Back to filter
Original filing (PDF)20251014101205NAL0005414690001
FOLEY, INCORPORATED
Form 5500
FILING_RECEIVED
FOLEY, INCORPORATED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
623
Accounts w/ balance
762
Plan assets (EOY)
$123.9M
Net assets (EOY)
$123.9M
How this plan invests
This plan
12 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOLEY, INCORPORATED.
Plan sponsor
Name
FOLEY, INCORPORATED
EIN
22-0917100
Address
855 CENTENNIAL AVE. · PISCATAWAY, NJ · 088543912
Phone
(732) 885-3069
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHN REZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | INVESTMENT ADVISOR | $98K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
20 direct securities · 12 pooled funds· $125.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$91.4M
20 holdings
Pooled Separate Account
$33.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Insurance general account (Stable Value) Guaranteed investment contract | — | — | — | $22.3M | 18.0% | |
| American Funds 2035 Target Date Retirement Mutual fund | — | — | — | $11.8M | 9.5% | |
| MM SANDP 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $9.1M | 7.4% | |
| American Funds 2025 Target Date Retirement Mutual fund | — | — | — | $8.0M | 6.5% | |
| American Funds 2030 Target Date Retirement Mutual fund | — | — | — | $7.7M | 6.2% | |
| American Funds 2045 Target Date Retirement Mutual fund | — | — | — | $7.0M | 5.6% | |
| AB Large Cap Growth Fund Mutual fund | — | — | — | $6.8M | 5.5% | |
| American Funds 2040 Target Date Retirement Mutual fund | — | — | — | $6.8M | 5.5% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5.7M | 4.6% | |
| American Funds 2055 Target Date Retirement Mutual fund | — | — | — | $4.9M | 3.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R5 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.8M | 3.9% | |
| American Funds 2050 Target Date Retirement Mutual fund | — | — | — | $4.2M | 3.4% | |
| American Funds New Perspective R5 Mutual fund | — | — | — | $2.8M | 2.3% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.7M | 2.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.5M | 2.0% | |
| AMERICAN FUNDS AMERICAN BALANCED R5 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.5M | 2.0% | |
| American Funds 2020 Target Date Retirement Mutual fund | — | — | — | $2.0M | 1.6% | |
| COLUMBIA SELECT MID CAP VALUE INSTL COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.6% | |
| American Funds 2060 Target Date Retirement Mutual fund | — | — | — | $1.6M | 1.3% | |
| MASSMUTUAL SMALL CAP OPPS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.2% | |
| secured by participant account balance | — | — | — | $1.3M | 1.1% | |
| Prm Inf-Pro and Icm (MassMutual) Separate investment account | — | — | — | $1.2M | 0.9% | |
| MASSMUTUAL INFL-PROT AND INC R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 0.9% | |
| BlackRock Strategic Global Bond Instl Mutual fund | — | — | — | $1.0M | 0.8% | |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.0M | 0.8% | |
| American Funds New World Fund R5 Mutual fund | — | — | — | $834K | 0.7% | |
| Cohen & Steers Realty Shares Z Mutual fund | — | — | — | $728K | 0.6% | |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $655K | 0.5% | |
| American Funds 2065 Target Date Retirement Mutual fund | — | — | — | $396K | 0.3% | |
| American Funds 2015 Target Date Retirement Mutual fund | — | — | — | $11K | <0.1% | |
| MASS MUTUAL US GOVT MNY MKT R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| American Funds 2010 Target Date Retirement Mutual fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using NEWPORT CAPITAL GROUP LLC
NRG AFFILIATE SERVICES, INC
NRG AFFILIATES EMPLOYEE SAVINGS PLAN
$2.3B · 11,745 participants
THE COOPER HEALTH SYSTEM
THE COOPER HEALTH SYSTEM 403(B) PLAN
$944.0M · 10,323 participants
TOKIO MARINE NORTH AMERICA INC.
TMNA, INC. 401(K) PLAN
$819.7M · 3,098 participants
NRG ENERGY, INC.
NRG ENERGY MASTER RETIREMENT TRUST
$782.9M
ST. CHARLES HEALTH SYSTEM, INC.
ST. CHARLES HEALTH SYSTEM, INC. RETIREMENT PLAN
$744.0M · 5,051 participants
ESSENTIAL UTILITIES, INC.
ESSENTIAL UTILITIES, INC. 401(K) PLAN
$623.8M · 3,448 participants
Similar-size Manufacturing plans
SUPERIOR INDUSTRIES, INC.
SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN
$117.4M · 1,377 participants
THE AMES COMPANIES, INC.
CLOPAY AMES PENSION PLAN
$131.6M · 325 participants
HENNY PENNY CORPORATION
HENNY PENNY CORPORATION EMPLOYEES 401(K) RETIREMENT PLAN
$133.2M · 982 participants
BOARD OF TRUSTEES OF THE MACHINISTS RETIREMENT AND SAVINGS PLAN
MACHINISTS RETIREMENT AND SAVINGS PLAN
$107.0M · 2,326 participants
ARIENS COMPANY
ARIENS COMPANY RETIREMENT SAVINGS PLAN
$141.1M · 1,055 participants
BELL AND HOWELL, LLC
BELL AND HOWELL 401(K) SAVINGS PLAN
$144.6M · 740 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants