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Original filing (PDF)20251229140836NAL0017785825001
NATIONAL CENTER FOR ADVOCACY AND RECOVERY, INC.
Form 5500
FILING_RECEIVED
NCAAR, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
147
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
79 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 (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL CENTER FOR ADVOCACY AND RECOVERY, INC..
Plan sponsor
Name
NATIONAL CENTER FOR ADVOCACY AND RECOVERY, INC.
EIN
22-2436069
Address
360 CORPORATE BLVD. · ROBBINSVILLE, NJ · 08691
Phone
(609) 689-0599
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLMAN FRENIA ALLISION, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | INVESTMENT CUSTODIAN | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PETER A. NUSSBAUM | — | OCEAN, NJ | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | 22-2755716 | SHREWSBURY, NJ | TPA | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLMAN FRENIA ALLISON PC | 22-3480145 | TOMS RIVER, NJ | AUDIT | $0 | — |
Investments
78 direct securities· $9.3M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock 80/20 Target Allocation Fund N/A | — | — | — | $1.2M | 11.7% | |
| Fully Benefit-Responsive Investment Contract * Nationwide Financial Services Fixed Select Contract N/A | — | — | — | $683K | 6.9% | |
| Nuveen Lifecycle Index 2055 (R6) N/A | — | — | — | $606K | 6.2% | |
| Nuveen Lifecycle Index 2040 (R6) N/A | — | — | — | $575K | 5.8% | |
| Nationwide Geneva Small Cap Growth Fund (IS) N/A | — | — | — | $496K | 5.0% | |
| Nuveen Lifecycle Index 2060 (R6) N/A | — | — | — | $333K | 3.4% | |
| Vanguard Windsor Fund (Adm) N/A | — | — | — | $314K | 3.2% | |
| State Street Global State Street Balanced Index Fund (K) N/A | — | — | — | $310K | 3.2% | |
| DFA International Large Cap Growth Portfolio N/A | — | — | — | $261K | 2.7% | |
| Nuveen Lifecycle Index 2045 (R6) N/A | — | — | — | $232K | 2.4% | |
| Nationwide Loomis All Cap Growth Fund (R6) N/A | — | — | — | $196K | 2.0% | |
| Nationwide GQG US Quality Eq Fund (R6) N/A | — | — | — | $188K | 1.9% | |
| Fidelity Large Cap Value Index Fund N/A | — | — | — | $176K | 1.8% | |
| Nationwide International Small Cap Fund (R6) N/A 19 * Nationwide Invesco Core Plus Bond R6 N/A | — | — | — | $170K | 1.7% | |
| Vanguard Wellesley Income Fund (Adm) N/A | — | — | — | $155K | 1.6% | |
| Principal MidCap Fund (R6) N/A | — | — | — | $152K | 1.5% | |
| Putnam Large Cap Growth Y N/A | — | — | — | $148K | 1.5% | |
| Nationwide Loomis Core Bond Fund (R6) N/A | — | — | — | $143K | 1.5% | |
| Nuveen Lifecycle Index 2050 (R6) N/A | — | — | — | $142K | 1.4% | |
| Nuveen Lifecycle Index 2035 (R6) N/A | — | — | — | $140K | 1.4% | |
| Vanguard Total Stock Market Index Fund (Adm) N/A | — | — | — | $135K | 1.4% | |
| Nationwide BNY Mellon Dyn US Core Fund (R6) N/A | — | — | — | $134K | 1.4% | |
| Nationwide S&P 500 Index Fund (R6) N/A | — | — | — | $132K | 1.3% | |
| American Funds American Funds New World Fund (R6) N/A | — | — | — | $130K | 1.3% | |
| Columbia Threadneedle Investment Columbia Overseas Value Fund, Inst. N/A | — | — | — | $128K | 1.3% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps Fund (R6) N/A | — | — | — | $128K | 1.3% | |
| Fidelity Large Cap Growth Index Fund N/A | — | — | — | $123K | 1.3% | |
| Fidelity Global ex-US Index Fund N/A | — | — | — | $121K | 1.2% | |
| Federated Hermes Government Obligations Fund, Prime Class N/A | — | — | — | $114K | 1.2% | |
| Participant Loans participant loans are for terms not to exceed 5 years. -0- | — | — | — | $108K | 1.1% | |
| Nationwide BNY Mellon Dyn US Core Fund (R6) N/A | — | — | — | $107K | 1.1% | |
| Fidelity 500 Index Fund N/A | — | — | — | $95K | 1.0% | |
| Nationwide Bond Index Fund (R6) N/A 991 * Nationwide Geneva Mid Cap Growth Fund (R6) N/A | — | — | — | $87K | 0.9% | |
| BlackRock High Yield Fund (I) N/A 752 BlackRock High Yield Fund (K) N/A | — | — | — | $85K | 0.9% | |
| Invesco Global Real Estate Income Fund (R6) N/A | — | — | — | $74K | 0.7% | |
| PIMCO Real Return Fund (I) N/A | — | — | — | $71K | 0.7% | |
| Fidelity U.S. Bond Index Fund N/A | — | — | — | $65K | 0.7% | |
| Columbia Threadneedle Investment Columbia Commodity Strategy Fund N/A | — | — | — | $65K | 0.7% | |
| Nuveen Lifecycle Index 2030 (R6) N/A | — | — | — | $65K | 0.7% | |
| Federated Hermes High Yield Bond Fund, Institutional Class N/A | — | — | — | $64K | 0.7% | |
| Baird Core Plus Bond Fund (Institutional) N/A | — | — | — | $55K | 0.6% | |
| Registered Investment Companies Alliance Bernstein AB Global Bond Fund (Class Z) N/A | — | — | — | $49K | 0.5% | |
| American Funds American Funds EUPAC Fund (R6) N/A | — | — | — | $49K | 0.5% | |
| PIMCO International Institutional Class N/A | — | — | — | $49K | 0.5% | |
| Fidelity Total International Index Fund N/A | — | — | — | $45K | 0.5% | |
| Nuveen Lifecycle Index 2025 (R6) N/A | — | — | — | $44K | 0.4% | |
| Franklin Small Cap Growth Fund (R6) N/A | — | — | — | $44K | 0.4% | |
| Avantis U.S. Small Cap Value Fund (Institutional) N/A | — | — | — | $44K | 0.4% | |
| Vanguard Total Bond Market Index Fund (Adm) N/A | — | — | — | $38K | 0.4% | |
| JPMorgan Large Cap Growth Fund (R6) N/A | — | — | — | $33K | 0.3% | |
| Fidelity Inflation-Protected Bond Fund N/A | — | — | — | $30K | 0.3% | |
| Avantis Emerging Markets Equity Fund (Institutional) N/A | — | — | — | $22K | 0.2% | |
| Victory Sycamore Established Value Fund (I) N/A | — | — | — | $16K | 0.2% | |
| Invesco Core Bond Fund (Y) N/A | — | — | — | $12K | 0.1% | |
| Fidelity International Index Fund N/A | — | — | — | $12K | 0.1% | |
| Allspring Special Mid Cap Value Fund (I) N/A | — | — | — | $10K | 0.1% | |
| Brown Advisory Sustainable Growth Inst N/A | — | — | — | $9K | <0.1% | |
| MFS Growth Fund (R4) N/A | — | — | — | $9K | <0.1% | |
| Vanguard Small Cap Index Admiral Shares N/A | — | — | — | $8K | <0.1% | |
| Alliance Bernstein AB High Income Fund (Class Z) N/A | — | — | — | $8K | <0.1% | |
| Vanguard Total Intl. Bond Index Fund (Adm) N/A | — | — | — | $7K | <0.1% | |
| JPMorgan Small Cap Value Fund, Select Class N/A | — | — | — | $7K | <0.1% | |
| Fidelity Global Bond Fund N/A | — | — | — | $7K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Secs. Fund (I) N/A | — | — | — | $7K | <0.1% | |
| PGIM Jennison Small Company Fund (Z) N/A | — | — | — | $5K | <0.1% | |
| American Funds American Funds American Mutual Fund (R6) N/A | — | — | — | $5K | <0.1% | |
| Nationwide International Index Fund (R6) N/A | — | — | — | $5K | <0.1% | |
| Impax Sustainable Allocation Fund, Institutional Class N/A 623 American Century Inflation-Adjusted Bond Fund (R6) N/A | — | — | — | $4K | <0.1% | |
| Vanguard Value Index Fund (Adm) N/A | — | — | — | $4K | <0.1% | |
| Lord Abbett Lord Abbett High Yield Fund (R5) N/A | — | — | — | $4K | <0.1% | |
| American Beacon American Beacon International Equity Fund (R6) N/A | — | — | — | $4K | <0.1% | |
| Neurbeger Emerging Markets Equity Fund, Institutional Class N/A | — | — | — | $4K | <0.1% | |
| Lazard Intl. Strategic Equity Fund (I) N/A | — | — | — | $3K | <0.1% | |
| T. Rowe T. Rowe Price Spectrum Mod Gr Allc Fund N/A 255 Vanguard Mid-Cap Index Fund (Adm) N/A | — | — | — | $3K | <0.1% | |
| PGIM Total Return Bond Fund (R6) N/A | — | — | — | $2K | <0.1% | |
| Vanguard Total Intl. Stock Index Fund (Adm) N/A | — | — | — | $2K | <0.1% | |
| BlackRock Strategic Income Opportunities Fund N/A 625 BNY Mellon BNY Mellon Development Markets Real Estate Securities Fund, Class I+N/A | — | — | — | $1K | <0.1% | |
| PIMCO Intl Bond Fund (USD-Hedged) (I) N/A | — | — | — | $1K | <0.1% |
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