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Original filing (PDF)20251015090843NAL0002063587001
NOURIA ENERGY CORPORATION
Form 5500
FILING_RECEIVED
NOURIA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure58% in single holding
Active participants
2,140
Accounts w/ balance
440
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "[DFE: MFS MID CAP VALUE FUND (extraction pending)]" is 58% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOURIA ENERGY CORPORATION.
Plan sponsor
Name
NOURIA ENERGY CORPORATION
EIN
04-3453446
Address
326 CLARK STREET · WORCESTER, MA · 01606
Phone
(508) 762-3700
Industry
Wholesale Tradesee 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
2025-10-15
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
TONNESON & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | CONSULTANT | $20K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| H&H RETIREMENT SERVICES, INC. | 20-0346540 | — | NONE | $20K | — |
| H&H INVESTMENT SERVICES, INC. | 06-1461865 | — | NONE | $12K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
1 direct security · 4 pooled funds· $1.6M(8% 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.
Common Collective Trust
$1.6M
4 holdings
Uncategorized
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $918K | 4.7% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $617K | 3.2% | |
| GALLIARD STABLE RETURN FUND CORE | — | — | $51K | $45K | 0.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $45K | 0.2% | |
| METLIFE GIC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |