How big is Nevell Group, Inc.'s plan?

Nevell Group, Inc.'s plan reported $21.5M in assets and 156 participants for 2024.

Original filing (PDF)20251014133413NAL0003041393001

Nevell Group, Inc.

Name: Nevell Group, Inc. — NGI 401(k) Savings Plan, Form 5500 (2024)
Creator: Nevell Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

NGI 401(k) Savings Plan

401(k) retirement plan · Nevell Group, Inc.'s NGI 401(k) Savings Plan held $21.5M in plan assets for 156 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Late participant contributions

Active participants

156

Accounts w/ balance

194

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

People on this filing

Lauren Webb signed Nevell Group, Inc.'s 2024 Form 5500 as plan administrator.

Lauren Webb — 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

Nevell Group, Inc.'s EIN is 22-3892375.

EIN 22-3892375

Plan number 001

Plan year 2024

ACK ID 20251014133413NAL0003041393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEVELL GROUP, 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

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

Delinquent participant contributions reported (Schedule H 4a) — 293K (18% of contributions).

Plan sponsor

Name

NEVELL GROUP, INC

EIN

all filings

Address

3001 ENTERPRISE STREET · SUITE 200 · BREA, CA · 92821

Phone

(714) 579-7501

Industry

Construction

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$4K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	—	SAN RAFAEL, CA	NONE	$67K	—

Investments

38 direct securities· $21.8M(100% of reported assets)

Other securities

$14.9M

14 holdings

Mutual Funds

$4.1M

18 holdings

Common Collective Trusts

$2.0M

2 holdings

Participant loans

$299K

1 holding

Bonds / Notes

$299K

1 holding

U.S. Treasuries

$198K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
BlackRock Lifepath Index Retire K Mutual fund	Other securities	—	—	$4.0M	18.7%
BlackRock Lifepath Index 2030 K Mutual fund	Other securities	—	—	$2.2M	10.3%
BlackRock Lifepath Index 2045 K Mutual fund	Other securities	—	—	$2.1M	9.9%
Schwab S&P 500 Index Fund Schwab 0	Common Collective Trusts	—	—	$1.7M	7.7%
BlackRock Lifepath Index 2050 K Mutual fund	Other securities	—	—	$1.7M	7.7%
BlackRock Lifepath Index 2035 K Mutual fund	Other securities	—	—	$1.3M	6.0%
BlackRock Lifepath Index 2055 K Mutual fund	Other securities	—	—	$1.0M	4.8%
Dodge & Cox Stock Fund I Mutual fund	Mutual Funds	—	—	$921K	4.3%
BlackRock Lifepath Index 2040 K Mutual fund	Other securities	—	—	$898K	4.2%
BlackRock Lifepath Index 2060 K Mutual fund	Other securities	—	—	$685K	3.2%
Vanguard Growth Index Adm Mutual fund	Mutual Funds	—	—	$672K	3.1%
American Funds New Perspective R6 Mutual fund	Mutual Funds	—	—	$629K	2.9%
American Funds U.S. Govt Money Mkt R6 Money market	Mutual Funds	—	—	$503K	2.3%
Vanguard Mid Cap Index Adm Mutual fund	Mutual Funds	—	—	$471K	2.2%
iShares Russell 2000 Small Cap Ind K Mutual fund	Common Collective Trusts	—	—	$381K	1.8%
T. Rowe Price Blue Chip Growth I Mutual fund	Other securities	—	—	$377K	1.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$299K	1.4%
Notes receivable from participants 4.25% - 9.50%	Bonds / Notes	—	—	$299K	1.4%
Sterling Capital Total Return Bond Inst Mutual fund	Other securities	—	—	$251K	1.2%
BlackRock Mid Cap Growth Equity Instl Mutual fund	Other securities	—	—	$233K	1.1%
JPMorgan Government Bond R6 Mutual fund	U.S. Treasuries	—	—	$198K	0.9%
Vanguard Health Care Index Adm Mutual fund	Mutual Funds	—	—	$126K	0.6%
Fidelity Advisor Diversified Intl I Mutual fund	Mutual Funds	—	—	$121K	0.6%
American Funds Small Cap World R6 Mutual fund	Mutual Funds	—	—	$112K	0.5%
Vanguard Total Intl Stock Index Adm Mutual fund	Mutual Funds	—	—	$91K	0.4%
American Funds American Hi Inc Tr R6 Mutual fund	Mutual Funds	—	—	$87K	0.4%
Vanguard International Growth Adm Mutual fund	Mutual Funds	—	—	$84K	0.4%
Janus Henderson Mid Cap Value I Mutual fund	Mutual Funds	—	—	$68K	0.3%
Janus Henderson Triton N Mutual fund	Mutual Funds	—	—	$62K	0.3%
PGIM Global Total Return R6 Mutual fund	Other securities	—	—	$58K	0.3%
DFA Real Estate Securities Portfolio I Mutual fund	Mutual Funds	—	—	$56K	0.3%
Vanguard International Value Inv Mutual fund	Mutual Funds	—	—	$46K	0.2%
American Funds Inc Fund of Amer R6 Mutual fund	Mutual Funds	—	—	$33K	0.2%
Vanguard Balanced Index Adm Mutual fund	Mutual Funds	—	—	$33K	0.2%
American Funds New World R6 Mutual fund	Mutual Funds	—	—	$21K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%