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Original filing (PDF)20250930150421NAL0019588178001
NEFF GROUP DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
NEFF GROUP DISTRIBUTORS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
215
Accounts w/ balance
275
Plan assets (EOY)
$53.8M
Net assets (EOY)
$53.8M
How this plan invests
This plan
28 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEFF GROUP DISTRIBUTORS, INC..
Plan sponsor
Name
NEFF GROUP DISTRIBUTORS, INC.
EIN
20-3252769
Address
809 S CALHOUN ST · SUITE 500 · FORT WAYNE, IN · 46802
Phone
(260) 399-8908
Industry
Wholesale Tradesee 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
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAINES, ISENBARGER, SKIBA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAINES, ISENBARGER & SKIBA, LLC | 52-2127371 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
28 direct securities· $53.3M(99% of reported assets)
Uncategorized
$52.4M
27 holdings
Mutual Funds
$902K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 31,732.559 shares | — | — | $32K | $6.5M | 12.0% | |
| State Street Target Retirement 2030 Fund 476,186.695 shares | — | — | $476K | $6.2M | 11.5% | |
| T. Rowe Price Large Cap Growth Fund 58,492.565 shares | — | — | $58K | $4.8M | 8.9% | |
| State Street Target Retirement 2045 Fund 323,265.157 shares | — | — | $323K | $4.8M | 8.9% | |
| MFS Mid Cap Value Fund 99,495.367 shares | — | — | $99K | $3.2M | 5.9% | |
| State Street Target Retirement 2040 Fund 218,155.865 shares | — | — | $218K | $3.1M | 5.8% | |
| State Street Target Retirement 2025 Fund 254,202.416 shares | — | — | $254K | $3.0M | 5.7% | |
| State Street Target Retirement 2050 Fund 198,521.275 shares | — | — | $199K | $3.0M | 5.5% | |
| BlackRock Mid Cap Growth Equity Fund 54,580.003 shares | — | — | $55K | $2.4M | 4.4% | |
| State Street Target Retirement 2035 Fund 167,337.877 shares | — | — | $167K | $2.3M | 4.3% | |
| Neuberger Berman Large Cap Value Fund 49,631.560 shares | — | — | $50K | $2.2M | 4.1% | |
| Collective trust fund Standard Insurance Company Stable Asset Fund 39,723.560 units | — | — | $40K | $1.4M | 2.6% | |
| State Street Target Retirement 2020 Fund 121,171.621 shares | — | — | $121K | $1.3M | 2.4% | |
| ClearBridge International Growth Fund 19,420.237 shares | — | — | $19K | $1.3M | 2.3% | |
| PIMCO Income Fund 115,215.549 shares | — | — | $115K | $1.2M | 2.3% | |
| State Street Target Retirement 2055 Fund 76,836.888 shares | — | — | $77K | $1.2M | 2.2% | |
| American Funds The Bond Fund of America 88,949.908 shares | — | — | $89K | $991K | 1.8% | |
| Fidelity International Index Fund 20,405.406 shares | — | — | $20K | $970K | 1.8% | |
| American Century Small Cap Value Fund 85,422.582 shares | Mutual Funds | — | $85K | $902K | 1.7% | |
| Fidelity Mid Cap Index Fund 19,563.652 shares | — | — | $20K | $542K | 1.0% | |
| Lord Abbett Developed Market Growth Fund 16,990.003 shares | — | — | $17K | $510K | 0.9% | |
| BlackRock Emerging Market Fund 20,732.149 shares | — | — | $21K | $488K | 0.9% | |
| State Street Target Retirement 2060 Fund 29,708.295 shares | — | — | $30K | $466K | 0.9% | |
| Fidelity Small Cap Index Fund 9,876.090 shares | — | — | $10K | $334K | 0.6% | |
| Neuberger Real Estate Fund 14,263.579 shares | — | — | $14K | $199K | 0.4% | |
| State Street Target Retirement 2065 Fund 6,395.177 shares | — | — | $6K | $98K | 0.2% | |
| Money market fund * Fidelity Government Money Market Fund 16,205.880 shares | — | — | $16K | $16K | <0.1% | |
| State Street Target Retirement Income Fund 247.555 shares | — | — | — | $3K | <0.1% |
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