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Original filing (PDF)20250721082845NAL0000521651001
C.E. NIEHOFF & CO.
Form 5500
FILING_RECEIVED
C. E. NIEHOFF SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
449
Accounts w/ balance
440
Plan assets (EOY)
$71.4M
Net assets (EOY)
$71.4M
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 (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 (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.E. NIEHOFF & CO..
Plan sponsor
Name
C.E. NIEHOFF & CO.
EIN
20-2346619
Address
2021 LEE STREET · EVANSTON, IL · 60602
Phone
(847) 866-1505
Industry
Manufacturingsee all
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
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | — | ALEXANDRIA, VA | ACCOUNTANT | $18K | — |
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.
Uncategorized
$71.0M
38 holdings
Common Collective Trust
$8.7M
1 holding
Mutual Funds
$261K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $7.7M | 10.8% | |
| iShares S&P 500 Index Fund - Institutional Class | — | — | — | $6.7M | 9.3% | |
| Vanguard Growth and Income Fund GM | — | — | — | $4.5M | 6.2% | |
| Lord Abbett Short Duration Income Fund GM | — | — | — | $4.3M | 6.1% | |
| JPMorgan Government Bond Fund GM | — | — | — | $4.3M | 6.0% | |
| Lord Abbett Income Fund GM - Class R5 | — | — | — | $4.0M | 5.6% | |
| Vanguard Growth Index Fund GM | — | — | — | $3.2M | 4.5% | |
| Janus Henderson Global Equity Income Fund GM - Class A | — | — | — | $3.0M | 4.2% | |
| PIMCO Real Return Fund GM - Administrative Class | — | — | — | $2.8M | 4.0% | |
| MFS International Growth Fund GM - Class A | — | — | — | $2.6M | 3.6% | |
| Vanguard Mid-Cap Value Index Fund GM - Admiral Class | — | — | — | $2.5M | 3.5% | |
| Vanguard Growth Index Fund | — | — | — | $2.4M | 3.4% | |
| American Funds New World Fund GM | — | — | — | $2.1M | 3.0% | |
| Janus Henderson Global Technology and Innovation Fund | — | — | — | $1.8M | 2.5% | |
| Vanguard Mid-Cap Growth Index Fund GM - Admiral Class | — | — | — | $1.7M | 2.4% | |
| Vanguard Growth and Income Fund | — | — | — | $1.5M | 2.1% | |
| Participant loans Interest rates from 3.25% to 8.50% - 0 - | — | — | — | $1.4M | 2.0% | |
| Vanguard Mid-Cap Value Index Fund - Admiral Class | — | — | — | $1.3M | 1.9% | |
| Vanguard Small-Cap Value Index Fund GM - Admiral Class | — | — | — | $1.3M | 1.8% | |
| Janus Henderson Global Technology and Innovation Fund GM | — | — | — | $1.3M | 1.8% | |
| BlackRock Health Sciences Opportunities Fund GM - Class A | — | — | — | $1.2M | 1.7% | |
| Vanguard Small-Cap Value Index Fund - Admiral Class | — | — | — | $1.1M | 1.6% | |
| Invesco Trust Company Stable Value Retirement Fund GM - Class 4 | — | — | — | $976K | 1.4% | |
| Vanguard Small-Cap Growth Index Fund - Admiral Class | — | — | — | $962K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund - Admiral Class | — | — | — | $946K | 1.3% | |
| BNY Mellon Natural Resources Fund GM - Class I | — | — | — | $940K | 1.3% | |
| Baron Capital Group Real Estate Fund GM | — | — | — | $853K | 1.2% | |
| Vanguard Small-Cap Growth Index Fund GM - Admiral Class | — | — | — | $805K | 1.1% | |
| JPMorgan Government Bond Fund | — | — | — | $718K | 1.0% | |
| BlackRock Health Sciences Opportunities Fund - Class A | — | — | — | $665K | 0.9% | |
| American Funds New World Fund | — | — | — | $312K | 0.4% | |
| MFS International Growth Fund - Class A | — | — | — | $306K | 0.4% | |
| Janus Henderson Global Equity Income Fund - Class A | Mutual Funds | — | — | $261K | 0.4% | |
| Baron Capital Group Real Estate Fund - Institutional Class | — | — | — | $212K | 0.3% | |
| PIMCO Real Return Fund - Administrative Class | — | — | — | $208K | 0.3% | |
| BNY Mellon Natural Resources Fund - Class I | — | — | — | $163K | 0.2% | |
| Vanguard High-Yield Corporate Fund | — | — | — | $158K | 0.2% | |
| Lord Abbett Short Duration Income Fund | — | — | — | $24K | <0.1% | |
| Lord Abbett Income Fund - Class R4 | — | — | — | $4K | <0.1% |
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