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Original filing (PDF)20251010121324NAL0008132209001
NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND, INC.
Form 5500
FILING_RECEIVED
NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND & AFFILIATES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
227
Accounts w/ balance
361
Plan assets (EOY)
$72.6M
Net assets (EOY)
$72.6M
How this plan invests
This plan
72 pooled trusts
Schedule D
72 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND, INC..
Plan sponsor
Name
NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND, INC.
EIN
04-3142739
Address
2310 WASHINGTON STREET · NEWTON LOWER FALLS, MA · 021621449
Phone
(607) 559-5042
Industry
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARDITO, TOSCANO & MCCOLLUM, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | ADVISOR | $28K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARDITO TOSCANO AND MCCOLLUM PC | — | NORTH ANDOVER, MA | ACCOUNTANT | $40K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | — | $36K | — |
| JOHNSON O'CONNOR FERON & CARUCCI LL | — | WAKEFIELD, MA | THIRD PARTY FEE | $22K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | — | $7K | — |
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | FAIRFIELD, MA | — | $0 | — |
Investments
72 pooled funds· $69.8M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $9.3M | 12.8% | |
| VNGRD WNDSR ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $8.8M | 12.2% | |
| PUTNAM LARGE CAP GROWTH FUND PUTNAM · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $6.4M | 8.8% | |
| ARTISAN INTL VAL INST ARTISAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $5.6M | 7.7% | |
| NUVEEN LIFECYCLE INDEX 2035 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $5.1M | 7.0% | |
| NW GENEVA SMCAPGR INST SVC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $4.6M | 6.4% | |
| VIC SYC ESTBLSHD VAL I VICTORY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $3.3M | 4.5% | |
| AMFDS NEW WLD R6 AMERICAN FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.3% | |
| VNGRD TTL STMKT INDX FD AS VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.2% | |
| NUVEEN LIFECYCLE INDEX 2030 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $2.3M | 3.2% | |
| NUVEEN LIFECYCLE INDEX 2050 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.6% | |
| STATE STREET BALANCED INDEX FUND STATE STREET · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2055 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| BAIRD COR PLS BD INST BAIRD FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2060 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| PIMCO INTL BDUSDLRHDGINST PIMCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| FID US BD INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1.0M | 1.4% | |
| TROWEPR BLUE CHIP GR T ROWE PRICE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $945K | 1.3% | |
| VNGRD FTSE SOC INDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $899K | 1.2% | |
| VNGRD TTL INTLSTKINDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $889K | 1.2% | |
| NUVEEN LIFECYCLE INDEX 2045 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $804K | 1.1% | |
| DFA US CORE EQ 2 INST DFA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $693K | 1.0% | |
| NUVEEN LIFECYCLE INDEX 2040 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $648K | 0.9% | |
| VNGRD 500 INDEX FD AS VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $621K | 0.9% | |
| NUVEEN LIFECYCLE INDEX 2025 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $545K | 0.8% | |
| VNGRD EMRG MKT STKINDXADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $497K | 0.7% | |
| COHENSTRS REALEST SEC INST COHEN & STEERS FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $325K | 0.4% | |
| VNGRD TRGT RTRMT 2035 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $258K | 0.4% | |
| FID INFL PRTCT BD INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $256K | 0.4% | |
| PRNCPL MDCAP R6 PRINCIPAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $232K | 0.3% | |
| DFA INTL LGCAP GR DFA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $220K | 0.3% | |
| VNGRD TRGT RTRMT 2055 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $201K | 0.3% | |
| NUVEEN LGCAP GROWTH INDEX FND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $183K | 0.3% | |
| VNGRD WLSLY INC ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $180K | 0.2% | |
| FED HRMS INST HIYLDBD INST FEDERATED HERMES · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $128K | 0.2% | |
| VNGRD AMCAP VAL INDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $126K | 0.2% | |
| DODGECOX INTL STK CLASS I DODGE & COX · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $120K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2065 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $93K | 0.1% | |
| BLKRK 80/20 TRGTALLOC INST BLACKROCK · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $87K | 0.1% | |
| VNGRD TAXMGD SMCAP ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $86K | 0.1% | |
| GDMNSCS CQCPTNRINTLOPPR R6 GOLDMAN SACHS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $74K | 0.1% | |
| FID EXTD MKT INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $72K | <0.1% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $66K | <0.1% | |
| LEGGM CLRBRDG LGCAP GR I LEGG MASON · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $66K | <0.1% | |
| VNGRD LT INVMT GRD ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $59K | <0.1% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO DFA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $54K | <0.1% | |
| PUB-JPM EMRG MKT EQ A JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $54K | <0.1% | |
| BARON OPPR INST BARON FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $51K | <0.1% | |
| VNGRD TTL INTL BD INX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $51K | <0.1% | |
| DBLINE TTL RTN BD N DOUBLELINE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $44K | <0.1% | |
| BAIRD AGGREGATE BD INST BAIRD FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $44K | <0.1% | |
| VNGRD INFO TECH INDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $42K | <0.1% | |
| FID INTMD TRSRY BD INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $41K | <0.1% | |
| VNGRD TRGT RTRMT 2045 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $40K | <0.1% | |
| DFA US SMCAP INST DFA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $30K | <0.1% | |
| VNGRD TRGT RTRMT 2030 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $30K | <0.1% | |
| FID REALEST INDX FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $28K | <0.1% | |
| BLKRK STRAT INC OPPR I BLACKROCK · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $28K | <0.1% | |
| VNGRD REALEST INDX ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $27K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2020 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $24K | <0.1% | |
| FIDADV CHINA REG INST FIDELITY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $24K | <0.1% | |
| FED HRMS GOV OBLGTNS PRMR FEDERATED HERMES · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $22K | <0.1% | |
| GDMNSCS INSMCPINSIGHT INST GOLDMAN SACHS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% | |
| FED HRMS SHINTDTLRTBD INST FEDERATED HERMES · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| VNGRD TRGT RTRMT 2060 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| VNGRD GNMA ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| COL CONV SEC INST2 COLUMBIA · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VNGRD TTL BND MKT LDX ADM VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 FUND NUVEEN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $385 | <0.1% | |
| VNGRD TRGT RTRMT 2050 INV VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $260 | <0.1% | |
| JPM EQ INC R5 JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $101 | <0.1% | |
| VNGRD INTL GR ADML VANGUARD · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $20 | <0.1% |