Manuel Castaneda signed Nutrition Fundamental, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nutrition Fundamental, Inc.'s EIN is 95-4648731.
Download the official 2024 Form 5500 (PDF) for Nutrition Fundamental, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nutrition Fundamental, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANELY SMITH BARNEY | — | IRVINE, CA |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $714K | 19.6% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $395K | 10.9% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $245K | 6.7% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $216K | 5.9% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $209K | 5.7% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $198K | 5.4% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $167K | 4.6% | |
| JPMORGAN EQ INC - A | Registered Investment Companies | — | — | $163K | 4.5% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $153K | 4.2% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $131K | 3.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $129K | 3.5% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $114K | 3.1% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $113K | 3.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $111K | 3.0% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $106K | 2.9% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $80K | 2.2% | |
| JOHN HANCOCK INTL GROWTH R2 | Registered Investment Companies | — | — | $70K | 1.9% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $70K | 1.9% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $41K | 1.1% | |
| COLUMBIA OVERSEAS VALUE A | Registered Investment Companies | — | — | $36K | 1.0% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $36K | 1.0% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $17K | 0.5% | |
| AMF 2065 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $14K | 0.4% | |
| GOLDMAN EMERG MKT EQUITY A | Registered Investment Companies | — | — | $8K | 0.2% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
