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Original filing (PDF)20251015131903NAL0002472675001
NICHOLSON CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
NICHOLSON CONSTRUCTION COMPANY EMPLOYEES 401K AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
305
Plan assets (EOY)
$38.5M
Net assets (EOY)
$38.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NICHOLSON CONSTRUCTION COMPANY.
Plan sponsor
Name
NICHOLSON CONSTRUCTION COMPANY
EIN
25-1024823
Address
2400 ANSYS DRIVE · SUITE 303 · CANONSBURG, PA · 15317
Phone
(412) 677-2240
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $70K | — |
Investments
23 direct securities · 4 pooled funds· $39.0M(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.
Uncategorized
$35.0M
23 holdings
Common Collective Trust
$3.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisors Freedom Blend 2030 Z N/A | — | — | — | $6.0M | 15.6% | |
| Fidelity Advisors Freedom Blend 2040 Z N/A | — | — | — | $4.6M | 12.0% | |
| Fidelity Advisors Freedom Blend 2045 Z N/A | — | — | — | $3.8M | 9.9% | |
| Fidelity 500 Index Fund N/A | — | — | — | $3.5M | 9.1% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.5% | |
| Fidelity Advisors Freedom Blend 2055 Z N/A | — | — | — | $2.3M | 5.9% | |
| Fidelity Advisors Freedom Blend 2050 Z N/A | — | — | — | $1.8M | 4.8% | |
| Fidelity Advisors Freedom Blend 2025 Z N/A | — | — | — | $1.8M | 4.6% | |
| Fidelity Mid Cap Index Fund N/A | — | — | — | $1.7M | 4.5% | |
| BlackRock Advantage Small Cap Core Instl N/A | — | — | — | $1.4M | 3.7% | |
| Victory Sycamore Established Value Fund N/A | — | — | — | $1.2M | 3.2% | |
| Fidelity Advisors Freedom Blend 2035 Z N/A | — | — | — | $1.1M | 2.8% | |
| Hartford Schroders International Stock Fund Class SDR N/A | — | — | — | $1.0M | 2.7% | |
| Fidelity Advisors Freedom Blend 2060 Z N/A | — | — | — | $986K | 2.6% | |
| Fidelity Advisors Freedom Blend Inc Z N/A | — | — | — | $955K | 2.5% | |
| Wilmington Trust Midcap Growth R1 N/A | — | — | — | $540K | 1.4% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $540K | 1.4% | |
| LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $461K | 1.2% | |
| FH TOTAL RETURN BOND GREAT GRAY TRUST COMPANY, LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $454K | 1.2% | |
| Fidelity Advisors Freedom Blend 2020 Z N/A | — | — | — | $407K | 1.1% | |
| Fidelity Government Money Market Fund N/A | — | — | — | $404K | 1.0% | |
| Participant Loans Notes receivable from Plan participants (interest rates of 5.00% maturing through December 2029) - | — | — | — | $350K | 0.9% | |
| Hartford Schroders Strategic Income R6 Fund N/A | — | — | — | $347K | 0.9% | |
| Fidelity Advisors Freedom Blend 2065 Z N/A | — | — | — | $341K | 0.9% | |
| Lord Abbott Short Duration Income Fund Class R5 N/A | — | — | — | $288K | 0.7% | |
| American Funds New World R6 Fund N/A | — | — | — | $87K | 0.2% | |
| Fidelity Advisors Freedom Blend 2015 Z N/A | — | — | — | $11K | <0.1% |
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