How big is C.E. Niehoff & Co.'s plan?

C.E. Niehoff & Co.'s plan reported $71.4M in assets and 449 participants for 2024.

Original filing (PDF)20250721082845NAL0000521651001

C.E. Niehoff & Co.

Name: C.E. Niehoff & Co. — C. E. Niehoff Savings and, Form 5500 (2024)
Creator: C.E. Niehoff & Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

C. E. Niehoff Savings and Profit Sharing Plan

401(k) retirement plan · C.E. Niehoff & Co.'s C. E. Niehoff Savings and Profit Sharing Plan held $71.4M in plan assets for 449 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

449

Accounts w/ balance

440

Plan assets (EOY)

$71.4M

Net assets (EOY)

$71.4M

People on this filing

David Van SWOL signed C.E. Niehoff & Co.'s 2024 Form 5500 as plan administrator.

David Van SWOL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C.E. Niehoff & Co.'s EIN is 20-2346619.

EIN 20-2346619

Plan number 002

Plan year 2024

ACK ID 20250721082845NAL0000521651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C.E. Niehoff & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C.E. Niehoff & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 234K (8% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

C.E. NIEHOFF & CO.

EIN

all filings

Address

2021 LEE STREET · EVANSTON, IL · 60602

Phone

(847) 866-1505

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	33-0818667	—	CONSULTANT	$24K	—

Accountant / Auditor

Investments

39 direct securities · 1 pooled fund· $80.0M(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.

Mutual Funds

$29.1M

17 holdings

Common Collective Trusts

$23.0M

11 holdings

Common Collective Trust

$8.7M

1 holding

Stable Value

$8.7M

2 holdings

U.S. Treasuries

$5.0M

2 holdings

Other securities

$3.0M

4 holdings

Bonds / Notes

$1.4M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$22.4M Invesco$8.7M BlackRock / iShares$8.5M Lord Abbett$8.3M Janus Henderson$6.3M JPMorgan$5.0M American Funds (Capital Group)$3.5M PIMCO$3.0M

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIKICH CPA LLC	—	ALEXANDRIA, VA	ACCOUNTANT	$18K	—

					% of plan
INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001	Common Collective Trust	—	—	$8.7M	12.2%
Stable Value Collective Trust Funds Invesco Trust Company Stable Value Retirement Fund - Class 4	Stable Value	—	—	$7.7M	10.8%
iShares S&P 500 Index Fund - Institutional Class	Common Collective Trusts	—	—	$6.7M	9.3%
Vanguard Growth and Income Fund GM	Mutual Funds	—	—	$4.5M	6.2%
Lord Abbett Short Duration Income Fund GM	Mutual Funds	—	—	$4.3M	6.1%
JPMorgan Government Bond Fund GM	U.S. Treasuries	—	—	$4.3M	6.0%
Lord Abbett Income Fund GM - Class R5	Mutual Funds	—	—	$4.0M	5.6%
Vanguard Growth Index Fund GM	Common Collective Trusts	—	—	$3.2M	4.5%
Janus Henderson Global Equity Income Fund GM - Class A	Mutual Funds	—	—	$3.0M	4.2%
PIMCO Real Return Fund GM - Administrative Class	Mutual Funds	—	—	$2.8M	4.0%
MFS International Growth Fund GM - Class A	Mutual Funds	—	—	$2.6M	3.6%
Vanguard Mid-Cap Value Index Fund GM - Admiral Class	Common Collective Trusts	—	—	$2.5M	3.5%
Vanguard Growth Index Fund	Common Collective Trusts	—	—	$2.4M	3.4%
American Funds New World Fund GM	Mutual Funds	—	—	$2.1M	3.0%
Janus Henderson Global Technology and Innovation Fund	Mutual Funds	—	—	$1.8M	2.5%
Vanguard Mid-Cap Growth Index Fund GM - Admiral Class	Common Collective Trusts	—	—	$1.7M	2.4%
Vanguard Growth and Income Fund	Mutual Funds	—	—	$1.5M	2.1%
Participant loans Interest rates from 3.25% to 8.50% - 0 -	Bonds / Notes	—	—	$1.4M	2.0%
Vanguard Mid-Cap Value Index Fund - Admiral Class	Common Collective Trusts	—	—	$1.3M	1.9%
Vanguard Small-Cap Value Index Fund GM - Admiral Class	Common Collective Trusts	—	—	$1.3M	1.8%
Janus Henderson Global Technology and Innovation Fund GM	Mutual Funds	—	—	$1.3M	1.8%
BlackRock Health Sciences Opportunities Fund GM - Class A	Other securities	—	—	$1.2M	1.7%
Vanguard Small-Cap Value Index Fund - Admiral Class	Common Collective Trusts	—	—	$1.1M	1.6%
Invesco Trust Company Stable Value Retirement Fund GM - Class 4	Stable Value	—	—	$976K	1.4%
Vanguard Small-Cap Growth Index Fund - Admiral Class	Common Collective Trusts	—	—	$962K	1.3%
Vanguard Mid-Cap Growth Index Fund - Admiral Class	Common Collective Trusts	—	—	$946K	1.3%
BNY Mellon Natural Resources Fund GM - Class I	Other securities	—	—	$940K	1.3%
Baron Capital Group Real Estate Fund GM	Common Stocks	—	—	$853K	1.2%
Vanguard Small-Cap Growth Index Fund GM - Admiral Class	Common Collective Trusts	—	—	$805K	1.1%
JPMorgan Government Bond Fund	U.S. Treasuries	—	—	$718K	1.0%
BlackRock Health Sciences Opportunities Fund - Class A	Other securities	—	—	$665K	0.9%
American Funds New World Fund	Mutual Funds	—	—	$312K	0.4%
MFS International Growth Fund - Class A	Mutual Funds	—	—	$306K	0.4%
Janus Henderson Global Equity Income Fund - Class A	Mutual Funds	—	—	$261K	0.4%
Baron Capital Group Real Estate Fund - Institutional Class	Common Stocks	—	—	$212K	0.3%
PIMCO Real Return Fund - Administrative Class	Mutual Funds	—	—	$208K	0.3%
BNY Mellon Natural Resources Fund - Class I	Other securities	—	—	$163K	0.2%
Vanguard High-Yield Corporate Fund	Mutual Funds	—	—	$158K	0.2%
Lord Abbett Short Duration Income Fund	Mutual Funds	—	—	$24K	<0.1%
Lord Abbett Income Fund - Class R4	Mutual Funds	—	—	$4K	<0.1%

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