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Original filing (PDF)20251006114202NAL0003348993001
NETWORK ADJUSTERS, INCORPORATED
Form 5500
FILING_RECEIVED
NETWORK ADJUSTERS, INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
166
Accounts w/ balance
176
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
161 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETWORK ADJUSTERS, INCORPORATED.
Plan sponsor
Name
NETWORK ADJUSTERS, INCORPORATED
EIN
11-2999619
Address
850 FULTON STREET · FARMINGDALE, NY · 11735
Phone
(516) 747-6400
Industry
Finance & Insurancesee 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)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $46K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | ADVISOR | $42K | — |
| IRON CO FID COMPREHENSIVE | — | NORTHBROOK, IA | ADVISOR | $12K | — |
| AMERIPRISE FINANCIAL | 41-0973005 | MINNEAPOLIS, MN | ADVISOR | $0 | — |
Investments
139 direct securities· $28.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Fidelity 500 Index Fund - | — | — | — | $2.7M | 15.1% | |
| FID 500 INDX MUTUAL FUNDS | — | — | — | $2.7M | 15.1% | |
| Nationwide Life Insurance TIAA-CREF Lifecycle Index 2065 - | — | — | — | $1.3M | 7.1% | |
| Nationwide Life Insurance State Street Balanced Index Fund Class K - | — | — | — | $1.1M | 6.1% | |
| NW FIXED SELECT OPTION MUTUAL FUNDS | — | — | — | $823K | 4.7% | |
| Investment contract, at contract value - | — | — | — | $823K | 4.7% | |
| Nationwide Life Insurance Prudential Global Real Estate Z - 4 * Nationwide Life Insurance Putnam Large Cap Growth Fund Class Y - | — | — | — | $652K | 3.7% | |
| Nationwide Life Insurance Federated Institutional High Yield Bond Institutional - | — | — | — | $516K | 2.9% | |
| FED HRMS INST HIYLDBD INST MUTUAL FUNDS | — | — | — | $516K | 2.9% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | — | — | — | $430K | 2.4% | |
| Nationwide Life Insurance Goldman Sachs GQGPtnr International Opportunity - | — | — | — | $430K | 2.4% | |
| Nationwide Life Insurance Nationwide Loomis All Cap Gr R6 - | — | — | — | $420K | 2.4% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUNDS | — | — | — | $420K | 2.4% | |
| Nationwide Life Insurance Fidelity International Index Fund - | — | — | — | $419K | 2.4% | |
| FID INTL INDX MUTUAL FUNDS | — | — | — | $419K | 2.4% | |
| Nationwide Life Insurance Fidelity U.S. Bond Index Fund - | — | — | — | $384K | 2.2% | |
| FID US BD INDX MUTUAL FUNDS | — | — | — | $384K | 2.2% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | — | — | — | $377K | 2.1% | |
| Nationwide Life Insurance Dodge & Cox International Stock Fund - | — | — | — | $377K | 2.1% | |
| Nationwide Life Insurance TIAA-CREF Lifecycle Index 2035 - | — | — | — | $370K | 2.1% | |
| NUVEEN LIFECYCLE INDEX 2050 FUND - CLASS MUTUAL FUNDS | — | — | — | $365K | 2.1% | |
| NUVEEN LIFECYCLE INDEX 2030 FUND - CLASS MUTUAL FUNDS | — | — | — | $364K | 2.1% | |
| VNGRD WNDSR ADML MUTUAL FUNDS | — | — | — | $355K | 2.0% | |
| Nationwide Life Insurance Vanguard Windsor Fund Admiral Shares - | — | — | — | $355K | 2.0% | |
| Nationwide Life Insurance TIAA-CREF Lifecycle Index 2025 - | — | — | — | $335K | 1.9% | |
| AVNTS US LGCAP VAL INST MUTUAL FUNDS | — | — | — | $332K | 1.9% | |
| Nationwide Life Insurance Avantis U.S. Large Cap Value Fund Institutional Class - | — | — | — | $332K | 1.9% | |
| PGIM TTL RTN BD R6 MUTUAL FUNDS | — | — | — | $324K | 1.8% | |
| Nationwide Life Insurance Nuveen High Yield Income I - 6 * Nationwide Life Insurance PGIM Total Return Bond R6 - | — | — | — | $324K | 1.8% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | — | — | — | $310K | 1.8% | |
| Nationwide Life Insurance JPMorgan Small Cap Value R6 - 3 * Nationwide Life Insurance JPMorgan Large Cap Growth Fund Class R6 - | — | — | — | $310K | 1.8% | |
| VNGRD TTL STMKT INDX FD AS MUTUAL FUNDS | — | — | — | $299K | 1.7% | |
| Nationwide Life Insurance Vanguard Total Stock Market Index Admiral - | — | — | — | $299K | 1.7% | |
| Nationwide Life Insurance Invesco Oppenheimer Gr Y - 8 * Nationwide Life Insurance JPMorgan Equity Income R5 - | — | — | — | $284K | 1.6% | |
| JPM EQ INC R5 MUTUAL FUNDS | — | — | — | $284K | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2060 FUND - CLASS MUTUAL FUNDS | — | — | — | $270K | 1.5% | |
| NUVEEN LIFECYCLE INDEX 2055 FUND - CLASS MUTUAL FUNDS | — | — | — | $267K | 1.5% | |
| VIC SYC ESTBLSHD VAL I MUTUAL FUNDS | — | — | — | $242K | 1.4% | |
| Nationwide Life Insurance Victory Sycamore Established Value I - | — | — | — | $242K | 1.4% | |
| NUVEEN LIFECYCLE INDEX 2040 FUND - CLASS MUTUAL FUNDS | — | — | — | $215K | 1.2% | |
| Nationwide Life Insurance Nationwide Geneva Small Cap Gr Instl Svc - | — | — | — | $201K | 1.1% | |
| PIMCO REAL RTN INST MUTUAL FUNDS | — | — | — | $192K | 1.1% | |
| Nationwide Life Insurance Vanguard Target Retirement 2045 Inv - | — | — | — | $187K | 1.1% | |
| VNGRD TRGT RTRMT 2045 INV MUTUAL FUNDS | — | — | — | $187K | 1.1% | |
| Nationwide Life Insurance Diamond Hill Mid Cap Fund Class I - | — | — | — | $175K | 1.0% | |
| Nationwide Life Insurance MFS Research R4 - 8 * Nationwide Life Insurance MFS Mid Cap Growth Fund Class R6 - | — | — | — | $173K | 1.0% | |
| MFS MDCAP GR R6 MUTUAL FUNDS | — | — | — | $173K | 1.0% | |
| Notes receivable from participants - | — | — | — | $173K | 1.0% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 10.50% | — | — | — | $173K | 1.0% | |
| Nationwide Life Insurance Principal Global Real Estate R6 - | — | — | — | $172K | 1.0% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUNDS | — | — | — | $172K | 1.0% | |
| Nationwide Life Insurance BlackRock High Yield Portfolio K - | — | — | — | $168K | 1.0% | |
| Nationwide Life Insurance Legal & General Commodity Strategy Fund - Institutional Shares - | — | — | — | $150K | 0.8% | |
| VNGRD EXPLR ADML MUTUAL FUNDS | — | — | — | $140K | 0.8% | |
| Nationwide Life Insurance Vanguard Explorer Admiral - | — | — | — | $140K | 0.8% | |
| Nationwide Life Insurance BlackRock 80/20 Target Allocation Fund Class Institutional - | — | — | — | $139K | 0.8% | |
| BLKRK 80/20 TRGTALLOC INST MUTUAL FUNDS | — | — | — | $139K | 0.8% | |
| AMFDS NEW WLD R6 MUTUAL FUNDS | — | — | — | $129K | 0.7% | |
| Nationwide Life Insurance American Century Short Duration Inflation Protection Bond Fund R5 - 4 * Nationwide Life Insurance American Funds New World R6 - | — | — | — | $129K | 0.7% | |
| COHENSTRS REALEST SEC INST MUTUAL FUNDS | — | — | — | $128K | 0.7% | |
| Nationwide Life Insurance Cohen Steers Real Estate Securities I - | — | — | — | $128K | 0.7% | |
| Nationwide Life Insurance BlackRock Total Return K - | — | — | — | $115K | 0.6% | |
| BLKRK TTL RTN K MUTUAL FUNDS | — | — | — | $115K | 0.6% | |
| Nationwide Life Insurance T. Rowe Blue Chip Growth - | — | — | — | $105K | 0.6% | |
| Nationwide Life Insurance Avantis US Small Cap Value - | — | — | — | $93K | 0.5% | |
| AVNTS US SMCAP VAL INST MUTUAL FUNDS | — | — | — | $93K | 0.5% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUNDS | — | — | — | $86K | 0.5% | |
| Nationwide Life Insurance Federated Government Obligations Premier - | — | — | — | $86K | 0.5% | |
| AB GLBL BD Z MUTUAL FUNDS | — | — | — | $84K | 0.5% | |
| Nationwide Life Insurance AB Global Bond Fund Class Z - | — | — | — | $84K | 0.5% | |
| Nationwide Life Insurance TIAA-CREF Lifecycle Index 2045 - | — | — | — | $83K | 0.5% | |
| Nationwide Life Insurance TIAA-CREF Lifecycle Index 2020 - | — | — | — | $82K | 0.5% | |
| VNGRD TTL INTLSTKINDX ADML MUTUAL FUNDS | — | — | — | $80K | 0.5% | |
| Nationwide Life Insurance Vanguard Total International Stock Index Admiral - | — | — | — | $80K | 0.5% | |
| AMBCN INTL EQ R5 MUTUAL FUNDS | — | — | — | $80K | 0.5% | |
| Nationwide Life Insurance American Beacon International Equity Institutional - | — | — | — | $80K | 0.5% | |
| Nationwide Life Insurance Baird Core Plus Bond - | — | — | — | $78K | 0.4% | |
| BAIRD COR PLS BD INST MUTUAL FUNDS | — | — | — | $78K | 0.4% | |
| Nationwide Life Insurance Vanguard Total International Bond Index Admiral - | — | — | — | $76K | 0.4% | |
| VNGRD TTL INTL BD IDX ADML MUTUAL FUNDS | — | — | — | $76K | 0.4% | |
| DFA US LGCAP VAL INST MUTUAL FUNDS | — | — | — | $76K | 0.4% | |
| Nationwide Life Insurance DFA US Large Cap Value I - | — | — | — | $76K | 0.4% | |
| Nationwide Life Insurance DFA Emerging Markets Core Equity I - | — | — | — | $73K | 0.4% | |
| DFA US SMCAP INST MUTUAL FUNDS | — | — | — | $62K | 0.4% | |
| Nationwide Life Insurance DFA US Small Cap I - | — | — | — | $62K | 0.4% | |
| COL SEL LGCAP GR INST2 MUTUAL FUNDS | — | — | — | $62K | 0.4% | |
| DFA US TRGT VAL INST MUTUAL FUNDS | — | — | — | $61K | 0.3% | |
| Nationwide Life Insurance DFA US Target Value I - | — | — | — | $61K | 0.3% | |
| Nationwide Life Insurance BlackRock Strategic Income Opportunities I - | — | — | — | $54K | 0.3% | |
| BLKRK STRAT INC OPPR I MUTUAL FUNDS | — | — | — | $54K | 0.3% | |
| Nationwide Life Insurance Guggenheim Floating Rate Strategies Fund Institutional Class - | — | — | — | $52K | 0.3% | |
| GUGHM FLOTNG RT STRAT INST MUTUAL FUNDS | — | — | — | $52K | 0.3% | |
| Nationwide Life Insurance Vanguard Target Retirement 2035 Inv - | — | — | — | $51K | 0.3% | |
| VNGRD TRGT RTRMT 2035 INV MUTUAL FUNDS | — | — | — | $51K | 0.3% | |
| FID INFL PRTCT BD INDX MUTUAL FUNDS | — | — | — | $49K | 0.3% | |
| Nationwide Life Insurance Fidelity Inflation Protected Bond Index Fund - | — | — | — | $49K | 0.3% | |
| Nationwide Life Insurance Fidelity Blue Chip Growth K6 Fund - | — | — | — | $37K | 0.2% | |
| VNGRD TRGT RTRMT 2030 INV MUTUAL FUNDS | — | — | — | $34K | 0.2% | |
| Nationwide Life Insurance Vanguard Target Retirement 2030 Inv - | — | — | — | $34K | 0.2% | |
| Nationwide Life Insurance PIMCO Emerging Markets Local Currency and Bond Fund - | — | — | — | $32K | 0.2% | |
| PIMCO EMRGMKTLCLCRNBD INST MUTUAL FUNDS | — | — | — | $32K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2015 FUND - CL R6 MUTUAL FUNDS | — | — | — | $30K | 0.2% | |
| DFA GLBL REALEST SEC INST MUTUAL FUNDS | — | — | — | $28K | 0.2% | |
| Nationwide Life Insurance DFA Global Real Estate Securities Portfolio - | — | — | — | $28K | 0.2% | |
| ARTISAN INTL VAL INST MUTUAL FUNDS | — | — | — | $26K | 0.1% | |
| Nationwide Life Insurance AB Global Bond Fund Class I - 532 * Nationwide Life Insurance Artisan International Value Fund Institutional Class - | — | — | — | $26K | 0.1% | |
| VNGRD 500 INDEX FD AS MUTUAL FUNDS | — | — | — | $24K | 0.1% | |
| Nationwide Life Insurance Vanguard Wellesley Income Admiral - | — | — | — | $21K | 0.1% | |
| VNGRD WLSLY INC ADML MUTUAL FUNDS | — | — | — | $21K | 0.1% | |
| VNGRD GNMA ADML MUTUAL FUNDS | — | — | — | $20K | 0.1% | |
| Nationwide Life Insurance Vanguard GNMA Admiral - | — | — | — | $20K | 0.1% | |
| Nationwide Life Insurance PIMCO International Bond Institutional - | — | — | — | $18K | 0.1% | |
| PIMCO INTL BDUSDLRHDGINST MUTUAL FUNDS | — | — | — | $18K | 0.1% | |
| Nationwide Life Insurance Principal MidCap Value I Inst - | — | — | — | $18K | <0.1% | |
| PRNCPL MDCAP VAL I INST MUTUAL FUNDS | — | — | — | $18K | <0.1% | |
| DFA INTL LGCAP GR MUTUAL FUNDS | — | — | — | $17K | <0.1% | |
| Nationwide Life Insurance Aggregate SBDA Assets - 1 * Nationwide Life Insurance DFA International Large Cap Growth Portfolio - | — | — | — | $17K | <0.1% | |
| FIDADV EQ GR INST MUTUAL FUNDS | — | — | — | $17K | <0.1% | |
| Nationwide Life Insurance Fidelity Advisor Equity Growth I - | — | — | — | $17K | <0.1% | |
| Nationwide Life Insurance Vanguard Target Retirement 2060 Fund - | — | — | — | $14K | <0.1% | |
| VNGRD TRGT RTRMT 2060 INV MUTUAL FUNDS | — | — | — | $14K | <0.1% | |
| BRWNADV SUSTNBL GR INST MUTUAL FUNDS | — | — | — | $7K | <0.1% | |
| Nationwide Life Insurance Brown Advisory Sustainable Growth Fund Institutional Shares - | — | — | — | $7K | <0.1% | |
| Nationwide Life Insurance Principal MidCap Fund Class R6 - | — | — | — | $6K | <0.1% | |
| PRNCPL MDCAP R6 MUTUAL FUNDS | — | — | — | $6K | <0.1% | |
| Nationwide Life Insurance PGIM Total Return Bond Z - 13 * Nationwide Life Insurance PIMCO Commodity Real Return - | — | — | — | $6K | <0.1% | |
| PIMCOCOMDYREALRTNSTRATINST MUTUAL FUNDS | — | — | — | $6K | <0.1% | |
| Nationwide Life Insurance T. Rowe Real Estate - | — | — | — | $6K | <0.1% | |
| TROWEPR REALEST MUTUAL FUNDS | — | — | — | $6K | <0.1% | |
| Nationwide Life Insurance BlackRock Mid-Cap Growth Equity Portfolio Institutional - | — | — | — | $5K | <0.1% | |
| BLKRK MDCAP GR EQ INST MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| VNGRD TTL BND MKT LDX ADM MUTUAL FUNDS | — | — | — | $5K | <0.1% | |
| Nationwide Life Insurance Vanguard Total Bond Market Index Fund Admiral Shares - | — | — | — | $5K | <0.1% | |
| FED HRMS SHINTDTLRTBD INST MUTUAL FUNDS | — | — | — | $4K | <0.1% | |
| Nationwide Life Insurance Federated Hermes Short-Intermediate Total Return Bond Fund - | — | — | — | $4K | <0.1% | |
| VNGRD TRGT RTRMT 2050 INV MUTUAL FUNDS | — | — | — | $1K | <0.1% | |
| Nationwide Life Insurance Vanguard Target Retirement 2050 Inv - | — | — | — | $1K | <0.1% | |
| Nationwide Life Insurance BlackRock Inflation Protected Bond Fund Class K - | — | — | — | $1K | <0.1% | |
| BLKRK INFL PRTCT BD K MUTUAL FUNDS | — | — | — | $1K | <0.1% |