What public Form 5500 filings show about the NCCI Holdings, Inc. 401(k) plan — and how to find and check your own account.
NCCI Holdings, Inc. (EIN 52-2225042) reports NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $505.8M in plan assets across 848 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full NCCI Holdings, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your NCCI Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HERITAGE INVESTMENT GROUP, KENNON-GREEN &, CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, SIGNATURE INVESTMENT ADVISORS, MARCUM LLP.
