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Original filing (PDF)20251015093816NAL0004468273001
NEW ENGLAND YANKEE CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
NEW ENGLAND YANKEE CONSTRUCTION, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
110
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ENGLAND YANKEE CONSTRUCTION, LLC.
Plan sponsor
Name
NEW ENGLAND YANKEE CONSTRUCTION, LLC
EIN
06-1486844
Address
34 HIGH STREET · WEST HAVEN, CT · 06516
Phone
(203) 284-9972
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE INNOVATIVE CPA GROUP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities· $2.4M(97% of reported assets)
Uncategorized
$2.1M
26 holdings
Mutual Funds
$288K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S * American Funds The Investment Company Of America R2 5,038.183 | Mutual Funds | — | — | $288K | 11.7% | |
| American Funds American Mutual Fund R2 4,445.067 | — | — | — | $241K | 9.9% | |
| American Funds Fundamental Investors R2 2,979.616 | — | — | — | $238K | 9.7% | |
| American Funds American Balanced Fund R2 6,076.526 | — | — | — | $207K | 8.4% | |
| American Funds New World Fund R2 1,879.028 | — | — | — | $138K | 5.6% | |
| American Funds 2040 Target Date Fund R2 6,824.732 | — | — | — | $135K | 5.5% | |
| American Funds 2055 Target Date Fund R2 4,525.122 | — | — | — | $115K | 4.7% | |
| American Funds 2050 Target Date Fund R2 5,436.283 | — | — | — | $110K | 4.5% | |
| American Funds New Perspective Fund R2 1,874.726 | — | — | — | $109K | 4.4% | |
| American Funds 2030 Target Date Fund R2 5,902.883 | — | — | — | $99K | 4.0% | |
| MONEY MARKET FUND * American Funds U.S. Government Money Market R2 | — | — | $80K | $80K | 3.2% | |
| American Funds Growth Portfolio R2 3,217.621 | — | — | — | $78K | 3.2% | |
| American Funds 2060 Target Date Fund R2 4,405.659 | — | — | — | $77K | 3.1% | |
| American Funds 2045 Target Date Fund R2 3,398.136 | — | — | — | $69K | 2.8% | |
| American Funds 2035 Target Date Fund R2 446.229 | — | — | — | $63K | 2.6% | |
| American Funds The Income Fund Of America R2 2,104.538 | — | — | — | $51K | 2.1% | |
| American Funds The Growth Fund Of America R2 689.265 | — | — | — | $46K | 1.9% | |
| American Funds Capital Income Builder R2 599.653 | — | — | — | $41K | 1.7% | |
| American Funds Growth And Income Portfolio R2 1,963.086 | — | — | — | $37K | 1.5% | |
| American Funds Global Growth Portfolio R2 1,620.591 | — | — | — | $35K | 1.4% | |
| American Funds US Government Securities Fund R2 2,975.142 | — | — | — | $35K | 1.4% | |
| American Funds 2065 Target Date Fund R2 1,701.470 | — | — | — | $29K | 1.2% | |
| American Funds 2025 Target Date Fund R2 1,176.615 | — | — | — | $17K | 0.7% | |
| American Funds Washington Mutual Investors Fund R2 238.020 | — | — | — | $14K | 0.6% | |
| American Funds 2015 Target Date Fund R2 630.171 | — | — | — | $8K | 0.3% | |
| American Funds 2010 Target Date Fund R2 436.477 | — | — | — | $5K | 0.2% | |
| American Funds Intermediate Bond Fund Of America R2 350.716 | — | — | — | $4K | 0.2% |
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