Jessica Lystad signed New Directions Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Directions Technologies' EIN is 95-4405570.
Download the official 2024 Form 5500 (PDF) for New Directions Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Directions Technologies' 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Cash Reserves Federal Money Market Adm Money Market Fund | Mutual Funds | — | — | $3.3M | 13.6% | |
| Vanguard 500 Index Adml Mutual Fund | Common Collective Trusts | — | — | $3.2M | 13.3% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $1.9M | 7.9% | |
| Fidelity Select Software Mutual Fund | Mutual Funds | — | — | $1.4M | 5.5% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $1.3M | 5.5% | |
| AF Growth Fund of America R-6 Mutual Fund | Other securities | — | — | $1.2M | 4.8% | |
| Vanguard Mid Cap Index Adml Mutual Fund | Mutual Funds | — | — | $799K | 3.3% | |
| Vang Target Ret 2040 Inv Mutual Fund | Other securities | — | — | $780K | 3.2% | |
| Vang Target Ret 2030 Inv Mutual Fund | Other securities | — | — | $726K | 3.0% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $724K | 3.0% | |
| Vang Target Ret 2050 Inv Mutual Fund | Other securities | — | — | $683K | 2.8% | |
| Vang Target Ret 2060 Inv Mutual Fund | Other securities | — | — | $528K | 2.2% | |
| Vang Small Cap Growth Index Mutual Fund | Other securities | — | — | $525K | 2.1% | |
| American Century Heritage Mutual Fund | Other securities | — | — | $508K | 2.1% | |
| Vanguard Wellington Admiral Mutual Fund | Mutual Funds | — | — | $468K | 1.9% | |
| PIMCO High Yield Instl Mutual Fund | Mutual Funds | — | — | $466K | 1.9% | |
| American Century Global Gold Mutual Fund | Other securities | — | — | $433K | 1.8% | |
| Vanguard Target Retirement2020 Mutual Fund | Mutual Funds | — | — | $428K | 1.7% | |
| Vanguard Small Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $368K | 1.5% | |
| Vanguard Value Index Mutual Fund | Mutual Funds | — | — | $367K | 1.5% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $364K | 1.5% | |
| Vang Target Ret 2055 Inv Mutual Fund | Other securities | — | — | $357K | 1.5% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $350K | 1.4% | |
| Baron Real Estate Income Instl Mutual Fund | Other securities | — | — | $324K | 1.3% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $319K | 1.3% | |
| Various Bearing Interest * Participant Loans from 4.25% to 9.50% - | Bonds / Notes | — | — | $287K | 1.2% | |
| Fid Select Utilities Mutual Fund | Mutual Funds | — | — | $276K | 1.1% | |
| Vang Small Cap Value Index Mutual Fund | Other securities | — | — | $273K | 1.1% | |
| Van Shrt-Trm Inf-Prot Sec Idx Mutual Fund | Common Collective Trusts | — | — | $201K | 0.8% | |
| AF Europacific Growth Fund R-6 Mutual Fund | Other securities | — | — | $173K | 0.7% | |
| Vanguard Target Retirement Inc Mutual Fund | Mutual Funds | — | — | $160K | 0.7% | |
| ABRDN Emerging Markets Exchina Mutual Fund | Other securities | — | — | $137K | 0.6% | |
| Columbia Sel Mid Cap Value Mutual Fund | Other securities | — | — | $109K | 0.4% | |
| Vang Target Retirement 2065 Mutual Fund | Other securities | — | — | $99K | 0.4% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $66K | 0.3% | |
| Federated Hermes Intl SmallMid Mutual Fund | Other securities | — | — | $59K | 0.2% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
