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Original filing (PDF)20251013213143NAL0001895777001
NUWEST GROUP HOLDINGS, LLC
Form 5500
FILING_RECEIVED
TA GROUP HOLDINGS 401(K) PLAN
401(k) retirement plan
Active participants
938
Accounts w/ balance
450
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUWEST GROUP HOLDINGS, LLC.
Plan sponsor
Name
NUWEST GROUP HOLDINGS, LLC
EIN
26-1383035
Address
325 118TH AVE SE, #300 · BELLEVUE, WA · 98005
Phone
(425) 602-5700
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENSLER LLC DBA SCS | — | BELLEVUE, WA | INVESTMENT ADVISOR | $41K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC | — | SEATTLE, WA | CONTRACT ADMIN | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
33 direct securities· $25.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I Registered Investment Company | — | — | — | $3.6M | 14.2% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company | — | — | — | $3.4M | 13.7% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $2.2M | 8.7% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company | — | — | — | $1.7M | 6.8% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company | — | — | — | $1.6M | 6.6% | |
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | — | — | — | $1.1M | 4.4% | |
| Vanguard Target Retirement 2030 Inv Registered Investment Company | — | — | — | $1.1M | 4.3% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company | — | — | — | $981K | 3.9% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company | — | — | — | $890K | 3.6% | |
| Putnam Large Cap Value R6 Registered Investment Company | — | — | — | $747K | 3.0% | |
| Vanguard Target Retirement 2020 Inv Registered Investment Company | — | — | — | $721K | 2.9% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $651K | 2.6% | |
| Vanguard Interm-Term Bond Index Adm Registered Investment Company | — | — | — | $639K | 2.6% | |
| ClearBridge International Growth IS Registered Investment Company | — | — | — | $577K | 2.3% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $462K | 1.8% | |
| American Funds Capital Inc Bldr R6 Registered Investment Company | — | — | — | $459K | 1.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | — | — | — | $439K | 1.8% | |
| Vanguard Target Retirement 2025 Inv Registered Investment Company | — | — | — | $405K | 1.6% | |
| Victory Sycamore Established Value I Registered Investment Company | — | — | — | $387K | 1.5% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $386K | 1.5% | |
| Registered Investment Companies Calvert US Large Cap Core Rspnb Idx I Registered Investment Company | — | — | — | $338K | 1.4% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company | — | — | — | $329K | 1.3% | |
| Vanguard Target Retirement 2035 Inv Registered Investment Company | — | — | — | $316K | 1.3% | |
| Putnam International Equity R6 Registered Investment Company | — | — | — | $316K | 1.3% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | — | — | — | $278K | 1.1% | |
| Empower T. Rowe Price Mid Cap Gr Inst Registered Investment Company | — | — | — | $229K | 0.9% | |
| Fixed Annuity * Guaranteed Interest Fund Fixed Annuity | — | — | — | $211K | 0.8% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $197K | 0.8% | |
| T. Rowe Price Integrated US Sm Gr Eq I Registered Investment Company | — | — | — | $104K | 0.4% | |
| TCW MetWest Total Return Bond I Registered Investment Company | — | — | — | $98K | 0.4% | |
| Vanguard Inflation-Protected Secs Adm Registered Investment Company | — | — | — | $91K | 0.4% | |
| Participant Loans Interest rates at (5.25% ~ 10.50%) $0 | — | — | — | $55K | 0.2% | |
| Vanguard Target Retirement Income Inv Registered Investment Company | — | — | — | $54K | 0.2% |
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