Back to filter
Original filing (PDF)20251014133413NAL0003041393001
NEVELL GROUP, INC
Form 5500
FILING_RECEIVED
NGI 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
194
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
41 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 NEVELL GROUP, INC.
Plan sponsor
Name
NEVELL GROUP, INC
EIN
22-3892375
Address
3001 ENTERPRISE STREET · SUITE 200 · BREA, CA · 92821
Phone
(714) 579-7501
Industry
Constructionsee all
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)
Audit & trust (Schedule H)
Auditor
WINDES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $67K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
38 direct securities· $21.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retire K Mutual fund | — | — | — | $4.0M | 18.7% | |
| BlackRock Lifepath Index 2030 K Mutual fund | — | — | — | $2.2M | 10.3% | |
| BlackRock Lifepath Index 2045 K Mutual fund | — | — | — | $2.1M | 9.9% | |
| Schwab S&P 500 Index Fund Schwab 0 | — | — | — | $1.7M | 7.7% | |
| BlackRock Lifepath Index 2050 K Mutual fund | — | — | — | $1.7M | 7.7% | |
| BlackRock Lifepath Index 2035 K Mutual fund | — | — | — | $1.3M | 6.0% | |
| BlackRock Lifepath Index 2055 K Mutual fund | — | — | — | $1.0M | 4.8% | |
| Dodge & Cox Stock Fund I Mutual fund | — | — | — | $921K | 4.3% | |
| BlackRock Lifepath Index 2040 K Mutual fund | — | — | — | $898K | 4.2% | |
| BlackRock Lifepath Index 2060 K Mutual fund | — | — | — | $685K | 3.2% | |
| Vanguard Growth Index Adm Mutual fund | — | — | — | $672K | 3.1% | |
| American Funds New Perspective R6 Mutual fund | — | — | — | $629K | 2.9% | |
| American Funds U.S. Govt Money Mkt R6 Money market | — | — | — | $503K | 2.3% | |
| Vanguard Mid Cap Index Adm Mutual fund | — | — | — | $471K | 2.2% | |
| iShares Russell 2000 Small Cap Ind K Mutual fund | — | — | — | $381K | 1.8% | |
| T. Rowe Price Blue Chip Growth I Mutual fund | — | — | — | $377K | 1.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $299K | 1.4% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $299K | 1.4% | |
| Sterling Capital Total Return Bond Inst Mutual fund | — | — | — | $251K | 1.2% | |
| BlackRock Mid Cap Growth Equity Instl Mutual fund | — | — | — | $233K | 1.1% | |
| JPMorgan Government Bond R6 Mutual fund | — | — | — | $198K | 0.9% | |
| Vanguard Health Care Index Adm Mutual fund | — | — | — | $126K | 0.6% | |
| Fidelity Advisor Diversified Intl I Mutual fund | — | — | — | $121K | 0.6% | |
| American Funds Small Cap World R6 Mutual fund | — | — | — | $112K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Mutual fund | — | — | — | $91K | 0.4% | |
| American Funds American Hi Inc Tr R6 Mutual fund | — | — | — | $87K | 0.4% | |
| Vanguard International Growth Adm Mutual fund | — | — | — | $84K | 0.4% | |
| Janus Henderson Mid Cap Value I Mutual fund | — | — | — | $68K | 0.3% | |
| Janus Henderson Triton N Mutual fund | — | — | — | $62K | 0.3% | |
| PGIM Global Total Return R6 Mutual fund | — | — | — | $58K | 0.3% | |
| DFA Real Estate Securities Portfolio I Mutual fund | — | — | — | $56K | 0.3% | |
| Vanguard International Value Inv Mutual fund | — | — | — | $46K | 0.2% | |
| American Funds Inc Fund of Amer R6 Mutual fund | — | — | — | $33K | 0.2% | |
| Vanguard Balanced Index Adm Mutual fund | — | — | — | $33K | 0.2% | |
| American Funds New World R6 Mutual fund | — | — | — | $21K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $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. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Construction plans
B.T. MANCINI COMPANY, INC.
B.T. MANCINI COMPANY, INC. 401(K) PROFIT SHARING PLAN
$21.2M · 78 participants
BAMCO INC.
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$21.0M · 133 participants
HOOVER & WELLS, INC.
HOOVER & WELLS 401(K) PROFIT SHARING PLAN
$21.0M · 38 participants
BOARD OF TRUSTEES, NORTHERN CALIFORNIA TILE INDUSTRY
NORTHERN CALIFORNIA TILE INDUSTRY HEALTH & WELFARE TRUST FUND
$20.9M · 466 participants
LOTSPEICH CO. OF FLORIDA, INC.
LOTSPEICH CO. OF FLORIDA, INC. 401(K) PROFIT SHARING PLAN
$22.3M · 150 participants
FROMKIN BROTHERS, INC.
FROMKIN BROTHERS, INC. EMPLOYEES' 401(K) AND PROFIT SHARING PLAN
$20.7M · 42 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B