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Original filing (PDF)20251014103457NAL0002537441001
NORCOM REALTY CORP.
Form 5500
FILING_RECEIVED
NORCOM REALTY & AFFILIATES 401(K) PLAN
401(k) retirement plan
Active participants
524
Accounts w/ balance
210
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
17 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORCOM REALTY CORP..
Plan sponsor
Name
NORCOM REALTY CORP.
EIN
11-3318787
Address
11540 U.S. HIGHWAY 92 EAST · SEFFNER, FL · 33584
Phone
(813) 623-5400
Industry
Transportation & Warehousingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ACCELL CPA & ASSOCIATES, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $7K | — |
Investments
14 direct securities · 4 pooled funds· $7.4M(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
$4.2M
14 holdings
Common Collective Trust
$3.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET SP 500 INDEX NON LENDI STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 276 | Common Collective Trust | — | $969K | $1.5M | 21.4% | |
| DODGE & COX INCOME FUND CL X MUTUAL FUNDS | — | — | $994K | $1.0M | 14.6% | |
| ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS | — | — | $839K | $880K | 12.7% | |
| BLACKROCK RUSSELL 2500 INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-1431095 / PN 001 | Common Collective Trust | — | $656K | $816K | 11.8% | |
| INVESCO STABLE VALUE RET CL 1 COMMON / COLLECTIVE TRUSTS | — | — | $673K | $673K | 9.7% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $631K | 9.1% | |
| LOAN FUND LOANS | — | — | $413K | $413K | 6.0% | |
| STATE STREET US BOND INDEX NL SERIE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | $338K | $341K | 4.9% | |
| MFS GROWTH FUND CL A MUTUAL FUNDS | — | — | $185K | $235K | 3.4% | |
| DODGE & COX STOCK CL X MUTUAL FUNDS | — | — | $186K | $212K | 3.1% | |
| JP MORGAN MID CAP VAL FD R3 MUTUAL FUNDS | — | — | $214K | $205K | 3.0% | |
| MACQUARIE SMALL CAP VALUE FD A MUTUAL FUNDS | — | — | $174K | $173K | 2.5% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $129K | $129K | 1.9% | |
| VANGUARD INTL GRWT FD ADM CLAS MUTUAL FUNDS | — | — | $128K | $112K | 1.6% | |
| AMERICAN NEW WORLD FUND MUTUAL FUNDS | — | — | $80K | $76K | 1.1% | |
| VANGUARD FTSE ALL WORLD MUTUAL FUNDS | — | — | $23K | $22K | 0.3% | |
| AB SM CAP GRWTH PORTFOLIO ADV MUTUAL FUNDS | — | — | $14K | $18K | 0.3% | |
| BLF FEDFUND MONEY MARKET | — | — | $11K | $11K | 0.2% |
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