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Original filing (PDF)20250721113345NAL0001809440001

NITSCH ENGINEERING, INC

Form 5500
FILING_RECEIVED
NITSCH ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
153
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
201 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NITSCH ENGINEERING, INC.
Plan sponsor
Name
NITSCH ENGINEERING, INC
EIN
04-3063185
Address
2 CENTER PLAZA SUITE 430 · BOSTON, MA · 02108
Phone
(617) 338-0063
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
2025-07-21
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY OGREENWOOD VILLAGE, CORECORDKEEPER$541
Other
1
NameEINLocationRelationDirect compIndirect comp
ACEC RETIREMENT TRUSTROSWELL, GAOTHER$35K

Investments

192 direct securities · 15 pooled funds· $20.7M(79% 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.

Pooled Separate Account
$9.3M
5 holdings
Common Collective Trust
$6.3M
10 holdings
Uncategorized
$5.1M
192 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
LARGE CAP GROWTH/JENNISON FUND
EMPOWER ANNUTIY INSURANCE COMPANY · EIN 06-1050034 / PN 408
Pooled Separate Account
$3.8M14.5%
FIDELITY FREEDOM BLEND 2030 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091
Common Collective Trust
$2.6M9.9%
CAPITAL GROUP EUROPACIFIC GROWTH
EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 661
Pooled Separate Account
$1.9M7.3%
MID CAP VALUE/ROBECO BOSTON PARTNER
EMPOWER ANNUTIY INSURANCE COMPANY · EIN 06-1050034 / PN 440
Pooled Separate Account
$1.9M7.0%
CORE PLUS BOND/PGIM FUND
EMPOWER ANNUTIY INSURANCE COMPANY · EIN 06-1050034 / PN 299
Pooled Separate Account
$1.7M6.5%
FIDELITY FREEDOM BLEND 2040 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093
Common Collective Trust
$1.1M4.0%
VICTORY SMALL CAP VALUE COLLECTIVE
THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008
Common Collective Trust
$548K2.1%
FIDELITY FREEDOM BLEND 2035 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 202
Common Collective Trust
$505K1.9%
FIDELITY FREEDOM BLEND 2045 COMMING
FIDELTY INVESTMENTS · EIN 20-4659714 / PN 094
Common Collective Trust
$358K1.4%
FIDELITY FREEDOM BLEND 2050 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095
Common Collective Trust
$346K1.3%
FIDELITY FREEDOM BLEND 2055 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113
Common Collective Trust
$281K1.1%
FIDELITY FREEDOM BLEND 2060 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147
Common Collective Trust
$272K1.0%
SPARTAN LARGE CAP VALUE INDEX POOL$247K0.9%
FIAM TARGET DATE BLUE CHIP GROWTH C$210K0.8%
FIAM EMERGING MARKETS OPPORTUNITIES$202K0.8%
FIDELITY FREEDOM BLEND 2025 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090
Common Collective Trust
$198K0.8%
FIAM TARGET DATE GOVERNMENT BOND IN$173K0.7%
FIAM TARGET DATE FIXED INCOME COMMI$168K0.6%
SPARTAN LARGE CAP VALUE INDEX POOL$144K0.5%
FIAM TARGET DATE 5+ YEAR INFLATION$137K0.5%
SPARTAN LARGE CAP GROWTH INDEX POOL$133K0.5%
FIAM TARGET DATE LARGE CAP STOCK CO$133K0.5%
FIAM TARGET DATE BLUE CHIP GROWTH C$122K0.5%
FIAM INTERNATIONAL EQUITY VALUE COM$122K0.5%
FIAM OVERSEAS COMMINGLED POOL$121K0.5%
FIAM INTERNATIONAL EQUITY GROWTH CO$121K0.5%
FIAM TARGET DATE CORPORATE BOND COM$111K0.4%
FIAM TARGET DATE LONG TERM TREASURY$109K0.4%
FIAM TARGET DATE INVESTMENT GRADE S$107K0.4%
FIAM EMERGING MARKETS OPPORTUNITIES$106K0.4%
FIAM INTL DEVMK BD A$102K0.4%
FIDELITY FREEDOM BLEND 2065 COMMING
FIDELITY INVESTMENTS · EIN 20-4659714 / PN 209
Common Collective Trust
$95K0.4%
FIAM TARGET DATE VALUE DISCOVERY CO$90K0.3%
FIAM TARGET DATE LARGE CAP STOCK CO$78K0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL$77K0.3%
FIAM INTERNATIONAL EQUITY VALUE COM$69K0.3%
FIAM OVERSEAS COMMINGLED POOL$68K0.3%
FIAM INTERNATIONAL EQUITY GROWTH CO$68K0.3%
FIAM SMALL CAP CORE POOL$66K0.3%
FIAM TARGET DATE VALUE DISCOVERY CO$52K0.2%
SPARTAN LARGE CAP VALUE INDEX POOL$52K0.2%
FIAM SELECT EMERGING MARKETS EQUITY$51K0.2%
SPARTAN LARGE CAP VALUE INDEX POOL$51K0.2%
FIAM TARGET DATE CANADA COMMINGLED$51K0.2%
FIAM TARGET DATE LONG TERM TREASURY$50K0.2%
SPARTAN INTERNATIONAL INDEX POOL A$46K0.2%
FIAM TARGET DATE BLUE CHIP GROWTH C$44K0.2%
FIAM TARGET DATE BLUE CHIP GROWTH C$43K0.2%
FIAM SELECT INTERNATIONAL SMALL CAP$42K0.2%
SPARTAN LARGE CAP VALUE INDEX POOL$41K0.2%
SPARTAN LARGE CAP VALUE INDEX POOL$40K0.2%
FIAM SMALL CAP CORE POOL$38K0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$38K0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$37K0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C$35K0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C$34K0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$30K0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$29K0.1%
FIAM TARGET DATE CANADA COMMINGLED$29K0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$28K0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$28K0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$27K0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$27K0.1%
FIAM SELECT EMERGING MARKETS EQUITY$27K0.1%
SPARTAN INTERNATIONAL INDEX POOL A$26K<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM$25K<0.1%
FIAM OVERSEAS COMMINGLED POOL$25K<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$25K<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM$24K<0.1%
FIAM OVERSEAS COMMINGLED POOL$24K<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$24K<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$22K<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$22K<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$22K<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$21K<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM$20K<0.1%
FIAM OVERSEAS COMMINGLED POOL$20K<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$20K<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$19K<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM$19K<0.1%
FIAM OVERSEAS COMMINGLED POOL -$19K<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$19K<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION-$19K<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$18K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$18K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$18K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$17K<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL$17K<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$15K<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN$15K<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$14K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$14K<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN$14K<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$14K<0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C$14K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$14K<0.1%
FIAM SMALL CAP CORE POOL$14K<0.1%
FIAM TARGET DATE FIXED INCOME COMMI$14K<0.1%
FIAM SMALL CAP CORE POOL$13K<0.1%
FIAM INTL DEVMK BD A$12K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$11K<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO$11K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$11K<0.1%
FIAM SMALL CAP CORE POOL$11K<0.1%
FIAM SMALL CAP CORE POOL$11K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$10K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$10K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$10K<0.1%
FIAM TARGET DATE CORPORATE BOND COM$10K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$9K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$9K<0.1%
FIAM TARGET DATE INVESTMENT GRADE S$9K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$9K<0.1%
FIAM TARGET DATE CORPORATE BOND COM$9K<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$9K<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$9K<0.1%
FIAM TARGET DATE INVESTMENT GRADE S$9K<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM$8K<0.1%
FIAM OVERSEAS COMMINGLED POOL -$8K<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$8K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$8K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$8K<0.1%
FIAM INTL DEVMK BD A$8K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$8K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$7K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$7K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$7K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$7K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$7K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$7K<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$6K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$6K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$6K<0.1%
SPARTAN COMMODITY INDEX POOL -$5K<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO$5K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$5K<0.1%
FIAM SMALL CAP CORE POOL$4K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$4K<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU$4K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$4K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$3K<0.1%
FIAM FLOATING RATE HIGH INCOME COMM$3K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$3K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$3K<0.1%
FUTUREFUNDS SERIES ACCOUNT II
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003
Pooled Separate Account
$3K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$3K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$3K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$2K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$2K<0.1%
SPARTAN COMMODITY INDEX POOL$2K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$2K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$2K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$2K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$2K<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU$2K<0.1%
FIAM TARGET DATE TREASURY BILL INDE$2K<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO$2K<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO$2K<0.1%
FIAM FLOATING RATE HIGH INCOME COMM$1K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$1K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$1K<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO$1K<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO$1K<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$880<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO$854<0.1%
SPARTAN COMMODITY INDEX POOL$717<0.1%
FIAM TARGET DATE TREASURY BILL INDE$706<0.1%
SPARTAN COMMODITY INDEX POOL$694<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU$630<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU$610<0.1%
SPARTAN COMMODITY INDEX POOL$563<0.1%
SPARTAN COMMODITY INDEX POOL -$545<0.1%
FIAM FLOATING RATE HIGH INCOME COMM$537<0.1%
FIAM FLOATING RATE HIGH INCOME COMM$520<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU$496<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION$491<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU$480<0.1%
FIAM FLOATING RATE HIGH INCOME COMM$423<0.1%
FIAM FLOATING RATE HIGH INCOME COMM$410<0.1%
SPARTAN COMMODITY INDEX POOL$398<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$395<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU$329<0.1%
FIAM FLOATING RATE HIGH INCOME COMM$261<0.1%
FIAM TARGET DATE TREASURY BILL INDE$243<0.1%
FIAM TARGET DATE TREASURY BILL INDE$236<0.1%
FIAM TARGET DATE TREASURY BILL INDE$193<0.1%
FIAM TARGET DATE TREASURY BILL INDE$188<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$186<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$179<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION$178<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION$172<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$145<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION$140<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$140<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION-$137<0.1%
FIAM TARGET DATE TREASURY BILL INDE$131<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$66<0.1%
FIAM EMERGING MARKETS COMMINGLED PO$0<0.1%
FIAM TARGET DATE SHORT CREDIT COMMI$0<0.1%
FIAM TARGET DATE SHORT CREDIT COMMI$0<0.1%
Showing top 200 of 207 investments by value.

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