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Original filing (PDF)20250731080401NAL0002429011001
NATIONAL FIELD REPRESENTATIVES, LLC.
Form 5500
FILING_RECEIVED
NATIONAL FIELD REPRESENTATIVES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
170
Accounts w/ balance
210
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
27 pooled trusts
Schedule D
48 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 (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL FIELD REPRESENTATIVES, LLC..
Plan sponsor
Name
NATIONAL FIELD REPRESENTATIVES, LLC.
EIN
02-0451448
Address
P.O. BOX 1440 · CLAREMONT, NH · 03743
Phone
(603) 543-1000
Industry
Real Estatesee 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
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
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
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $9K | — |
Investments
25 direct securities · 27 pooled funds· $18.2M(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
$9.3M
25 holdings
Pooled Separate Account
$8.9M
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Ret Opt | — | — | — | $1.3M | 14.4% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $1.3M | 14.4% | |
| American Funds 2030 Target Date Retirement Ret Opt | — | — | — | $1.1M | 11.3% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.1M | 11.3% | |
| American Funds 2035 Target Date Retirement Ret Opt | — | — | — | $984K | 10.5% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $984K | 10.5% | |
| American Funds 2025 Target Date Retirement Ret Opt | — | — | — | $887K | 9.5% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $887K | 9.5% | |
| Transamerica Life Ins Co American Fds Gr Fd Amer Ret Opt | — | — | — | $601K | 6.4% | |
| FRANKLIN GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $601K | 6.4% | |
| American Funds 2045 Target Date Retirement Ret Opt | — | — | — | $453K | 4.8% | |
| Transamerica Life Ins Co Transamerica OT 2045 Amer Fd | — | — | — | $453K | 4.8% | |
| BROWN CPITAL MANAGEMENT SM CO OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $453K | 4.8% | |
| Transamerica Life Ins Co Transamerica OT 2055 Amer Fd | — | — | — | $440K | 4.7% | |
| GOLDMAN SACHS INC BUILDER RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $440K | 4.7% | |
| Transamerica Life Ins Co Transamerica Ptnr Stock Idx Rt Opt | — | — | — | $417K | 4.5% | |
| JPMORGAN INTL RSCH ENH EQ INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $417K | 4.5% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $386K | 4.1% | |
| participants through 2029 - | — | — | — | $386K | 4.1% | |
| Transamerica Life Ins Co Transamerica OT 2050 Amer Fd | — | — | — | $358K | 3.8% | |
| GOLDMAN SACHS INC BUILDER RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $358K | 3.8% | |
| CALVERT EQ PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $302K | 3.2% | |
| Invesco Global Ret Opt | — | — | — | $285K | 3.0% | |
| JPMORGAN EQ INDEX INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $285K | 3.0% | |
| American Funds Washington Mutual Investors Ret Opt | — | — | — | $269K | 2.9% | |
| FRANKLIN MTL SHARES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 235 | Pooled Separate Account | — | — | $269K | 2.9% | |
| American Funds 2020 Target Date Retirement Ret Opt | — | — | — | $247K | 2.6% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $247K | 2.6% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $170K | 1.8% | |
| FRANKLIN SMALL-MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $144K | 1.5% | |
| American Funds 2060 Target Date Retirement Ret Opt | — | — | — | $137K | 1.5% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $137K | 1.5% | |
| Transamerica Life Ins Co State Street Russell Sm cp Val Idx | — | — | — | $125K | 1.3% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $125K | 1.3% | |
| TRANSAMERICA SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $121K | 1.3% | |
| Transamerica Life Ins Co State Street S&P Md cp Idx Ret Opt | — | — | — | $117K | 1.3% | |
| INVESCO INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $117K | 1.3% | |
| Transamerica Life Ins Co Federated Hermes MDT Sm Cap Core | — | — | — | $112K | 1.2% | |
| PUTNAM DYNMC ASST ALLC BAL INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | — | — | $112K | 1.2% | |
| TA VANGUARD SM-CP VAL IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $111K | 1.2% | |
| American Funds 2015 Target Date Retirement Ret Opt | — | — | — | $88K | 0.9% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $88K | 0.9% | |
| Transamerica Life Insurance Company Interest Accumulation Account | — | — | — | $76K | 0.8% | |
| Aegon US High Yield Ret | — | — | — | $51K | 0.5% | |
| HARTFORD SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 727 | Pooled Separate Account | — | — | $51K | 0.5% | |
| Templeton Global Bond Ret Opt | — | — | — | $41K | 0.4% | |
| FRANKLIN BALANCE SHEET INV RET ACCT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $41K | 0.4% | |
| American Funds 2010 Target Date Retirement Ret Opt | — | — | — | $11K | 0.1% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $11K | 0.1% | |
| AMERICAN FDS WA MTL INVS RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $6K | <0.1% | |
| American Funds 2065 Target Date Retirement Ret Opt | — | — | — | $5K | <0.1% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $5K | <0.1% |