Back to filter
Original filing (PDF)20250708134605NAL0002723715001
NOBIS ENGINEERING, INC.
Form 5500
FILING_RECEIVED
NOBIS ENGINEERING 401(K) PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
96
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOBIS ENGINEERING, INC..
Plan sponsor
Name
NOBIS ENGINEERING, INC.
EIN
02-0433409
Address
18 CHENELL DRIVE · CONCORD, NH · 033018537
Phone
(603) 224-4182
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
14 direct securities · 18 pooled funds· $17.1M(100% of reported assets)
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.
Uncategorized
$9.0M
14 holdings
Common Collective Trust
$5.3M
12 holdings
Pooled Separate Account
$2.8M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Pl Fund " | — | — | — | $2.5M | 15.2% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $2.2M | 13.5% | |
| American Funds Washington Mutual R6 Fund " | — | — | — | $1.5M | 8.8% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $1.3M | 8.1% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| Vanguard Mid Cap Index Ins Fund " | — | — | — | $771K | 4.7% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund " | — | — | — | $762K | 4.6% | |
| American Funds American Balanced R6 Fund Mutual fund | — | — | — | $736K | 4.5% | |
| Capital Group EuroPacific Growth SA Fund Pooled separate account | — | — | — | $720K | 4.4% | |
| FUTUREFUNDS SERIES ACCT II OF GWLA EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $720K | 4.4% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $470K | 2.9% | |
| Vanguard FTSE Social Index I Fund " | — | — | — | $401K | 2.4% | |
| Vanguard Small Cap Index Instl Fund " | — | — | — | $333K | 2.0% | |
| EI Fixed Account Guaranteed investment contract | — | — | — | $324K | 2.0% | |
| Vanguard Total Bond Market Index Inst Fund " | — | — | — | $321K | 2.0% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $247K | 1.5% | |
| Vanguard Total Intl Stock Index Instl Fund " | — | — | — | $239K | 1.5% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $206K | 1.3% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $204K | 1.2% | |
| T. Rowe Price Integrated US Small Growth Equity I Fund " | — | — | — | $151K | 0.9% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $132K | 0.8% | |
| VICTORY SMALL CAP VALUE COLLECTV 75 THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $128K | 0.8% | |
| Nuveen Real Estate Securities R6 Fund " | — | — | — | $128K | 0.8% | |
| Empower Secure Foundation Balance Inst Fund " | — | — | — | $127K | 0.8% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $120K | 0.7% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $53K | 0.3% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $53K | 0.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $33K | 0.2% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $14K | <0.1% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRU IFX EASYPATH BAL PRUDENTIAL RETIREMENT INSURANCE · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $0 | <0.1% |