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Original filing (PDF)20250819093232NAL0001062931001
NET2SOURCE INC.
Form 5500
FILING_RECEIVED
NET2SOURCE 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
420
Accounts w/ balance
490
Plan assets (EOY)
$525K
Net assets (EOY)
$525K
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (27 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NET2SOURCE INC..
Plan sponsor
Name
NET2SOURCE INC.
EIN
26-0591050
Address
270 DAVIDSON AVE, · SUITE 704 · SOMERSET, NJ · 08873
Phone
(551) 430-5779
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2024-12-31
Filed
2025-08-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $896 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR RETIREMENT MANAGER | — | CHICAGO, IL | INVESTMENT MANAGER | $540 | — |
Investments
22 direct securities · 1 pooled fund· $521K(99% 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.
Registered Investment Companies
$520K
22 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $63K | 12.0% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $62K | 11.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $59K | 11.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $55K | 10.5% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $54K | 10.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $45K | 8.5% | |
| JANUS HENDERSON TRITON FUND N 390 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $39K | 7.4% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $29K | 5.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $26K | 5.0% | |
| T ROWE PRICE OVERSEAS STOCK 675 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $23K | 4.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $22K | 4.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $9K | 1.7% | |
| FID FREEDOM INDEX INC PREMIER 241 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $9K | 1.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $7K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $6K | 1.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $4K | 0.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $3K | 0.5% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $2K | 0.4% | |
| JPMORGAN EQUITY INCOME FUND R6 497 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1K | 0.2% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $1K | 0.2% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $1K | 0.2% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $1K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1K | 0.2% |
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