Back to filter
Original filing (PDF)20250708070539NAL0010541666001
NARDONE ELECTRICAL CORPORATION
Form 5500
FILING_RECEIVED
NARDONE ELECTRICAL CORPORATION 401K PLAN
401(k) retirement plan
Active participants
169
Accounts w/ balance
173
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NARDONE ELECTRICAL CORPORATION.
Plan sponsor
Name
NARDONE ELECTRICAL CORPORATION
EIN
04-2951662
Address
160 OLYMPIA AVENUE · WOBURN, MA · 01801
Phone
(781) 935-2727
Industry
Electrical Contractors· Constructionsee 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
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MAMACOS BYSIEWICZ & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS LLC | — | — | FIDUCIARY ADVISOR AND TPA | $18K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | — | ADVISORS BROKER DEALER | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAMACOS BYSIEWICZ AND ASSOCIATES | — | NEWTON, MA | AUDITOR | $7K | — |
Investments
33 direct securities · 1 pooled fund· $7.0M(98% 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
$7.0M
33 holdings
Common Collective Trust
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2030 INSTL PREM | — | — | — | $1.5M | 21.3% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2050 INSTL PREM | — | — | — | $958K | 13.4% | |
| FIDELITY ADVISORS FIDELITY 500 INDEX | — | — | — | $613K | 8.6% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2035 INSTL PREM | — | — | — | $453K | 6.4% | |
| JP MORGAN JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $437K | 6.1% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2040 INSTL PREM | — | — | — | $364K | 5.1% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2055 INSTL PREM | — | — | — | $354K | 5.0% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2045 INSTL PREM | — | — | — | $340K | 4.8% | |
| FIDELITY ADVISORS FIDELITY ADVISOR STRATEGIC INCOME Z | — | — | — | $285K | 4.0% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2065 INSTL PREM | — | — | — | $269K | 3.8% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2060 INSTL PREM | — | — | — | $243K | 3.4% | |
| FIDELITY ADVISORS FIDELITY FREEDOM INDEX 2025 INSTL PREM | — | — | — | $161K | 2.3% | |
| PIMCO, LLC PIMCO TOTAL RETURN INSTL | — | — | — | $146K | 2.0% | |
| MFS INVESTMENT MANAGEMENT MFS MID CAP GROWTH R6 | — | — | — | $130K | 1.8% | |
| FIDELITY ADVISORS FIDELITY SMALL CAP INDEX | — | — | — | $129K | 1.8% | |
| PIMCO, LLC PIMCO REAL RETURN INSTL | — | — | — | $116K | 1.6% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% | — | — | — | $102K | 1.4% | |
| PGIM INVESTMENTS PGIM HIGH-YIELD R6 | — | — | — | $93K | 1.3% | |
| FIDELITY ADVISORS FIDELITY TOTAL INTERNATIONAL INDEX | — | — | — | $83K | 1.2% | |
| FIDELITY ADVISORS FIDELITY MID CAP INDEX | — | — | — | $44K | 0.6% | |
| FIDELITY ADVISORS FIDELITY US BOND INDEX | — | — | — | $28K | 0.4% | |
| PGIM INVESTMENTS PGIM GLOBAL REAL ESTATE R6 | — | — | — | $23K | 0.3% | |
| CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $15K | 0.2% | |
| CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS NEW WORLD R6 | — | — | — | $11K | 0.2% | |
| FIDELITY ADVISORS FIDELITY ADVISOR INTERNATIONAL CAP APP Z | — | — | — | $10K | 0.1% | |
| GOLDMAN SACHS STABLE VALUE INV CL 1 GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $7K | 0.1% | |
| BRANDYWINE GLOBAL INVESTMENT MGMT BRANDYWINEGLOBAL - GLOBAL OPPS BOND IS | — | — | — | $6K | <0.1% | |
| MFS INVESTMENT MANAGEMENT MFS INTERNATIONAL INTRINSIC VALUE R6 | — | — | — | $6K | <0.1% | |
| CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $6K | <0.1% | |
| MFS INVESTMENT MANAGEMENT MFS VALUE FUND CLASS R6 | — | — | — | $4K | <0.1% | |
| CAPITAL RESEARCH AND MANAGEMENT CO. AMERICAN FUNDS CAPITAL WORLD G/I R6 | — | — | — | $4K | <0.1% | |
| COLUMBIA MANAGEMENT ADVISORS COLUMBIA DIVIDEND OPPORTUNITY INSTL 3 | — | — | — | $2K | <0.1% | |
| TOUCHSTONE INVESTMENTS TOUCHSTONE SMALL COMPANY R6 | — | — | — | $1K | <0.1% | |
| VICTORY CAPITAL MANAGEMENT VICTORY INTEGRITY SMALL-CAP VALUE R6 | — | — | — | $1K | <0.1% |
Related plans
Other plans using RPW SOLUTIONS LLC
MERCURY SYSTEMS, INC.
MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST
$475.6M · 2,246 participants
CENVEO WORLDWIDE LIMITED
CENVEO WORLDWIDE LIMITED PENSION PLAN
$155.8M · 171 participants
KENS FOODS, INC
KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN
$124.4M · 1,651 participants
DOWNS RACHLIN MARTIN PLLC
DOWNS RACHLIN MARTIN RETIREMENT PLAN
$119.6M · 129 participants
POLAR CORP.
POLAR BEVERAGES RETIREMENT PLAN
$102.4M · 1,905 participants
RIEMER & BRAUNSTEIN LLP
RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN
$87.6M · 146 participants
Similar-size Electrical Contractors plans
ELLSWORTH ELECTRIC, INC.
ELLSWORTH ELECTRIC, INC. RETIREMENT PLAN
$7.1M · 103 participants
CIRCLE ELECTRIC, INC.
CIRCLE ELECTRIC, INC. 401(K) PLAN
$7.1M · 54 participants
INDUSTRIAL CONTROLS OF OKLAHOMA, INC
INDUSTRIAL CONTROLS OF OK PROFIT SHARING PLAN
$7.1M · 73 participants
CBF, INC.
CBF, INC. 401K PLAN
$7.1M · 46 participants
ENERTECH ELECTRICAL, INC.
ENERTECH ELECTRICAL, INC. RETIREMENT PLAN
$7.1M · 47 participants
BOARD OF TRUSTEES, SHASTA-BUTTE ELECTRICAL WORKERS
SHASTA-BUTTE ELECTRICAL WORKERS PENSION PLAN
$7.1M
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B