How big is NAIK Consulting Group, P.C.'s plan?

NAIK Consulting Group, P.C.'s plan reported $18.4M in assets and 200 participants for 2024.

Original filing (PDF)20250820101233NAL0003132241001

NAIK Consulting Group, P.C.

Name: NAIK Consulting Group, P.C. — NAIK Consulting Group, Form 5500 (2024)
Creator: NAIK Consulting Group, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

NAIK Consulting Group, P.C. 401(k) Plan

401(k) retirement plan · NAIK Consulting Group, P.C.'s NAIK Consulting Group, P.C. 401(k) Plan held $18.4M in plan assets for 200 participants in 2024, with Principal as recordkeeper.

Signals · 2

13% employer stockCorrective distributions issued

Active participants

200

Accounts w/ balance

243

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

People on this filing

Richard Goldstein signed NAIK Consulting Group, P.C.'s 2024 Form 5500 as plan administrator.

Richard Goldstein — 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

NAIK Consulting Group, P.C.'s EIN is 22-3536803.

EIN 22-3536803

Plan number 001

Plan year 2024

ACK ID 20250820101233NAL0003132241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NAIK Consulting Group, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NAIK Consulting Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

3 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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).

Plan sponsor

Name

NAIK CONSULTING GROUP, P.C.

EIN

all filings

Address

200 METROPLEX DRIVE · SUITE 403 · EDISON, NJ · 08817

Phone

(732) 277-7817

Industry

Engineering Services· Professional & Technical Services

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

2025-08-20

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$58K	—

Investments

32 direct securities · 3 pooled funds· $18.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$5.2M

10 holdings

Other securities

$5.0M

18 holdings

Common Collective Trust

$3.2M

1 holding

Common Stocks

$2.4M

1 holding

Common Collective Trusts

$2.2M

2 holdings

Pooled Separate Account

$319K

2 holdings

Bonds / Notes

$237K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$4.2M JPMorgan$1.9M Fidelity$1.4M PIMCO$1.1M BlackRock / iShares$1.1M Invesco$280K Prudential / PGIM$83K

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					% of plan
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$3.2M	17.1%
Prin Fixed Inc Guar Option Insurance General Account	Common Stocks	—	—	$2.4M	13.3%
Vanguard 500 Index Admiral Fd Mutual Fund	Common Collective Trusts	—	—	$2.2M	11.7%
Fidelity Blue Chip Grth K6 Fd Mutual Fund	Mutual Funds	—	—	$1.2M	6.7%
Pimco Income Institutional Fd Mutual Fund	Mutual Funds	—	—	$1.1M	6.2%
Blackrock Total Return K Fund Mutual Fund	Other securities	—	—	$1.1M	6.1%
Jp Morgan Equity Income R6 Fd Mutual Fund	Other securities	—	—	$1.1M	5.9%
Vanguard Dev Mkts Index Adm Fd Mutual Fund	Mutual Funds	—	—	$882K	4.8%
Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$873K	4.7%
Jp Morgan Emerg Mkts Eq R6 Fd Mutual Fund	Other securities	—	—	$776K	4.2%
Vanguard Mid Cap Index Adm Fd Mutual Fund	Mutual Funds	—	—	$501K	2.7%
Vanguard Sm Cap Index Adm Fund Mutual Fund	Mutual Funds	—	—	$437K	2.4%
Mfs Mid Cap Value R6 Fund Mutual Fund	Mutual Funds	—	—	$330K	1.8%
PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	—	—	$319K	1.7%
Invesco Small Cap Value R6 Fd Mutual Fund	Mutual Funds	—	—	$280K	1.5%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$237K	1.3%
Fidelity Small Cap Grwth K6 Fd Mutual Fund	Mutual Funds	—	—	$217K	1.2%
Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$205K	1.1%
Vanguard Intl Growth Adm Fd Mutual Fund	Mutual Funds	—	—	$180K	1.0%
Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$178K	1.0%
Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$172K	0.9%
Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$111K	0.6%
Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$106K	0.6%
Pgim High Yield R6 Fund Mutual Fund	Other securities	—	—	$83K	0.4%
Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$73K	0.4%
(E)	Other securities	—	$5K	$48K	0.3%
Vanguard Re Index Adm Fund Mutual Fund	Mutual Funds	—	—	$48K	0.3%
Vgd Infl-Prot Sec Adm Fund Mutual Fund	Other securities	—	—	$41K	0.2%
(E)	Other securities	—	—	$41K	0.2%
Am Fds 2025 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$28K	0.2%
Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$18K	<0.1%
Vangd Ttl Intl Bond Idx Adm Fd Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Am Fds 2010 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$4K	<0.1%
Columbia Overseas Value I3 Mutual Fund	Other securities	—	—	$1K	<0.1%
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	—	—	$0	<0.1%

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