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Original filing (PDF)20251006122348NAL0002053123001
NEI GENERAL CONTRACTING, INC.
Form 5500
FILING_RECEIVED
NEI GENERAL CONTRACTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
181
Accounts w/ balance
191
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEI GENERAL CONTRACTING, INC..
Plan sponsor
Name
NEI GENERAL CONTRACTING, INC.
EIN
04-3409881
Address
27 PACELLA PARK DRIVE · RANDOLPH, MA · 02368
Phone
(781) 356-7666
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
QRGA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $59K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
40 direct securities · 1 pooled fund· $21.8M(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
$21.7M
40 holdings
Pooled Separate Account
$104K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index | — | — | — | $2.7M | 12.1% | |
| Putnam Dynamic Asset Alloc Growth R6 | — | — | — | $1.7M | 7.9% | |
| Putnam Dynamic Asset Allocation Bal R6 | — | — | — | $1.7M | 7.6% | |
| Fidelity Advisor New Insights Fund | — | — | — | $1.2M | 5.3% | |
| American Funds American Funds New Perspective Fund | — | — | — | $1.1M | 5.2% | |
| Great Gray Great Gray Trust American Funds 2045 | — | — | — | $1.1M | 4.9% | |
| Great Gray Great Gray Trust American Funds 2030 | — | — | — | $940K | 4.3% | |
| Empower Investments Empower Investments Fixed Account | — | — | — | $935K | 4.3% | |
| Great Gray Great Gray Trust American Funds 2035 | — | — | — | $778K | 3.6% | |
| Great Gray Great Gray Trust American Funds 2025 | — | — | — | $734K | 3.4% | |
| Putnam Global Technology R6 | — | — | — | $686K | 3.1% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $673K | 3.1% | |
| DFA Diversified Fixed Income Instl | — | — | — | $653K | 3.0% | |
| Columbia Contrarian Core Instl | — | — | — | $466K | 2.1% | |
| American Funds American Funds Cap Inc Bldr Fund | — | — | — | $464K | 2.1% | |
| American Century American Century Value Fund R6 | — | — | — | $443K | 2.0% | |
| Great Gray Great Gray Trust American Funds 2050 | — | — | — | $437K | 2.0% | |
| Janus Henderson Janus Henderson Triton Fund | — | — | — | $427K | 2.0% | |
| Vaneck Intl Investors Gold Y | — | — | — | $426K | 1.9% | |
| Putnam Dynamic Asset Allocation Con R6 | — | — | — | $405K | 1.9% | |
| Great Gray Great Gray Trust American Funds 2040 | — | — | — | $403K | 1.8% | |
| AB Global AB Global Bond Fund | — | — | — | $395K | 1.8% | |
| Participant Loans 4.25% - 9.50% - 0 - | — | — | — | $356K | 1.6% | |
| Great Gray Great Gray Trust American Funds 2060 | — | — | — | $320K | 1.5% | |
| Great Gray Great Gray Trust American Funds 2055 | — | — | — | $313K | 1.4% | |
| Victory Sycamore Victory Sycamore Est Value Fund | — | — | — | $279K | 1.3% | |
| Invesco Oppenheimer International GR Fund | — | — | — | $205K | 0.9% | |
| Columbia Threadneedle Columbia Overseas Value Fund | — | — | — | $198K | 0.9% | |
| Blackrock Health Sciences Opps Instl | — | — | — | $198K | 0.9% | |
| American Funds American Funds New World R6 | — | — | — | $195K | 0.9% | |
| Davis Financial A | — | — | — | $180K | 0.8% | |
| PGIM US Real Estate R6 | — | — | — | $151K | 0.7% | |
| PGIM QMA Small-Cap Value R6 | — | — | — | $148K | 0.7% | |
| MFS Emerging Markets Debt Fund | — | — | — | $131K | 0.6% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $104K | 0.5% | |
| Great Gray Great Gray Trust American Funds 2020 | — | — | — | $83K | 0.4% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $78K | 0.4% | |
| Pimco Income Instl | — | — | — | $73K | 0.3% | |
| MFS Utilities Fund | — | — | — | $55K | 0.3% | |
| Great Gray Great Gray Trust American Funds 2065 | — | — | — | $53K | 0.2% | |
| Goldman Sachs Goldman Sachs Growth & Inc Strata R6 | — | — | — | $3K | <0.1% |
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