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Original filing (PDF)20251002192212NAL0000502675001
NIC HOLDING CORP.
Form 5500
FILING_RECEIVED
NIC HOLDING CORP. EMPLOYEES 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
74
Accounts w/ balance
120
Plan assets (EOY)
$46.5M
Net assets (EOY)
$46.5M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIC HOLDING CORP..
Plan sponsor
Name
NIC HOLDING CORP.
EIN
11-3577086
Address
225 BROAD HOLLOW ROAD · SUITE 212W · MELVILLE, NY · 11747
Phone
(631) 293-4700
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $51K | — |
Investments
21 direct securities· $46.1M(99% of reported assets)
Uncategorized
$35.7M
19 holdings
Guaranteed Income / GIC
$9.7M
1 holding
Mutual Funds
$709K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Institutional Index I | — | — | — | $11.3M | 24.4% | |
| * EAIC Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $9.7M | 20.8% | |
| Touchstone Funds Balanced Fund | — | — | — | $4.2M | 9.1% | |
| Fidelity Investments New Insights | — | — | — | $3.8M | 8.1% | |
| Invesco Diversified Dividend Fund | — | — | — | $3.8M | 8.1% | |
| American Funds 2030 Target Date Retirement | — | — | — | $2.1M | 4.6% | |
| Victory Sycamore Established Value | — | — | — | $2.0M | 4.2% | |
| Vanguard Funds Extended Market Index Admiral | — | — | — | $1.5M | 3.3% | |
| Fidelity Investments Total Bond Funds | — | — | — | $1.5M | 3.2% | |
| Ivy Funds Small Cap Growth | — | — | — | $1.4M | 2.9% | |
| Pioneer International Equity | — | — | — | $1.1M | 2.4% | |
| Vanguard Funds Total Int’l Stock Index Admiral | — | — | — | $755K | 1.6% | |
| Vanguard Funds Total Bond Market Index Admiral | — | — | — | $735K | 1.6% | |
| Investco Small-Cap Value A Fund | Mutual Funds | — | — | $709K | 1.5% | |
| American Funds 2040 Target Date Retirement | — | — | — | $655K | 1.4% | |
| 9.50% - | — | — | — | $391K | 0.8% | |
| American Funds 2060 Target Date Retirement | — | — | — | $214K | 0.5% | |
| American Funds 2050 Target Date Retirement | — | — | — | $194K | 0.4% | |
| American Funds 2020 Target Date Retirement | — | — | — | $92K | 0.2% | |
| Money Market Fund Pioneer US Government Money Market | — | — | — | $35K | <0.1% | |
| Macquarie mid Cap Growth | — | — | — | $8K | <0.1% |