How big is KNF Neuberger, Inc.'s plan?

KNF Neuberger, Inc.'s plan reported $25.8M in assets and 114 participants for 2024.

Original filing (PDF)20251010142724NAL0004329107001

KNF Neuberger, Inc.

Name: KNF Neuberger, Inc. — KNF Neuberger, Inc. 401(k), Form 5500 (2024)
Creator: KNF Neuberger, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KNF Neuberger, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · KNF Neuberger, Inc.'s KNF Neuberger, Inc. 401(k) Profit Sharing Plan held $25.8M in plan assets for 114 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

114

Accounts w/ balance

144

Plan assets (EOY)

$25.8M

Net assets (EOY)

$25.8M

People on this filing

Gary Frank signed KNF Neuberger, Inc.'s 2024 Form 5500 as plan administrator.

Gary Frank — 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

KNF Neuberger, Inc.'s EIN is 22-2166710.

EIN 22-2166710

Plan number 002

Plan year 2024

ACK ID 20251010142724NAL0004329107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KNF Neuberger, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KNF Neuberger, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KNF NEUBERGER, INC..

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (94th percentile).

Plan sponsor

Name

KNF NEUBERGER, INC.

EIN

all filings

Address

TWO BLACK FOREST ROAD · TRENTON, NJ · 086911810

Phone

(609) 890-8889

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

38 direct securities· $25.4M(98% of reported assets)

Mutual Funds

$22.5M

34 holdings

Common Collective Trusts

$2.6M

3 holdings

Bonds / Notes

$240K

1 holding

					% of plan
Fidelity Investments Fidelity Growth Company Fund Class K a	Mutual Funds	—	—	$3.1M	11.9%
Fidelity Investments Fidelity Blue Chip Growth Fund a	Mutual Funds	—	—	$2.3M	9.0%
Fidelity Investments Fidelity 500 Index Fund a	Common Collective Trusts	—	—	$1.9M	7.4%
Fidelity Investments Fidelity OTC Portfolio Fund Class K a	Mutual Funds	—	—	$1.6M	6.3%
Fidelity Investments Fidelity Freedom 2030 K6 Fund a	Mutual Funds	—	—	$1.5M	5.8%
Fidelity Investments Fidelity Freedom 2040 K6 Fund a	Mutual Funds	—	—	$1.5M	5.7%
Fidelity Investments Fidelity Freedom 2035 K6 Fund a	Mutual Funds	—	—	$1.2M	4.6%
Fidelity Investments Fidelity Fund Class K a	Mutual Funds	—	—	$961K	3.7%
Fidelity Investments Fidelity Low-Priced Stock Fund Class K a	Mutual Funds	—	—	$954K	3.7%
Fidelity Investments Fidelity Technology Portfolio a	Mutual Funds	—	—	$894K	3.5%
Fidelity Investments Fidelity Equity-Income Fund Class K a	Mutual Funds	—	—	$835K	3.2%
Fidelity Investments Fidelity Freedom 2055 K6 Fund a	Mutual Funds	—	—	$832K	3.2%
Fidelity Investments Fidelity Diversified International Fund Clas a	Mutual Funds	—	—	$801K	3.1%
Fidelity Investments Fidelity US Bond Index Fund a	Common Collective Trusts	—	—	$697K	2.7%
Fidelity Investments Fidelity Freedom 2015 K6 Fund a	Mutual Funds	—	—	$611K	2.4%
Fidelity Investments Fidelity Balanced Fund Class K a	Mutual Funds	—	—	$606K	2.4%
Fidelity Investments Fidelity Growth Strategies Fund Class K a	Mutual Funds	—	—	$577K	2.2%
Fidelity Investments Fidelity Health Care Portfolio a	Mutual Funds	—	—	$484K	1.9%
Fidelity Investments Fidelity Money Market Government a	Mutual Funds	—	—	$423K	1.6%
Fidelity Investments Fidelity Freedom 2025 K6 Fund a	Mutual Funds	—	—	$380K	1.5%
Fidelity Investments Fidelity Freedom 2020 K6 Fund a	Mutual Funds	—	—	$358K	1.4%
Fidelity Investments Fidelity Utilities Portfolio a	Mutual Funds	—	—	$286K	1.1%
Fidelity Investments Fidelity Natural Resources Portfolio a	Mutual Funds	—	—	$273K	1.1%
Fidelity Investments Fidelity Freedom 2050 K6 Fund a	Mutual Funds	—	—	$259K	1.0%
Baron Asset Fund Institutional Class a	Mutual Funds	—	—	$252K	1.0%
Participant loans Interest rate ranging from 3.25% to 8.50% -	Bonds / Notes	—	—	$240K	0.9%
Fidelity Investments Fidelity Intermediate Bond a	Mutual Funds	—	—	$239K	0.9%
Fidelity Investments Fidelity Energy Portfolio a	Mutual Funds	—	—	$219K	0.9%
Fidelity Investments Fidelity Consumer Discrestionary Portfolio a	Mutual Funds	—	—	$181K	0.7%
Fidelity Investments Fidelity Small Cap Stock K6 a	Mutual Funds	—	—	$167K	0.6%
Fidelity Investments Fidelity Short-Term Bond a	Mutual Funds	—	—	$160K	0.6%
Fidelity Investments Fidelity Financial Services Portfolio a	Mutual Funds	—	—	$147K	0.6%
Fidelity Investments Fidelity Feedom Income K6 a	Mutual Funds	—	—	$142K	0.6%
Fidelity Investments Fidelity Freedom 2045 K6 Fund a	Mutual Funds	—	—	$124K	0.5%
Fidelity Investments Fidelity Freedom 2060 K6 Fund a	Mutual Funds	—	—	$104K	0.4%
Fidelity Investments Fidelity Freedom 2065 K6 Fund a	Mutual Funds	—	—	$68K	0.3%
Fidelity Investments Fidelity Freedom 2010 K6 Fund a	Mutual Funds	—	—	$10K	<0.1%
Fidelity Investments Fidelity Extended Market Index Fund a	Common Collective Trusts	—	—	$2K	<0.1%