Back to filter
Original filing (PDF)20250924082731NAL0002916499001
NOVA BIOMEDICAL CORPORATION
Form 5500
FILING_RECEIVED
NOVA EMPLOYEE SAVINGS TRUST (N.E.S.T.)
401(k) retirement plan
Active participants
1,260
Accounts w/ balance
1,503
Plan assets (EOY)
$180.2M
Net assets (EOY)
$180.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
23 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVA BIOMEDICAL CORPORATION.
Plan sponsor
Name
NOVA BIOMEDICAL CORPORATION
EIN
04-2592580
Address
200 PROSPECT STREET · WALTHAM, MA · 02454
Phone
(781) 647-3700
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$77K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $44K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISOR | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
21 direct securities · 15 pooled funds· $115.7M(64% 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.
Common Collective Trust
$63.0M
15 holdings
Uncategorized
$52.7M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $9.6M | 5.3% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2030 COMMINGLED POOL (extraction pending)] | — | — | — | $8.9M | 5.0% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $8.9M | 5.0% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2025 COMMINGLED POOL (extraction pending)] | — | — | — | $8.0M | 4.4% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $8.0M | 4.4% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2035 COMMINGLED POOL (extraction pending)] | — | — | — | $7.9M | 4.4% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $7.9M | 4.4% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $6.6M | 3.7% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2020 COMMINGLED POOL (extraction pending)] | — | — | — | $5.9M | 3.3% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $5.9M | 3.3% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2050 COMMINGLED POOL (extraction pending)] | — | — | — | $4.0M | 2.2% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $4.0M | 2.2% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $4.0M | 2.2% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2055 COMMINGLED POOL (extraction pending)] | — | — | — | $3.8M | 2.1% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $3.8M | 2.1% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2060 COMMINGLED POOL (extraction pending)] | — | — | — | $2.6M | 1.5% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $2.6M | 1.5% | |
| FIAM INTERNATIONAL EQUITY VALUE COM | — | — | — | $1.9M | 1.1% | |
| FIAM OVERSEAS COMMINGLED POOL - | — | — | — | $1.9M | 1.1% | |
| FIAM INTERNATIONAL EQUITY GROWTH CO | — | — | — | $1.9M | 1.1% | |
| FIAM INTERNATIONAL EQUITY VALUE COM | — | — | — | $1.2M | 0.7% | |
| FIAM OVERSEAS COMMINGLED POOL - | — | — | — | $1.2M | 0.7% | |
| FIAM INTERNATIONAL EQUITY GROWTH CO | — | — | — | $1.2M | 0.7% | |
| FIAM TARGET DATE CANADA COMMINGLED | — | — | — | $722K | 0.4% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2015 COMMINGLED POOL (extraction pending)] | — | — | — | $606K | 0.3% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $606K | 0.3% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $605K | 0.3% | |
| FIAM TARGET DATE CANADA COMMINGLED | — | — | — | $440K | 0.2% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM 2010 COMMINGLED POOL (extraction pending)] | — | — | — | $302K | 0.2% | |
| FID FRDM 2010 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $302K | 0.2% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INCOME COMMINGLED POOL (extraction pending)] | — | — | — | $132K | <0.1% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $132K | <0.1% | |
| FIAM INSTITUTIONAL CASH COMMINGLED | — | — | — | $27K | <0.1% | |
| FIAM INSTITUTIONAL CASH COMMINGLED | — | — | — | $13K | <0.1% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM PLUS 2065 COMMINGLED POOL | — | — | — | $3K | <0.1% | |
| FID FRDM 2070 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 209 | Common Collective Trust | — | — | $3K | <0.1% |