Balanced Fund | Other securities | — | — | $89K | 1.1% | |
| 2060 Target Date Retirement Fund | Other securities | — | — | $82K | 1.0% | |
| 2065 Target Date Retirement Fund | Other securities | — | — | $71K | 0.9% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $63K | 0.8% | |
| 2015 Target Date Retirement Fund | Other securities | — | — | $30K | 0.4% | |
| American Century: Mid Cap Value Fund | Other securities | — | — | $26K | 0.3% | |
| PIMCO Diversified Income Fund | Mutual Funds | — | — | $21K | 0.2% | |
| International Index Fund | Common Collective Trusts | — | — | $12K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $11K | 0.1% | |
| Hartford International Multi-Cap Value Fund | Other securities | — | — | $6K | <0.1% | |
| Sust Bond Index Fund | U.S. Treasuries | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
