How big is NEI General Contracting, Inc.'s plan?

NEI General Contracting, Inc.'s plan reported $21.8M in assets and 181 participants for 2024.

Original filing (PDF)20251006122348NAL0002053123001

NEI General Contracting, Inc.

Name: NEI General Contracting, Inc. — NEI General, Form 5500 (2024)
Creator: NEI General Contracting, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

NEI General Contracting, Inc. 401(k) Plan

401(k) retirement plan · NEI General Contracting, Inc.'s NEI General Contracting, Inc. 401(k) Plan held $21.8M in plan assets for 181 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

181

Accounts w/ balance

191

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Josef Rettman signed NEI General Contracting, Inc.'s 2024 Form 5500 as plan administrator.

Josef Rettman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NEI General Contracting, Inc.'s EIN is 04-3409881.

EIN 04-3409881

Plan number 001

Plan year 2024

ACK ID 20251006122348NAL0002053123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NEI General Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NEI General Contracting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEI GENERAL CONTRACTING, INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 50K (2% of contributions).

Plan sponsor

Name

NEI GENERAL CONTRACTING, INC.

EIN

all filings

Address

27 PACELLA PARK DRIVE · RANDOLPH, MA · 02368

Phone

(781) 356-7666

Industry

Construction

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$14K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC

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.

Mutual Funds

$14.8M

25 holdings

Other securities

$3.9M

12 holdings

Common Collective Trusts

$2.7M

1 holding

Bonds / Notes

$356K

1 holding

Pooled Separate Account

$104K

1 holding

Common Stocks

$3K

1 holding

					% of plan
Fidelity Total Market Index	Common Collective Trusts	—	—	$2.7M	12.1%
Putnam Dynamic Asset Alloc Growth R6	Mutual Funds	—	—	$1.7M	7.9%
Putnam Dynamic Asset Allocation Bal R6	Mutual Funds	—	—	$1.7M	7.6%
Fidelity Advisor New Insights Fund	Mutual Funds	—	—	$1.2M	5.3%
American Funds American Funds New Perspective Fund	Mutual Funds	—	—	$1.1M	5.2%
Great Gray Great Gray Trust American Funds 2045	Mutual Funds	—	—	$1.1M	4.9%
Great Gray Great Gray Trust American Funds 2030	Mutual Funds	—	—	$940K	4.3%
Empower Investments Empower Investments Fixed Account	Other securities	—	—	$935K	4.3%
Great Gray Great Gray Trust American Funds 2035	Mutual Funds	—	—	$778K	3.6%
Great Gray Great Gray Trust American Funds 2025	Mutual Funds	—	—	$734K	3.4%
Putnam Global Technology R6	Mutual Funds	—	—	$686K	3.1%
Janus Henderson Janus Henderson Enterprise Fund	Mutual Funds	—	—	$673K	3.1%
DFA Diversified Fixed Income Instl	Mutual Funds	—	—	$653K	3.0%
Columbia Contrarian Core Instl	Other securities	—	—	$466K	2.1%
American Funds American Funds Cap Inc Bldr Fund	Mutual Funds	—	—	$464K	2.1%
American Century American Century Value Fund R6	Other securities	—	—	$443K	2.0%
Great Gray Great Gray Trust American Funds 2050	Mutual Funds	—	—	$437K	2.0%
Janus Henderson Janus Henderson Triton Fund	Mutual Funds	—	—	$427K	2.0%
Vaneck Intl Investors Gold Y	Other securities	—	—	$426K	1.9%
Putnam Dynamic Asset Allocation Con R6	Mutual Funds	—	—	$405K	1.9%
Great Gray Great Gray Trust American Funds 2040	Mutual Funds	—	—	$403K	1.8%
AB Global AB Global Bond Fund	Other securities	—	—	$395K	1.8%
Participant Loans 4.25% - 9.50% - 0 -	Bonds / Notes	—	—	$356K	1.6%
Great Gray Great Gray Trust American Funds 2060	Mutual Funds	—	—	$320K	1.5%
Great Gray Great Gray Trust American Funds 2055	Mutual Funds	—	—	$313K	1.4%
Victory Sycamore Victory Sycamore Est Value Fund	Other securities	—	—	$279K	1.3%
Invesco Oppenheimer International GR Fund	Mutual Funds	—	—	$205K	0.9%
Columbia Threadneedle Columbia Overseas Value Fund	Other securities	—	—	$198K	0.9%
Blackrock Health Sciences Opps Instl	Other securities	—	—	$198K	0.9%
American Funds American Funds New World R6	Mutual Funds	—	—	$195K	0.9%
Davis Financial A	Other securities	—	—	$180K	0.8%
PGIM US Real Estate R6	Other securities	—	—	$151K	0.7%
PGIM QMA Small-Cap Value R6	Other securities	—	—	$148K	0.7%
MFS Emerging Markets Debt Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$83K	0.4%
American Century American Century Mid Cap Value R6	Other securities	—	—	$78K	0.4%
Pimco Income Instl	Mutual Funds	—	—	$73K	0.3%
MFS Utilities Fund	Mutual Funds	—	—	$55K	0.3%
Great Gray Great Gray Trust American Funds 2065	Mutual Funds	—	—	$53K	0.2%
Goldman Sachs Goldman Sachs Growth & Inc Strata R6	Common Stocks	—	—	$3K	<0.1%