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Original filing (PDF)20250602120927NAL0017593328001
NVEST, INC.
Form 5500
FILING_RECEIVED
NVEST, INC. 401(K) PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
200
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NVEST, INC..
Plan sponsor
Name
NVEST, INC.
EIN
20-5695125
Address
2443 FILLMORE STREET #380-1512 · SAN FRANCISCO, CA · 94115
Phone
(520) 428-0652
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-06-02
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
21 direct securities· $12.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.4M | 18.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.9M | 15.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.9M | 14.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.3M | 9.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.2M | 9.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.0M | 8.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $885K | 6.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $538K | 4.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $332K | 2.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $332K | 2.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $283K | 2.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $140K | 1.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $127K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $123K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $107K | 0.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $80K | 0.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $67K | 0.5% | |
| Vanguard Total Intl Bond Index Inv Vanguard 0 | — | — | — | $39K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% |
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